Configuring Proactive Triggers

Plan, configure, and review your Proactive Triggers.

始める前に

Activate the Proactive Triggers feature.

注:

For new customers onboarding from Vancouver onward, the chat widget is only accessible to authenticated users by default. To allow unauthenticated users to access the chat widget, you must enable the $sn-va-web-client-app and sn_va_web_client_app_embed pages for public access. For more information, see Make UI pages public or private.

Role required: admin

このタスクについて

The following steps provide a high-level overview of the Proactive Triggers configuration process.

手順

1. Navigate to Conversational Interfaces > Settings > General, and then select the View All button next to Proactive Triggers's Rules.
2. Select New to create rules and define actions that are triggered by those rules.
3. オプション: Navigate to Conversational Interfaces > Settings > General, and then select the View All button next to Proactive Triggers's Trigger types.
4. オプション: Select New to create custom trigger types.
5. オプション: Create multiple rules related to the same trigger type, if needed.

次のタスク

Review execution logging tables and explore common issues and their resolutions to ensure that your Proactive Triggers feature is working as expected.