Before you can define proactive chat, you need to make sure that you have:
- Created a department.
- Added at least one operator from each department.
- Created a campaign and added the departments.
You set up proactive chat by clicking Proactive chat on the Settings menu. First you define proactive chat settings like the image to use, the greeting text, and how long the customer should be browsing before Live Guide proactively asks whether the customer needs assistance. Next you define on which Web pages the proactive chat should be active.
We have recently added Extended Triggers so you can use even more criteria to target your preferred client personas and engage them according to their behavior on your website . You will find setup instructions in the paper below.