Creating Triggers
In the Dashboard
- Go to Agents → select your agent
- Click Triggers in the sidebar
- Click Add Trigger
- 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
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.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 Agents → Triggers → Analytics.
Programmatic Triggers
You can also trigger actions programmatically from your code:Best Practices
- Start subtle — Use bubbles before auto-opening chat
- Respect user intent — Don’t fire on every page load
- Use trigger once — Avoid annoying repeat prompts
- Set priorities — Ensure the most important triggers fire first
- Test on mobile — Exit intent doesn’t work on mobile
- 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