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Triggers let you automatically engage users based on their behavior — like opening the chat after they’ve been on the page for a while, showing a form when they scroll down, or displaying a message when they’re about to leave.

Creating Triggers

In the Dashboard

  1. Go to Agents → select your agent
  2. Click Triggers in the sidebar
  3. Click Add Trigger
  4. Configure the trigger type, conditions, and action

Via API

See the Triggers API for programmatic trigger management.

Trigger Types

Time on Page

Fire after the user has been on the page for a specified duration. Use cases:
  • Show help message after 30 seconds
  • Offer assistance to browsing users
  • Prompt for newsletter signup

Scroll Depth

Fire when the user scrolls past a certain percentage of the page. Use cases:
  • Show CTA after reading content
  • Capture leads who engage with content
  • Offer demos on product pages

Exit Intent

Fire when the user moves their mouse toward the browser’s close/back button (desktop only). Use cases:
  • Prevent cart abandonment
  • Offer discounts before leaving
  • Capture feedback
Exit intent only works on desktop browsers. Mobile users won’t trigger this.

Page View

Fire when the user visits a specific page or pages matching a pattern. Pattern examples:

Custom Event

Fire when your code triggers a custom event.
Fire from your code:

Actions

When a trigger fires, it performs one of these actions:

Open Chat

Opens the chat widget, optionally with a pre-filled message.

Show Form

Displays a form tool in the chat widget.

Show Bubble

Shows a floating notification bubble near the chat button.

Trigger Options

Trigger Once

When enabled, the trigger only fires once per session (stored in localStorage).

Priority

Controls execution order when multiple triggers could fire simultaneously. Lower numbers execute first.

Enabled

Toggle triggers on/off without deleting them.

Example Configurations

Welcome Message (30 seconds)

Pricing Page Help

Lead Capture on Scroll

Exit Intent Offer

Cart Abandonment

Trigger Analytics

View trigger performance in the dashboard: Access via AgentsTriggersAnalytics.

Programmatic Triggers

You can also trigger actions programmatically from your code:
See Widget API for all available methods.

Best Practices

Less is more. Too many triggers can overwhelm users. Start with 1-2 triggers and measure their effectiveness before adding more.
  1. Start subtle — Use bubbles before auto-opening chat
  2. Respect user intent — Don’t fire on every page load
  3. Use trigger once — Avoid annoying repeat prompts
  4. Set priorities — Ensure the most important triggers fire first
  5. Test on mobile — Exit intent doesn’t work on mobile
  6. Monitor analytics — Disable triggers with low conversion

Next Steps

Trigger Templates

Start with pre-built trigger configurations

Custom Events

Fire triggers from your application code