Set up Chat Prompts on Gist

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By Josh Slone

updated 3 months ago


Once you have the live chat widget set up, you can create messages that can be triggered based on user actions. Triggered chat prompts are useful for starting conversations with visitors on your site and for urging them to take specific actions.

Chat prompts will be delivered to the visitors automatically by Gist, and if they respond to the message, you will be able to continue the conversation manually. This makes communication more personal for your visitors.

You can also set up chat prompts for your signed up customers based on their attributed or behavior, and use them to provide contextual support or for upselling.

Customize your chat prompts

To help you get started, we’ve setup a simple welcome message that will be triggered automatically when someone visits your website for the first time. This will help your users know where to whom to ask if they have any questions about your website or need any help.

You can customize and make changes to the message and then set it live. You can also use custom settings on Gist and send chat prompts to your visitors based on their actions, such as:

  • Visiting a specific page – like blog, pricing, homepage, etc.
  • How many times they visit a specific page
  • How long they stay on a specific page
  • What country they live in
  • What browser they use

How to trigger a chat prompt on Gist?

It takes only a couple of minutes to set up a chat prompt.

Step 1: Select the ‘Chat Prompts’ button on the "Assistant" page.

Step 2: Compose a relevant and engaging message with a friendly, conversational tone, and encourage visitors to do the action that you want them to.


We’ve already set up a message by default. You can keep it, or change it to suit your needs.

Step 3: Choose when the chat should appear and select appropriate conditions to trigger the prompt.

Think of the various scenarios where it would benefit your business if you sent a chat prompt to your visitor or customer. Create chat prompts accordingly. You can create multiple chat prompts, one for every condition that you require.


Step 4: Once you’re ready, click ‘Save’ and your chat prompt will be triggered automatically by Gist based on the conditions you set.


Using Liquid Properties in Your Chat Prompts

Much like liquid tags in our email marketing tools, you can insert conditional content into your chat prompts and snippets.

Liquid properties give you the ability to add conditional content based on properties of your Gist contacts. For instance, you likely have your subscribers' names. Use the liquid property tag  {{ subscriber.name }} to personalize your chat prompts and snippets — only for those in your contacts.

Here's how it would work:

You have a chat prompt for your pricing page: "Hi {{ subscriber.name }} :) Is there something I can help you with?

If you have a visitor, named Paulina, in your contacts, they will see this;

Hi Paulina :) Is there something I can help you with?

If the visitor is not in your contacts (or your don't have their name) they will wsee this:

Hi :) Is there something I can help you with?

Note: These liquid properties are similar to those in our email marketing tools, but not as extensive as the email version. You can check out our full liquid tags explanation for email, right here.

Use cases for triggered messages

Here are some examples of triggered chat prompt messages that you can set up.

1. When someone visits your website for the first time

You can set up a short and sweet welcome message for visitors who land on your website for the first time. You can use this message to let first-timers to know what they can do on your website, or you can point them in the right direction to drive sales.

2. When someone visits from a marketing campaign

You can set up relevant messages to be triggered when visitors come from a specific website or ad campaign that you run. For instance, you can set up specific messages to visitors from Product Hunt, or from a Facebook ad campaign.

You can welcome visitors from specific websites with a relevant message and can offer discounts or freebies.

3. When someone spends more time on a particular page

If a visitor stays on one page for a long time, it could be because they have a question, or need some help with something. You can trigger automatic messages asking visitors if they need any help.


Need Help?

Do you have a question? We’ll be happy to hear what you have to say. Get in touch with us via chat.

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