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