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  1. You must first embed the proactive chat application within your website using the provided URL on the General Settings tabRefer to Proactive Chat for detailed instructions on embedding the chat application within your website.    
  2. Once the application is embedded, visit the website containing the embedded proactive chat application. 
  3. You are presented the Proactive Chat Invite or Proactive Chat window after spending the allotted time specified in the proactive chat launching criteria.

Once Proactive Chat is activated, you need to determine when you wish for the proactive chat to launch. The Proactive Launch Criteria indicates the duration, in seconds, that the customer must spend on the web page before the proactive chat invite or proactive chat window is presented to the customer.


To set the proactive chat launching criteria:

  • In the Launching criteria field, enter the number of seconds you wish to wait before presenting the Proactive Chat window to the customer.

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