Monitor connected website visitors, enable arrival alerts, and offer an optional chat invitation.
About 4 min to read
How to do it
01
Open Live visitors in the workspace sidebar. Visitors appear when the widget is loaded and its browsing session connects, even before they start a chat.
02
Use the visitor alerts icon in the top bar to enable optional alerts in this browser. Alerts appear while the workspace is open and visible; they are not operating-system push notifications.
03
Select Offer help next to a visitor, edit the message, and send. The invitation appears above the launcher without opening chat or creating a conversation.
04
For automatic invitations, choose Automatic invitations, open the flow builder in Automation & AI, enable proactive invitation, and set the page-path rule, delay, and message. Save the draft, then Publish flow and confirm Publish now.
05
Test from a fresh visitor tab on an allowed website. Dismissing or seeing an invitation suppresses later invitations for that widget in the same tab session.