Proactive Triggers : Not visible post activation of the plugin

[Sujatha V M]

Hello Team, 

In Utah release, there was a new feature released as "Proactive Triggers". 

I had followed all the steps as per the docs (Enabled the property, Set the trigger and actions to active) but the pop-up isn't showing up on the instance? 

Cleared the browser cache as well but still its showing only the chat bot icon and not the pop-up. 

Why isn't showing up on the instance?

SP Portal: 

ESC Portal:

[Hemant Goldar]

Hi @Sujatha V M,

Make sure to create an agent chat record associated with the portal where you want the proactive trigger should be available.

Steps: 

Goto > Service Portal > Agent chat> Create a record with the portal you want to show proactive trigger.

I hope this helps!

Regards,

Hemant 

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[Sujatha V M]

thanks for your response. I'm looking for Virtual agent and not for Agent Chat

[Mark Roethof]

Hi there,

Can you share how you configured the Proactive Rules?

Perhaps also this article helps:

- 2023-03-21 - Article - Proactively sending context-specific messages to end users with Virtual Agent Proactive Triggers

[Sujatha V M]

Thank you for the response. Below are the steps followed on Proactive triggers,

- Activated the plugin

- Conversation interfaces -> Settings -> General 

- Activated the Proactive Actions and Proactive Rules 

- Enabled the property to get the pop-up 

Apart from the basic steps, tried to change the frequency to "Everytime" with delay as "None" and applies to "Any User" in actions.