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Pro-active/Auto chat invitation

Proactive chat invitation allows you to invite a visitor to chat. This feature can help you assist your website visitors when they need you to solve their queries.

 

 

To set up proactive chat invitation, follow these simple steps:

 

Step1. Login to your dashboard and click on “Settings”.


Step2. Under “Advanced” section, click on “Invitations”. You will reach the following settings:

 

 

 

Note* You can set up your proactive chat invitation in general or you can set it up only for specific pages.


 

Step3. Fill in your specifications shown in the screenshot above. Here are few things to know when setting up your auto chat invitation:

 

Auto enable: Auto enable will automatically pop the invitation as per settings you have set for it.

 

Type: The type defines whether your invitation would pop up as an image on page (Friendly) or the invitation would pop up directly on the chat window. For the friendly auto chat invitation, you would need to add an image url or select from the samples.


 

Time delay: This will decide the time period after which the chat invitation will pop up. You can select the reference point of the count down from either once visitor land on a page or from when the session begins.

 

Invitation placement: This will decide where on page the invitation will pop up. You can also select the font and size of the text by clicking on the respective button.

 

Image url: When you select the “Friendly” style of invitation, you can use your own image. Just add your image’s url here or you can choose from the sample images.

 

Invitation window size: Select the size of invitation pop up.

 

Sound file url to play on invitation: You can play a sound when the chat invitation pop ups to get visitor’s attention. Just add the url of the sound to use it or choose from samples.

 

Searched keywords: You can add specific keywords for the chat invitation. If the visitor searches for the same, then the invitation will pop up.

 

Invitation close time delay: This will decide after how many seconds the invitation will close itself.

 

Invitation layer scrolling with page scroll: You can decide whether the invitation will move on scrolling or not.


 

Step4. If you are planning to target auto chat invitation on specific pages, then click on “Page specific”.

 

 

Note* You can set up your proactive chat invitation in general or you can set it up only for specific pages.


 

Step3. Fill in your specifications shown in the screenshot above. Here are few things to know when setting up your auto chat invitation:

 

Auto enable: Auto enable will automatically pop the invitation as per settings you have set for it.

 

Type: The type defines whether your invitation would pop up as an image on page (Friendly) or the invitation would pop up directly on the chat window. For the friendly auto chat invitation, you would need to add an image url or select from the samples.


 

Time delay: This will decide the time period after which the chat invitation will pop up. You can select the reference point of the count down from either once visitor land on a page or from when the session begins.

 

Invitation placement: This will decide where on page the invitation will pop up. You can also select the font and size of the text by clicking on the respective button.

 

Image url: When you select the “Friendly” style of invitation, you can use your own image. Just add your image’s url here or you can choose from the sample images.

 

Invitation window size: Select the size of invitation pop up.

 

Sound file url to play on invitation: You can play a sound when the chat invitation pop ups to get visitor’s attention. Just add the url of the sound to use it or choose from samples.

 

Searched keywords: You can add specific keywords for the chat invitation. If the visitor searches for the same, then the invitation will pop up.

 

Invitation close time delay: This will decide after how many seconds the invitation will close itself.

 

Invitation layer scrolling with page scroll: You can decide whether the invitation will move on scrolling or not.


 

Step4. If you are planning to target auto chat invitation on specific pages, then click on “Page specific”.

 


Step5. Similar to the proactive chat invitation, fill in the specifications shown in the above screenshot to put chat invitation on specific pages. Once you are done with the settings, just copy the additional codes and paste it before “</body>” on the pages you want the invitation to pop up.