Add an auto-invitation

30 September 21, 2023

To add an auto-invitation, do the following:

  1. Go to Settings → Auto-Invitations.
  2. Click on the + icon in the upper left corner of the app or on the + Add auto-invitation button in the middle.
  3. Provide a name for an auto-invitation, e.g. “Offer help on the order page.” It won’t be visible to a visitor.
  4. Enter the text that will be sent to a visitor.
  5. Specify when the auto-invitation will be sent — when operators are online, offline, or both.
  6. In the If section, provide one or more conditions that trigger message sending. When adding a new condition, you can put either “and” or “or.” Trigger options:
    • Page URL: the page address a visitor is on.
    • Referrer URL: the URL of a web page a visitor came from.
    • Time on Page: how much time a visitor spent on a current page.
    • Time on Site: how much time a visitor spent on the website during his / her current visit.
    • Time After Closing Widget: how much time has passed since a visitor closed the chat widget (hid an auto-invitation or closed an open chat window).
    • Page Views: how many pages a visitor viewed during his / her current visit.
    • Language: the language of a visitor.
    • Country: the country of a visitor.
    • UTM Source: identifies which site sent the traffic.
    • UTM Medium: identifies what type of link was used, such as cost per click or email.
    • UTM Term: identifies search terms.
    • UTM Campaign: identifies a specific product promotion or strategic campaign.
    • UTM Content: identifies what specifically was clicked to bring the user to the site, such as a banner ad or a text link.
  1. Make sure that the “Active” switch is turned on, and then click on “Done.”
  2. Hooray! 🎉 The auto-invitation has been successfully created.

Please note: At the moment, either an auto-invitation or a bot message is sent to a visitor, and only once per visit.