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Proactive triggers

Open the chat automatically after a delay or on specific pages.

How it works

When enabled, the widget opens itself with a greeting after the configured delay — but only on pages matching your URL patterns (or all pages, if no patterns are set).

Configure in Agent → Settings → Proactive trigger.

Fields

  • Enabled — master toggle.
  • Trigger message — the greeting the agent surfaces. Keep under 120 characters.
  • Delay (seconds on page) — how long a visitor must linger before the message fires. 0–600.
  • Page URLs — one per line. Glob (/cart*) or substring (/pricing). Leave blank to fire on every page.

Patterns we like

Cart abandonment recovery

URL: /cart*, delay 45s, message: “Need help finishing your order? I can answer sizing, shipping, or returns questions in seconds.”

Pricing hesitation

URL: /pricing, delay 30s, message: “Got a sec? I can help you compare plans or pick what fits.”

Docs friction

URL: /docs/*, delay 60s, message: “Stuck on something? I can pull the right doc for you.”

Use sparingly. Triggers that pop on every page after 5 seconds annoy people. Pick high-intent URLs (cart, pricing, checkout) and tune the delay upward until you get more positive engagement than dismissals.
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