How to create invitations
Invitation is a term referring to a set of features that interact to allow you to prompt visitors to engage with your organization. An invitation always includes an actual interface seen by visitors, called the Custom Chat Invitation. This actual invitation can be sent manually by an operator or automatically according to settings or rules.
To work with invitations, you must implement Visitor Monitoring HTML on your site. You can choose to use invitations alone, or in addition to chat buttons or links.
Where do I create invitations?
We recommend creating and managing Custom Chat Invitations from the following location: .
To create rules, go to .
How do invitations relate to other BoldChat entities?
Any custom chat invitation can be associated with the following:
- Auto-Invite Rulesets (the direction of the relationship is from ruleset to invitation).
- A Custom Chat Window (the direction of the relationship is from invitation to window).
- The Invite this visitor to chat button on the Visitor tab
- The Invite Delay field on the General Account Settings tab
For help customizing Custom Chat Invites, see How to set up Custom Chat Invitations.
How can invitations be sent?
- Manually: How to allow operators to invite visitors to chat
- Automatically, after a delay: How to invite visitors to chat after a short delay
- According to rules: How to invite visitors to chat according to rules
Every year, Genesys® orchestrates billions of remarkable customer experiences for organizations in more than 100 countries. Through the power of our cloud, digital and AI technologies, organizations can realize Experience as a Service℠, our vision for empathetic customer experiences at scale. With Genesys, organizations have the power to deliver proactive, predictive, and hyper personalized experiences to deepen their customer connection across every marketing, sales, and service moment on any channel, while also improving employee productivity and engagement. By transforming back-office technology to a modern revenue velocity engine Genesys enables true intimacy at scale to foster customer trust and loyalty.