Product · Automation
Start the right conversation before they ask.
Automations send proactive messages in the widget when something specific happens — with conditions, frequency caps, and per-locale copy so they help instead of nag.
The four triggers
- First message — greet visitors the moment they open the widget. Your baseline welcome, per locale.
- Page visit — fire when a visitor lands on matching URLs. "Working on pricing? Ask us about volume discounts" beats a generic hello every time.
- API trigger — fire from your product. Track
usage_limit_reachedortrial_startedvia the event API and map events to messages in the dashboard. - Email capture — ask anonymous visitors for their email at the right moment; captured emails create contacts and enroll lifecycle campaigns.
Display modes
- Bubble — a teaser next to the launcher. Low-key, dismissible.
- Open — the widget opens with the message. Use sparingly; high intent pages only.
Guardrails
- Frequency caps — limit how often a visitor sees any automation, per automation and globally. The difference between helpful and spammy.
- Conditions — target by page, locale, or visitor properties. Paying customers shouldn't see trial-upgrade nudges.
- Locale-aware copy — write each message per language; the widget serves the visitor's locale automatically.
Recipes
- Pricing page — page visit trigger: "Happy to help you compare plans — what are you solving for?"
- Churn watch — API trigger on
usage_dropped: open with a check-in offer. - Cart hesitation — page visit on checkout: bubble with shipping/returns answer links.
API surface
GET /api/widget/automations/config # client-side trigger config
POST /api/widget/automations/evaluate # evaluate triggers for a visitorClient-side evaluation keeps targeting logic in your control; server-side rules (caps, conditions) are enforced for you.