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Trigger templates are ready-to-use automation recipes that help you engage visitors at the right moment. Browse templates by category, install with one click, and customize for your needs.

Template Categories

Engagement

Welcome visitors and start conversations

Conversion

Convert browsers into buyers

E-commerce

Product pages, carts, and checkout

Lead Generation

Capture emails and book demos

Support

Help visitors find answers

Feedback

Collect reviews and NPS scores

Using Templates

Install a Template

  1. Go to TriggersBrowse Templates
  2. Find a template that fits your use case
  3. Click Use Template
  4. Customize settings if needed
  5. Click Create Trigger

Customize After Install

Templates create regular triggers that you can fully edit:
  • Change timing and conditions
  • Modify messages
  • Connect different forms
  • Adjust page patterns

Engagement Templates

Welcome Message

Greet visitors after they’ve been on your site for a few seconds.
SettingValue
TriggerTime on page: 5 seconds
ActionOpen chat
Message”👋 Hi there! Welcome to our site. Is there anything I can help you find today?”
Best for: Homepages, landing pages

Scroll Engagement

Engage visitors who scroll through most of your page.
SettingValue
TriggerScroll depth: 80%
ActionShow bubble
Message”Enjoying the content? Let me know if you have any questions!”
Best for: Blog posts, long-form content

Conversion Templates

Exit Intent Offer

Catch leaving visitors with a special offer or assistance.
SettingValue
TriggerExit intent
ActionShow bubble
Message”Wait! Before you go, can I help you find what you’re looking for?”
Best for: Any page with high bounce rate

Pricing Page Assistance

Offer help to visitors viewing your pricing page.
SettingValue
TriggerTime on page: 30 seconds
Page/pricing*
ActionOpen chat
Message”I see you’re checking out our pricing. Do you have any questions about our plans?”
Best for: SaaS, subscription businesses

E-commerce Templates

Product Page Assistant

Help visitors browsing product pages.
SettingValue
TriggerTime on page: 45 seconds
Page/products/*
ActionOpen chat
Message”Hi! I noticed you’re looking at this product. Do you have any questions?”
Best for: Product detail pages

Back in Stock Notification

Offer stock notifications for out-of-stock products.
SettingValue
TriggerCustom event: product_view
ConditioninStock: false
ActionShow form
FormBack in Stock Form
Requires: Custom event when viewing out-of-stock products
// Fire when viewing out-of-stock product
window.ansa.trigger("product_view", { inStock: false });

Cart Abandonment Recovery

Engage visitors about to leave with items in cart.
SettingValue
TriggerExit intent
ConditionCart has items
ActionOpen chat
Message”I noticed you have items in your cart. Is there anything I can help with?”
Requires: Cart state event
// Update cart state when items change
window.ansa.trigger("cart_state", { hasItems: true, itemCount: 3 });

Checkout Assistance

Offer help during the checkout process.
SettingValue
TriggerPage view
Page/checkout*
ActionShow bubble
Message”Need help checking out? I’m here if you have questions about shipping or payment.”
Best for: Checkout pages

Lead Generation Templates

Blog Newsletter Signup

Capture readers who engage with your blog content.
SettingValue
TriggerTime on page: 60 seconds
Page/blog/*
ActionShow form
FormNewsletter Signup Form
Message”Enjoying this article? Subscribe to get more content like this!”
Best for: Blog posts, content marketing

Demo Request Prompt

Encourage demo requests on key pages.
SettingValue
TriggerTime on page: 45 seconds
Page/features*
ActionShow form
FormBook Demo Form
Message”Would you like to see our product in action? Book a free demo!”
Best for: Features pages, product tours

Contact Us Prompt

Encourage visitors to reach out on the contact page.
SettingValue
TriggerPage view
Page/contact*
ActionShow form
FormContact Form
Message”Looking to get in touch? Fill out this quick form!”
Best for: Contact pages

Support Templates

FAQ Assistance

Offer additional help on FAQ pages.
SettingValue
TriggerTime on page: 30 seconds
Page/faq*
ActionOpen chat
Message”Can’t find what you’re looking for? I’m here to help!”
Best for: FAQ pages, help centers

Documentation Helper

Assist users browsing documentation.
SettingValue
TriggerTime on page: 60 seconds
Page/docs/*
ActionShow bubble
Message”Need help understanding something? Ask me anything!”
Best for: Documentation sites, knowledge bases

Feedback Templates

Post-Purchase Feedback

Collect feedback after a purchase.
SettingValue
TriggerPage view
Page/order-confirmation*
ActionShow form
FormFeedback Form
Message”Thanks for your order! We’d love to hear about your experience.”
Best for: Order confirmation pages

NPS Survey

Measure customer loyalty with Net Promoter Score.
SettingValue
TriggerCustom event: returning_visitor
ConditionvisitCount: 3
ActionShow form
FormNPS Survey Form
Message”How likely are you to recommend us to a friend?”
Requires: Returning visitor tracking
// Fire for returning visitors
const visitCount = parseInt(localStorage.getItem("visitCount") || "0") + 1;
localStorage.setItem("visitCount", visitCount.toString());

if (visitCount >= 3) {
  window.ansa.trigger("returning_visitor", { visitCount });
}

Combining Templates

Templates work best when combined strategically:

E-commerce Stack

  1. Product Page Assistant — Help during browsing
  2. Cart Abandonment — Recover leaving shoppers
  3. Checkout Assistance — Support during purchase
  4. Post-Purchase Feedback — Collect reviews

SaaS Stack

  1. Welcome Message — Greet new visitors
  2. Pricing Page Assistance — Convert on pricing
  3. Demo Request — Capture leads
  4. Exit Intent — Last-chance engagement

Content Stack

  1. Scroll Engagement — Engage readers
  2. Blog Newsletter — Capture emails
  3. Documentation Helper — Support users
  4. NPS Survey — Measure satisfaction

Customizing Templates

Adjust Timing

Fine-tune when triggers fire:
DefaultAdjustmentWhy
5 seconds10 secondsLet visitors orient first
30 seconds15 secondsMore aggressive conversion
60 seconds90 secondsLess intrusive

Modify Messages

Make messages match your brand voice: Default: “Hi there! Welcome to our site.” Friendly: “Hey! 👋 Great to see you here!” Professional: “Welcome. How may I assist you today?” Direct: “Looking for something specific? I can help.”

Change Page Patterns

Adjust URL patterns for your site structure:
TemplateDefaultYour Site
Products/products/*/shop/*
Blog/blog/*/articles/*
Pricing/pricing*/plans*
Checkout/checkout*/cart/checkout*

Best Practices

Start with 2-3 templates, measure results, then add more. Too many triggers can overwhelm visitors.

Do’s

  • Test on yourself first — Experience the visitor journey
  • Use trigger-once — Don’t repeat same trigger
  • Match the context — Right message for right page
  • Track conversions — Measure what works

Don’ts

  • Don’t trigger immediately — Give visitors time to orient
  • Don’t stack triggers — Avoid multiple overlapping triggers
  • Don’t be pushy — Respect visitor experience
  • Don’t ignore data — Disable underperforming triggers

Creating Custom Templates

If templates don’t fit your needs, create custom triggers:
  1. Go to TriggersNew Trigger
  2. Choose trigger type
  3. Set conditions
  4. Configure action
  5. Test and enable
Then save your custom configuration as a template for future use across agents.

Next Steps