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
Go to Triggers → Browse Templates
Find a template that fits your use case
Click Use Template
Customize settings if needed
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.
Setting Value Trigger Time on page: 5 seconds Action Open chat Message ”👋 Hi there! Welcome to our site. Is there anything I can help you find today?”
Best for: Homepages, landing pages
Engage visitors who scroll through most of your page.
Setting Value Trigger Scroll depth: 80% Action Show 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.
Setting Value Trigger Exit intent Action Show 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.
Setting Value Trigger Time on page: 30 seconds Page /pricing*Action Open 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.
Setting Value Trigger Time on page: 45 seconds Page /products/*Action Open 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.
Setting Value Trigger Custom event: product_view Condition inStock: falseAction Show form Form Back 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.
Setting Value Trigger Exit intent Condition Cart has items Action Open 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.
Setting Value Trigger Page view Page /checkout*Action Show 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.
Setting Value Trigger Time on page: 60 seconds Page /blog/*Action Show form Form Newsletter 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.
Setting Value Trigger Time on page: 45 seconds Page /features*Action Show form Form Book Demo Form Message ”Would you like to see our product in action? Book a free demo!”
Best for: Features pages, product tours
Encourage visitors to reach out on the contact page.
Setting Value Trigger Page view Page /contact*Action Show form Form Contact 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.
Setting Value Trigger Time on page: 30 seconds Page /faq*Action Open 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.
Setting Value Trigger Time on page: 60 seconds Page /docs/*Action Show 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.
Setting Value Trigger Page view Page /order-confirmation*Action Show form Form Feedback 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.
Setting Value Trigger Custom event: returning_visitor Condition visitCount: 3Action Show form Form NPS 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
Product Page Assistant — Help during browsing
Cart Abandonment — Recover leaving shoppers
Checkout Assistance — Support during purchase
Post-Purchase Feedback — Collect reviews
SaaS Stack
Welcome Message — Greet new visitors
Pricing Page Assistance — Convert on pricing
Demo Request — Capture leads
Exit Intent — Last-chance engagement
Content Stack
Scroll Engagement — Engage readers
Blog Newsletter — Capture emails
Documentation Helper — Support users
NPS Survey — Measure satisfaction
Customizing Templates
Adjust Timing
Fine-tune when triggers fire:
Default Adjustment Why 5 seconds 10 seconds Let visitors orient first 30 seconds 15 seconds More aggressive conversion 60 seconds 90 seconds Less 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:
Template Default Your 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:
Go to Triggers → New Trigger
Choose trigger type
Set conditions
Configure action
Test and enable
Then save your custom configuration as a template for future use across agents.
Next Steps