User Manual

Rules can be created on the basis of current web page location of the visitor. This helps in engaging the visitor to chat on a page which is crucial for the sale.

For example, triggering a chat invitation on the checkout page or engaging customers to chat to avoid shopping cart abandonment.

Visitor visits a certain number of web pages.

This rule is used when one wants the invitation to popup on screen, once the visitor has visited a certain number of pages of a particular website.

Visitor visits a page with specific URL, a certain number of times.

This rule is used when one wants the invitation to popup on screen, once the visitor has visited a particular web page for a specific number of times.

Visitor abandons a specific web page.

This rule is used when one wants the invitation to popup on screen, when the visitor clicks close button and tries to leave the web page. For example, triggering a chat invitation on the checkout page or engaging customers to chat to avoid shopping cart abandonment.

Past LocationBased Rules

Rules can be created on the basis of past web page location of the visitor. This helps in tracking a visitor’s referral location for assisting with relevant queries.

Visitor came to a page directly from another page with a specific URL

This rule is used when one wants the invitation to popup on screen, if the visitor is referred or redirected from a specific web page to another.

Geo Location Based Rules

Rules can be created on the basis of geographical location of the visitor. It helps in targeting selective audiences located in a region having a potential market for the products. The invitations can be triggered to visitors on the basis of their IP Address, Country, State, City and IP Range.

Visitor has a specific Geo location IP address

This rule is used when one wants the invitation to popup on screen, if a visitor has a specific IP Address.

Visitor has a specific Geo location country code

This rule is used when one wants the invitation to popup on screen, if a visitor is from a country whose code is specified in the rule.

Visitor has a specific Geo location state code

This rule is used when one wants the invitation to popup on screen, if a visitor is from a state whose code is specified in the rule.

Visitor has a specific Geo location city

This rule is used when one wants the invitation to popup on screen, if a visitor is from a city whose name is specified in the rule.

Visitor falls within a certain IP range

This rule is used when one wants the invitation to popup on screen, if a visitor falling within a specific range of IP Address visits the website.

Time Based Rules

Rules can be created on the basis of time a visitor spends on a particular website. This helps in tracking the time spent by visitors and initiate a chat which in turn helps the visitors in making decisions to purchase a product by responding to their queries and increase conversion rate.

Visitor has been on the current page, a certain amount of time

This rule is used when one wants the invitation to popup on screen, if the visitor has spent a certain amount of time on a particular web page.

Cookie Based Rules

Rules can be created on the basis of cookies stored in a visitor’s browser. This helps in engaging the visitor with specific cookies to chat on a page which is crucial for the sale. For example, triggering a chat invitation as soon as a specific cookie is detected in the visitor’s browser.

Cookie is Present with a specific name.

This rule is used when one wants the invitation to popup on screen, as soon as a specific cookie is detected in the visitor’s browser.

Cookie is Present with a Specific Text Value

This rule is used when one wants the invitation to popup on screen, as soon as a specific cookie with specific text value is detected in the visitor’s browser.

Cookie is Present with a Certain Number Value

This rule is used when one wants the invitation to popup on screen, as soon as a specific cookie with certain number value is detected in the visitor’s browser.

Form-Field Based Rules

Rules can be created on the basis of form controls. This helps in creating rules to trigger chat when a visitor uses the form controls on the web page. Visitor’s interest can be identified which can help the agents to guide or support visitors. Page has specific form field (like a text box, check box, radio button and dropdown list) events. This frees you from manually identifying the target visitors and sending invitations, and ensures that no target visitors are missed.

Page has a Text box field with a certain text value

This rule is used when one wants the invitation to popup on screen, as soon as a visitor on the web page enters a certain text value in the specific text box field.

Page has Specific Radio Button with Checked or Unchecked property

This rule is used when one wants the invitation to popup on screen, as soon as a visitor on the web page containing a form selects or does not select the radio button based on the property configured.

Page has Specific Checkbox Control with Checked or Unchecked property

This rule is used when one wants the invitation to popup on screen, as soon as a visitor on the web page containing a form selects or does not selects the checkbox based on the property configured.

Page has Specific Dropdown List with a specific index

This rule is used when one wants the invitation to popup on screen, as soon as a visitor on the web page containing a form selects an option from the dropdown list with a specific index.

Page has Specific Dropdown List with a specific Value

This rule is used when one wants the invitation to popup on screen, as soon as a visitor on the web page containing a form selects an option from the dropdown list with a specific value.