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Create a proactive message

In your store you greet whoever walks in; on your website, the proactive message does that job: it pops up in the chat and starts the conversation.

  1. Open Proactive messages. It’s in the Reach group of the menu. Choose New message.

  2. Name it and write the text. The Name is internal; the Message text is what the visitor sees. You can add a button with a link.

  3. Define when it shows. Under Trigger you pick the moment (on page load, after staying a few seconds, when viewing a product) and under Audience who sees it (by page URL, cart, returning visitor…). Optionally schedule it with dates and a priority.

  4. Press “New message”. It’s born active; pause it anytime with the toggle in the list.