The Campaigns section lets you create automated messages—such as pop-ups, banners, or chat greetings—to engage visitors at the right time.
To access this section, go to Engagement → Campaigns.
Click + New campaign to start building your first campaign.
Creating a campaign
To launch a campaign, follow these steps:
Go to Campaigns and click on the + New campaign button in the top right corner.
Select one of the available campaign Templates
You will be redirected to the Campaign Builder, where you will be able to customize the campaign conditions, look, feel, and other details.
Once your campaign is ready, either publish it immediately or schedule it for the future.
Displaying campaigns when agents are online
Campaigns include a display condition:
Only when agents are online (default)
All the time
To change this:
Click on your campaign
Choose Add or edit conditions
Select your preferred display option
Campaign templates
Campaigns can be created using ready-to-use templates to match specific goals:
Use case–specific FAQ templates
Schedule a call
Schedule a meeting
Offer discounts to returning visitors
Ask for a review
Each template comes with pre-set conditions to help you target the right audience. You can customize these options to suit your specific needs.