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You can CloudCX Auto Invitation supports you to automatically invite visitors to chat with you based on pre-defined rules. This not only frees you from manually identifying target visitors and sending invitations but also ensures that no target visitors are missed. |
Step by Step Instructions
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Go to your
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system
CloudCX installation domain, and log in with the admin account.
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From the left navigation menu, go to Omni
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Widget > My Widget. Select a Widget from the My Widget drop-down list.
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Go to Invitation > Auto Invitation.
In the Auto Invitations tab, you
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can do the following:
Click + New Auto Invitation to add a new auto invitation rule.
Turn on the toggle key of the existing auto invitation rule to enable the rule.
Click edit button to enter the rule editing page.
Click copy button to copy the selected rule.
Click delete button to delete the selected rule.
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In the New Auto Invitation page,
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you can do the following:
Input a name for the auto invitation rule.
Turn on the toggle key to enable the rule.
Select a style based on your preference.
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Note：Web Chat provides two different styles of proactive chat: Bubble and Greeting Message in the Chat Window.
The Bubble invitation style only works with the Adaptive Chat button. Your invitation message appears above an agent avatar.
（6）Enter the invitation message.
The Greeting message invitation style only works with an embedded chat window. When a chat invitation is issued, the embedded chat window on your website opens up and your invitation message appears as your greeting message in the chat window.
Select a color for the text background.
Click + Add a Header Image to upload your own designed header for the auto invitation.
Enter a Message which will display in the auto invitation window.
Check the box to display typing area.
Set the condition to trigger the auto invitation rule.
Check the box to enable only pop-up once per site visit.
With the option selected, if an automatic invitation has been triggered during the visitor's visit (A visit session refers to a visit made to a website from the visitor's first page view until the visitor exits the website), then this automatic invitation will not pop up during the visitor's visit.
Check the box to hide invitation on mobile.
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When you set the Conditions, you can use meet all, meet any, or use logic expression to trigger rules.
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If you select “use logic expression” to set routing rules, please note：
If you have 5 conditions, you can use Expression like (1 or 2 or 3) and (4 and 5). This expression means the rule will be triggered when any of the 1 to 3 conditions is met, as well as condition 4 and condition 5 are met. The number here is the condition identifier.
The parentheses must come in pairs and be written as half-width.
Or, And are not case-sensitive. Space should be added before and after.
The precedence of logical operators in order from highest to lowest is: (), And, Or.
The number used in the expression must exist in the identifier number list.
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（8）Based on your requirements, turn on the following options:
Only pop-up once per visit: With this option selected, your invitation window only pops up once during one visit.
Hide invitation on mobile: With this option selected, your invitation window does not appear on mobile websites.
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Click + Add a Condition to add a Condition for the rule to trigger.
Click Save.
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The prerequisite for triggering auto invitation is, when the visitor visit a Widget, there is at least an online agent in the destination chat queue assigned by the routing rule from the Widget. |