How to invite visitors to chat according to rules

Rules are set using the BoldChat entity called Auto-Invite Ruleset, which must be associated with a Visitor Monitoring HTML snippet.

  • To set up rules, you must be in a Permission Group with the following permission: Can Setup Rules Engines.
  • To activate rules, you must create an Auto-Invite Ruleset and then associate it with a Visitor Monitoring HTML snippet that you insert to your site.
  • Only visitors to a site with a Visitor Monitoring HTML snippet can be invited.

This feature is referred to as Rules-based invitations, Auto Time-on-Site Invitations, Proactive Rules Engine, Pro-Active Chat Configuration, or Auto-Invite.

Follow this procedure to create a ruleset and understand what you must do to activate it.

  1. Create an Auto-Invite Ruleset, as follows:
    1. From the main menu of the operator client, go to Setup > Account Setup. The Account Setup window is displayed.
    2. On the left menu of the Account Setup window, click Invitations > Auto-Invite Rulesets > New. The New Auto-Invite Ruleset page is displayed.
    3. Under Rule Set Name, enter a name that will help you identify the ruleset in other setup areas.
    4. Enable the ruleset.
    5. Decide how you want to react when a visitor declines or ignores an invitation by setting values for the following fields: Stop auto-inviting a visitor after # invite declines and Stop auto-inviting a user after # invite ignores.
  2. Add rules to the Auto-Invite Ruleset, as follows:
    1. On the New Auto-Invite Ruleset window under Rules List, click New.
    2. Name the rule and define rule criteria. See Auto-Invite Rule Criteria.
    3. Save your changes. The rule is added to the ruleset.
  3. Continue to add rules.
  4. On the Rules list, arrange the rules in the order they should be analyzed by BoldChat. For a particular visit to a page on your site, the rules are checked in order from top to bottom. For any single page view, the first matching rule will apply.

Your Auto-Invite Ruleset is ready to be associated a Visitor Monitoring HTML snippet. Unless this association is made, your ruleset is not applied.