Optional: Set Up an Invitation

Note: This article is part of a Quick Start Guide to help you implement your Digital DX environment from scratch.

There are a few ways to invite visitors to chat. The following steps outline how to set up a rules-based invitation to a chat conversation.

  1. Create an Invitation, which is the actual interface the visitor sees when invited.
    1. Go to Customers > Custom Invitations and click Create New.
    2. Name the invitation (for example, Acme invite).
    3. Save your changes.

    Need more info? There's an article about customizing chat invitations in our Support Center.

  2. Create an Invitation Rule Set.
    1. Go to Customers > Invitation Rule Set and click Create New.
    2. Enter a Name that will help you identify the rule set.
    3. Select Enable to activate the rule set.
    4. Under the Rules section, click New Rule.
    5. Name the rule.

    6. Click Add Criteria and select an option from the drop-down list.
    7. Click Add Action and select Activate Custom Invite from the drop-down list.
    8. Search for and select the rule you just created.
    9. Save your changes to add your rule to the rule set.
  3. Associate the Rule Set with chat button and HTML snippet.
    1. Go to Channels > Chat > Chat Buttons (Floating) and click on the name of the chat button you created.
    2. On the HTML page, select the rule set you created from the Auto Invite Ruleset drop-down menu.

    3. Save your changes and click Generate HTML.
    4. Follow the instructions on how to test your chat button.

Need more info? There's a section about invitations and rules in our Support Center.

Next article: Optional: Add an Email Channel