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How to Invite Visitors into a Chat Automatically

With Comm100 Live Chat, you can automatically invite visitors to chat with you based on pre-defined rules. This not only frees you from manually identifying target visitors and sending invitations but also ensures that no target visitors are missed.

Note: If you are also using Auto Distribution, be aware of the following circumstances:
  • If Auto Distribution is disabled, the auto invitation pops up normally.
  • If Auto Distribution is enabled, then auto invitation can pop up only when:
    1. Auto Accept Chats is enabled for agents,
    2. The maximum chat number of online agents is greater than 0,
    3. For online agents, the ongoing chat number has not reached their maximum chat number. 

To learn by video, visit our video tutorial: Proactively Invite Visitors to Chat.

Step by Step Instructions

  1. Log in to your Comm100 Control Panel.
  2. From the left navigation menu, go to Live Chat > Campaign > Invitation.
  3. Under the Auto Invitations tab, you click New Auto Invitation. kb-invit-01.png
  4. On the New Auto Invitation page, enter the invitation name and turn on the Enable toggle key.
    Note: If you are using the Live Chat Startup package, you can only use the predefined invitation rules listed on the page. If you are using the Live Chat Plus or Live Chat Ultra packages, you can define your own advanced rule-based Invitation rules. To learn more about Comm100 product packages, visit here.
  5. Enter the invitation message.kb-invit-03.png
  6. Choose the invitation style based on your preference.
    Note: For Adaptive type of chat button, the Bubble type of invitation appears in a bubble above the chat button. For Image or Text link type of chat button, you can customize where the bubble appears.
  7. Set the invitation conditions.
    kb-invit-05.png
  8. Based on your requirements, turn on the following options:  
    • Only pop-up once per visit: With this option selected, your invitation window only pops up once during one visit.
    • Hide invitation on mobile: With this option selected, your invitation window does not appear on mobile websites.
  9. Click Save.