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Settings

Configure automated chatbot workflows that respond to visitor interactions and events on your website.

Base Settings

Name
string required
A descriptive name for your custom workflow to help you identify it in the dashboard.
Description
string
Optional description of what this workflow does or when it should trigger.
Active
boolean
Enable or disable this workflow. Inactive workflows won't trigger automatically.
Type
select required
Choose between Custom workflows for rule-based automation or AI workflows for conversational bots.

Triggers

Triggers determine when your workflow will automatically start. Each trigger type responds to different visitor actions and has its own configuration options.

Visit

Triggers when a visitor first arrives on your website or starts a new browsing session.

This trigger activates when:

  • A visitor loads your website for the first time
  • A visitor returns after being inactive for more than 30 minutes
  • The visitor's session starts (page load or refresh)

Trigger Settings:

  • Conditions: Control how often the workflow can trigger for the same visitor

User Says (NLP)

Triggers when a visitor's message matches specific intent patterns you define.

This trigger uses natural language processing to understand visitor messages and activate workflows based on their intent, such as:

  • Requests for human support
  • Specific questions about products/services
  • Expressions of frustration or urgency

Trigger Settings:

  • Intent Description: Define what kind of messages should trigger this workflow
  • Parameters: Extract specific information from visitor messages (optional)

Online Since

Triggers when a visitor has been continuously active/online for a specified number of minutes.

This trigger monitors visitor activity and activates when:

  • A visitor has been actively browsing your website for the specified duration
  • The visitor's session has been continuous without long periods of inactivity
  • Used to engage visitors who have been spending significant time on your site

Trigger Settings:

  • Minutes: Number of continuous minutes the visitor must be online/active
  • Conditions: Control how often the workflow can trigger for the same visitor
This trigger helps you engage with highly engaged visitors who are spending considerable time on your website, indicating strong interest in your content or products.

Chat Open

Triggers when a visitor opens the chat widget.

This trigger activates whenever:

  • A visitor clicks to open your chat widget
  • The chat interface becomes visible to the visitor

Trigger Settings:

  • Conditions: Control how often the workflow can trigger for the same visitor

Start Manually

Allows manual activation of the workflow from the dashboard or API.

This trigger gives you full control over when the workflow runs:

  • Start workflows programmatically via API
  • Manually trigger from the dashboard for testing
  • Integrate with external systems or events

Trigger Settings:

  • No additional configuration needed - this trigger is always ready for manual activation

Chat Minimize

Triggers when a visitor closes or minimizes the chat widget.

This trigger activates when:

  • A visitor clicks the minimize/close button on the chat widget
  • The chat interface is hidden from view

Trigger Settings:

  • Conditions: Control how often the workflow can trigger for the same visitor

Trigger Conditions

All triggers (except Manual) include condition settings that control frequency:

Send once for a unique visitor
select
The workflow will only trigger once per visitor, regardless of how many times the event occurs.
Unlimited (send on each click)
select
The workflow can trigger every time the event happens, with no restrictions.
Send once per 24 hours
select
The workflow will only trigger once every 24 hours for each visitor, even if the event occurs multiple times.

Query Builder

Advanced targeting lets you create complex conditions using visitor data, behavior, and website context.

The query builder allows you to add additional filters that must be met before the trigger activates. You can combine multiple conditions using AND/OR logic with:

  • Visitor Information: Country, email, session count, etc.
  • Widget Status: Whether agents are online or offline
  • Custom Events: Page views, button clicks, form submissions
  • Time-based: First visit, time on page, etc.
Use the query builder to create highly targeted workflows that only activate for specific visitor segments or under particular conditions.
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