Proactive Messages

Engage visitors automatically based on their behavior.

Overview

Proactive messages appear as speech bubbles to catch visitors' attention:

• Triggered by user behavior (scroll, time, exit intent)
• Customizable messages per trigger
• Configurable frequency and timing
• Click to open full chat

Default Triggers

Trigger	Condition	Message Type
High Engagement	Scroll 60%+ AND time 30s+	Contextual
Exit Intent	Mouse leaves viewport	Exit offer
Pricing Page	URL contains "pricing"	Pricing help
Return Visitor	2+ visits	Welcome back
Form Abandonment	Form focus + 15s idle	Form help

Configuration

Dashboard Settings

Go to Settings → Proactive Messages:

• Enable/Disable: Turn proactive messages on/off
• Delay: Wait time before first trigger (default: 5s)
• Cooldown: Time between triggers (default: 30s)
• Max per session: Maximum triggers per visit (default: 3)

Custom Rules

Create custom trigger rules:

{
  "id": "pricing_help",
  "name": "Pricing Page Helper",
  "enabled": true,
  "conditions": {
    "pageUrl": { "contains": "pricing" },
    "timeOnPage": { "gte": 20000 }
  },
  "message_type": "pricing_help",
  "priority": 1
}

Message Types

Contextual

General engagement based on behavior:

"Hi! I noticed you're exploring our site. Can I help you find something?"

Exit Offer

Triggered when user is about to leave:

"Wait! Before you go, would you like a quick summary of what we offer?"

Pricing Help

For visitors on pricing pages:

"Looking at our plans? I can help you choose the right one for your needs."

Welcome Back

For returning visitors:

"Welcome back! Ready to pick up where you left off?"

Form Help

When forms are abandoned:

"Need help with the form? I'm here to assist!"

AI-Generated Messages

Messages are generated dynamically using AI:

1. Trigger fires based on conditions
2. System sends context to AI (page, behavior, history)
3. AI generates personalized message
4. Message displayed to visitor

Mobile Behavior

On mobile devices:

• Bubble appears above the launcher
• Smaller, less intrusive design
• Can be disabled separately for mobile

Best Practices

1. Don't be annoying - Limit frequency
2. Be relevant - Match message to context
3. Add value - Offer help, not just "Hi!"
4. Test timing - Find the sweet spot
5. Monitor engagement - Track click rates

Analytics

Track proactive message performance:

• Impressions: How many were shown
• Click rate: Percentage that opened chat
• Conversion rate: Leads captured after proactive

View in Dashboard → Analytics → Proactive.