Trigger Templates

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

Scroll Engagement

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: false`
Action	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

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

Contact Us Prompt

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: 3`
Action	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

Widget Triggers

Learn about trigger types

Form Tools

Create forms for triggers

​Template Categories

Engagement

Conversion

E-commerce

Lead Generation

Support

Feedback

​Using Templates

​Install a Template

​Customize After Install

​Engagement Templates

​Welcome Message

​Scroll Engagement

​Conversion Templates

​Exit Intent Offer

​Pricing Page Assistance

​E-commerce Templates

​Product Page Assistant

​Back in Stock Notification

​Cart Abandonment Recovery

​Checkout Assistance

​Lead Generation Templates

​Blog Newsletter Signup

​Demo Request Prompt

​Contact Us Prompt

​Support Templates

​FAQ Assistance

​Documentation Helper

​Feedback Templates

​Post-Purchase Feedback

​NPS Survey

​Combining Templates

​E-commerce Stack

​SaaS Stack

​Content Stack

​Customizing Templates

​Adjust Timing

​Modify Messages

​Change Page Patterns

​Best Practices

​Do’s

​Don’ts

​Creating Custom Templates

​Next Steps

Widget Triggers

Form Tools

Template Categories

Using Templates

Install a Template

Customize After Install

Engagement Templates

Welcome Message

Scroll Engagement

Conversion Templates

Exit Intent Offer

Pricing Page Assistance

E-commerce Templates

Product Page Assistant

Back in Stock Notification

Cart Abandonment Recovery

Checkout Assistance

Lead Generation Templates

Blog Newsletter Signup

Demo Request Prompt

Contact Us Prompt

Support Templates

FAQ Assistance

Documentation Helper

Feedback Templates

Post-Purchase Feedback

NPS Survey

Combining Templates

E-commerce Stack

SaaS Stack

Content Stack

Customizing Templates

Adjust Timing

Modify Messages

Change Page Patterns

Best Practices

Do’s

Don’ts

Creating Custom Templates

Next Steps