Set up BoldChat so visitors can be invited to chat.
Building Block: Invitations Invitation is a term referring to a set of features that interact to allow you to prompt visitors to engage with your organization. An invitation always includes an actual interface seen by visitors, called the Custom Chat Invitation. This actual invitation can be sent manually by an operator or automatically according to settings or rules.
How to set up Custom Chat Invitations A Custom Chat Invite or Custom Chat Invitation defines the actual interface seen by visitors upon invitation. Invitations can be customized in a number of ways.
How to allow operators to invite visitors to chat By default, all operators are able to invite visitors to chat from the Visitors tab. This is referred to as Custom Invite, Manual Invitations, Instant Chat Invite, Invited 'Pro-Active' Chat, or Manual Proactive Chat.
How to invite visitors to chat after a short delay You can set BoldChat to automatically invite visitors to chat after a short delay. This does not involve rulesets, so it is relatively quick and easy to configure. This feature is known as Instant Invite Delay.
How to set up Sale Recovery (invite visitors to chat after missing them) When operators are unavailable, visitors may nonetheless click on a chat button without making real-time contact with an operator. When an operator becomes available, BoldChat can proactively inform them that a visitor who wanted to chat is still on the site (this is called recovery) or is filling out a form (this is called recapture). The operator can then choose to invite the visitor to chat. These features are also known as Sale Recovery™, Chat Recovery, or Visitor Recapture.