Proactive Chat — Engage Visitors Before They Message

Go to Dashboard → Live Chat and click the Visitors tab. You’ll see a list of all visitors currently browsing your site, with:

• Online status — green dot if active in the last 60 seconds
• Current page — the URL they’re browsing
• Country and city — geo-location from their IP
• Name and email — if collected via pre-chat form

Click on any visitor in the Visitors tab to open their conversation. Type a message and send it — the visitor will see a preview bubble near the chat icon with your message. They can click it to open the full chat.

If the visitor hasn’t chatted before, you’ll see “No messages yet — send a proactive message” in the conversation area.

Click the send icon (paper plane) in the top-right corner of the Live Chat sidebar. A broadcast panel opens showing:

• A text area for your message
• The number of online visitors who will receive it
• A “Broadcast” button

Click Broadcast to send the message to all online visitors at once. Each visitor sees it as a new chat message with a preview bubble.

Get push notifications when specific types of visitors arrive. Go to Dashboard → Chat Settings → Notifications and add rules:

• Visitor is on page — e.g., /pricing* to get notified when someone visits pricing
• Visitor from country — e.g., US for US visitors
• Visit count >= N — e.g., notify when a visitor returns 3+ times
• New visitor — get notified on every first-time visitor

Each rule has an enable/disable toggle. Rules are checked when a visitor loads a page. You need push notifications enabled to receive the alerts.

Create a floating message with the Chat CTA template to prompt visitors to chat. The CTA button automatically opens the chat panel when clicked — no extra code needed.

Combine with triggers (delay, scroll, exit intent) and geo-targeting for maximum impact. For example, show a “Need help with pricing?” chat prompt after 10 seconds on the pricing page.