How to setup a Pro-active rule for your live chat

Do you like the nice little chat window that silently expands asking you if you need any help while browsing ClickDesk? Wondered how that works and wished to setup the same for your website too? This is called “Pro-active chat” feature, which initiates a chat itself with a predefined message when a visitor stays for more than a stipulated amount of time on a particular webpage. Here is the process how you can set it up for your website too.

Proactive chat setup

1. Login to your ClickDesk live chat dashboard

2. Navigate to Preferences and click on “Pro-active chat” tab

3. Add a proactive rule and Save.

Adding a Pro-active chat rule:

  • Enter the URL of the page you need the live chat to expand
  • Enter the message that you wish to display for the visitors
  • Enter the seconds to wait before the live chat initiates
  • Set to which type of visitors (New, Return visitors or All visitors) the message needs to be displayed.
  • Should the sound be played – Yes/No ?
  • Save


URL rules:

Always make sure that you enter the URL with http:// or https://

Proactive chat rules

Instead of adding the entire URL of your website you can use any of the above shortcuts to add the pro-active chat feature to most of your webpages with one single rule type.