Auto Chat Popups and Chat Boxes

Automatically engaging your visitors with proactive chat popups and proactive invites is a great way to help convert your website visitors into customers.  There are many ways to do this with our live chat and conversion popup tools, but be careful not to irritate your customers with intrusive popups or triggering your popups too many times.  By default, we only trigger proactive live chat popups and email collection popups once per browser session.

In order to set configure your live chat to automatically trigger when a visitor enters your website, you can set your Targeting options.  Go to the My Apps link, select your widget, then Edit Settings.  

Set up your Auto Chat Popups

In the targeting tab, select Action: Always Show Tab, Show Popup on Match.  This is the setting that will automatically trigger the popup.

Next, you can configure a small proactive chat popup box as below.

Just got to your Customize Text tab in your chat settings, and enter your popup question in the Proactive Popup Message text as below.

If you prefer to just pop your normal pre-sales page that requires name or email, then remove any text from the Proactive Popup message.  By default, we'll trigger the larger pre-sales page in this case.

Trigger your Chat Popups using our SDK

if you want to customize the text you display to your customers on different pages or use more advanced logic, that's easy to do using our Javascript SDK.

Simply use this script to trigger any question you like in your popup:

<script type="text/javascript">
function onSIApiReady() 
//Will display the tab once the scripts have loaded
SI_API.showInvite('Questions about our products? I can help!');

Use session variables to manage only triggering these SDK popup once per browser session using something like the following:

<script type="text/javascript">
function onSIApiReady() 
    var sis_custom=sessionStorage.getItem("sis_custom_popup");
    if (!sis_custom) {
        SI_API.showInvite("this will only trigger once per session");