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Proactive messages pop up next to the chat launcher to start a conversation, for example “Need help choosing a size?” on your product pages, or “Returns are free within 30 days. Want me to start one?” on your returns page. They’re small, dismissible, and shown one at a time. Set them up in Aide Chat > Proactive.

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Message

  • Message: a short text, up to 200 characters. Two lines read best.
  • From: an optional sender name, up to 40 characters. It defaults to your agent’s name.
  • Button: optional, up to 30 characters. It can open the widget, open a screen (Home, A new chat, Messages or Help) or send a message for the visitor. Clicking the card opens the widget either way.

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When it shows

Every rule you set must hold. Leave them all empty to show the message on every page as soon as it loads.
  • Page URL matches: * matches within a path segment, ** across them, for example **/returns**.
  • Seconds on the page
  • Scrolled at least (%)
  • Visits, at least and Visits, at most
  • Came from: the referrer, for example **google.**.
  • Device: any device, mobile only or desktop only.
  • Visitor attributes: key=value pairs your site sets with identify or setSessionData.

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How often

  • Once per visitor: remembered in the browser, so someone who already saw or closed the message isn’t shown it again.
  • Once per visit: shown again in a new tab or session.
  • Every time it matches: on every matching page, every visit.
Aide('logout', { clearMessages: true }) forgets which messages a visitor has already seen.

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Tracking

The widget emits campaign:shown, campaign:clicked and campaign:dismissed events you can send to your analytics.