Workflow: How to start a chat with a customer that has been on my website for a certain amount of time

In this workflow, you'll learn how to start a live chat on your website. For example, use this recipe to start a chat with a welcome message as soon as a user visits your website.

This article contains instructions for:

Live chat

Messaging

Live chat

You can start a chat with customers after a set time. Start a proactive chat with customers who visit your website. Set a time condition to trigger a welcome message. In this example, the trigger sends a welcome message to customers after 30 seconds.

To create this trigger:

Add a Chat trigger

To fire the trigger only once per visitor, select the Each visitor will receive this message only once checkbox

In the Customize trigger section, select:

Channel | Chat

Run trigger | When a visitor has loaded the chat widget

Check conditions | Check all of the following conditions:

Still on site | 30

Visitor previous visits | Equals | 0

Visitor requesting chat | Is false

Visitor served | Is false

Under Perform the following actions, select:

Send message to visitor | Name of agent | Welcome! Can we help you with anything?

Select Create triggers

Messaging

If your account has messaging, use proactive messages to reach customers who browse your website. Then choose what happens if customers reply to your proactive messages.

To create this proactive message:

Create a proactive message

Under Proactive message, add the message you want your customers to see, for example, Welcome! Can we help you with anything?

Select and configure the response type

Under Rules > When to check the conditions, add:

Visitor is on the page | Minutes: 0 | Seconds: 30

Under Schedule, select when to send the message, and under Frequency, select how often

Select Save