How to initiate chat with visitors?

Proactive Chat allows you to see and engage with your visitors proactively.
This feature is available in Popular plan and above.

How to initiate conversation with a visitor?

  1. Login to your HappyFox Chat account.
  2. If you are in one of the paid plans, you will see the "visitors" tab.
  3. Click on the visitors tab. You will see all the visitors on your site in real time.
    Note: The number of visitors displayed is limited based on your plan.
  4. You can see the location details, time spent and web page they are currently on, in visitor tile. The visitor tiles will be sorted based on the Last active and Landed time  which will also be displayed when you hover your mouse cursor on the visitor tile.You can filter it using options available in left pane.

  5. Click on the visitor you would like to engage with. You will be prompted to enter engagement text. Engagement text is limited to 50 characters.
  6. On clicking "Send" button, tile will turn green, indicating you've engaged with visitor.
  7. At visitor side (on your website), a small pop-up over chat widget with agent's display picture will be shown.
    a. Chat badge style - Compact Mode

    b. Chat badge style - Full mode

  8. Once when visitor clicks on the message, chat widget will expand. When visitor responds back, a chat notification with be sent only to the agent who started the engagement. If agent is offline by the time visitor responds back, it will be routed to other available agents.