Start a proactive chat
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Open the live visitor list
Head to the Visitors view to see who's browsing right now.
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Pick a visitor and send a message
Choose someone, write a friendly opener, and send. A conversation is created and pushed to their browser.
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The widget opens on their screen
Your message appears in the chat widget on the visitor's page, ready for them to reply. From there it's a normal conversation in your inbox.
What makes a good proactive message
- Be specific to where they are: a pricing page question reads very differently from a checkout nudge.
- Keep it short and human. One helpful line beats a wall of text.
- Offer help, don't sell. "Anything I can help you find?" lands better than a pitch.
- Give it a moment. Reaching out the instant someone lands can feel pushy.
Asked before
Tap a question. I'll answer right here.
- What is proactive chat?
- Proactive chat lets you start the conversation with a visitor instead of waiting for them to click the chat button. Your message opens in the widget on their screen.
- How do I start a chat with a visitor first?
- Open the live Visitors list, pick someone who is browsing, and send a message. A conversation is created and pushed to their browser.
- When should I send a proactive message?
- Reach out when a visitor is on an important page, like pricing or checkout. Keep it short and helpful, offer help rather than a pitch, and give it a moment so it does not feel pushy.
- Which plan includes proactive chat?
- Proactive chat is available on the Growth plan and above.
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