How to Setup Visitor Automations

Visitor Automations allow you to optimize visitor engagement and increase online sales. Present visitors with chat invitations that speak to their interests, assign visitors to properly skilled agents, or assign custom 'visitor tags' that display to your operators based on visitor attributes and visitor behaviors on your website.

 Here is a video to explain how to better use visitor automations: 

How to setup a Visitor Automation:

•  Admin Panel > Chat > Automations, click +Add Automation at the top-right. Add up to 3 visitor automations.
• Enter a Name and Description for your automation.
• (Optional) Enable s a schedule for your automation. You can set the days and start/end times during which automation should be active.
• "Meet all of the following conditions:"
  Select a condition from the available Visitor Details, Visitor Actions, and Custom Values that will prompt your automation and specify a value for the condition. To set another condition for the automation, click +Add condition.
  
  ALL of the conditions added must be met in order to fire your automation.
  
  If Alex speaks English and visits 3 pages then invite him to chat with the following message "Have any questions? Live operators are on standby"
• "Meet any of the following conditions:"
  These conditions are the same as the above except if you create multiple conditions here then ANY of them will prompt your automation.
  
  If Alex is a returning visitor or he visits 3 pages then tag Alex as a prospect.
• "To perform these actions"
  Select the action that will result when your automation conditions have been met. To set another action for the automation click +Add action.

If you have any questions about Visitor Automations or would like assistance setting them up, please contact LiveHelpNow support to speak with a member of our team.