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.
Before you start
Section titled “Before you start”-
Open Proactive messages. It’s in the Reach group of the menu. Choose New message.
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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.
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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.
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Press “New message”. It’s born active; pause it anytime with the toggle in the list.