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You can 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

(1)Log in to your CloudCX control panel.

(2)From the left navigation menu, go to Omni WidgetMy Widget > Invitation.

(3)Under the Auto Invitations tab, you click New Auto Invitation.

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(4)On the New Auto Invitation page, enter the invitation name and turn on the Enable toggle key.

(5)Choose the invitation style based on your preference.

Note:Web Chat provides two different styles of proactive chat: Bubble and Greeting Message in the Chat Window.

(6)Enter the invitation message.

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(7)Set the invitation conditions.

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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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(9)Click Save.

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