Auto Invitation

Owned by SUPPORT
Last updated: Nov 03, 2024
2 min read

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.

  1. Go to your system CloudCX installation domain, and log in with the admin account.

  2. From the left navigation menu, go to Omni Widget > My Widget. Select a Widget from the My Widget drop-down list.

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  1. Go to Invitation > Auto Invitation.

  2. In the Auto Invitations tab, you 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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  1. In the New Auto Invitation page, 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.

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. 

  • 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.

  1. When you set the Conditions, you can use meet all, meet any, or use logic expression to trigger rules.

  1. Click + Add a Condition to add a Condition for the rule to trigger.

  2. Click Save.