Add Proactive Rules to Initiate Chats Automatically
Welcome your visitors with customized messages on selective pages



Clickdesk's Pro-active rule automatically pops up a chat window with a configurable message when any of your agents are online. Below screenshots helps you to understand better.



Click on Proactive chat to set up the rule.

Provide web page URL to add proactive rule.

Provide message how you wish your visitors.



Provide wait time to pops up automatically.

Select visitor type to set up proactive rule.

Set play sound when the message automatically pops up.


What is proactive chat?

Clickdesk automatically pops up a chat window with a configurable message when any of your agents are online.


How do I add a Proactive rule?

Login to dashboard, click on "Preferences" under that click on "Proactive chat" to set up the proactive rule for your web page(s).


What happens if all my agents are offline ?

The proactive chat will not be popped up.


What can I provide for "URL (should start with "http:// or https://")" ?

You can provide your web page URL here starting with "http:// or https://", see the examples below:
1). http://*pricing* will match all pages which contain pricing
2). http://* will match all pages
3). https://* will match all pages with https (secure pages on your site)
4). http://*clickdesk.com* will match all pages on clickdesk.com



What can I provide for "Message" ?

This message will automatically pops up when a web visitor on provided page.
e.g: the message like Hi, thanks for visiting our site. How may I assist you for the day ?


What is wait time?

Wait time is the time after the load. For e.g: if you have configured to show the proactive chat after 30 seconds, the popup will be shown after 30 secs the site has loaded up fully.


What is returning vs first user ?

You can customize a different message for a new customer versus returning customer. e.g: You can show a message - Welcome back to our site. Is there anything I can help you this time again?


What is Play Sound ?

Play sound option helps your web visitors to alert on the proactive chats.


Good luck and thanks to Clickdesk team for this awesome product.


Soam www.qubesys.com

We are very excited about this. Not only is clickdesk cool, but the customer service is beyond incredible!


Luke Wingfield Digby www.totalsend.com



Live-chat is more cost effective than email or phone.
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