Engagement & automation
Visitor event rules and actions
Run automatic actions when a visitor meets your event rules.
Visitor event targeting conditions
Choose which visitors qualify for an event using their activity, page, conversation and customer information.
Visitor event and bot schedules
Restrict visitor events and eligible bots to selected dates, weekdays and website-local times.
Proactive chat invitations
Offer targeted help to website visitors through an available operator or a configured autonomous agent.
Proactive chat control group settings
Withhold automatic proactive invitations from a sample of qualifying visitors so you can compare results.
Visitor popup event setup
Show targeted messages, images, surveys or linked offers to website visitors when an event matches.
Visitor event updates to customer context
Use visitor events to update scores, flags, conversation tags, bot context and the visitor's chat experience.
Visitor event alerts for operators
Alert operators to qualifying visitors and optionally bring those visitors onto their floor or mark them as favourites.
Virtual Assistant task setup
Build virtual assistant tasks from reusable steps and data fields, with actions for each answer or skipped step.
Virtual Assistant task drafts and publishing
Prepare named task drafts, publish one live version and inspect who changed or published each version.
Virtual Assistant task steps and branches
Guide a visitor through ordered questions and actions, choosing the next step from their answer.
Virtual Assistant task data fields
Collect task answers in reusable typed fields, with validation, storage choices and display masking.
Existing answers in Virtual Assistant tasks
Choose whether a task asks again, confirms a known answer or continues using information already available.
Virtual Assistant task messages and identity
Give task questions and replies the right wording, language, links and assistant identity for each channel.
Virtual Assistant task pauses and handover
Pause or cancel a task, resume it when allowed and route visitors to people or an alternate task.
Virtual Assistant task actions
Use task answers to update conversation details, create follow-up work and send outbound messages.
Task integrations, appointments and embedded pages
Connect task branches to a registered integration, appointment form or embedded page and continue according to the result.
Virtual Assistant task preview
Try the questions and branches of a saved task version in a private preview before publishing it.
Virtual Assistant task import and export
Transfer virtual assistant definitions between websites or copy a task while reviewing shared steps and missing dependencies.
Custom bots and FAQ bots
Connect registered bots to eligible conversations and control when they can respond or hand work back.
FAQ bot training and automatic replies
Train FAQ bot responses with operator feedback and control when an intent can reply automatically or start a task.
Email event rules and actions
Apply ordered email rules to route tickets, change their details and trigger follow-up when events or time conditions match.
Task notes and operator reminders
Add a follow-up note and operator reminder automatically when a visitor reaches a task action.
Virtual Assistant usage
Understand the task and step activity behind automation reports and the limits of visitor-event timing evidence.
Virtual Assistant tasks started by Autopilot
Let Autopilot start a configured Virtual Assistant task when a conversation needs a defined sequence of actions or questions.
Virtual Assistant task validation and retries
Help visitors correct task answers and offer configured retry, skip or alternate routes when they need assistance.