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Running actions on the visitor's page

You can run actions defined by your site and basic actions from the panel on the visitor's open page.

  • Company administrators and agents

How to run actions on the visitor's page?

You can run actions defined by your site and basic actions from the panel on the visitor's open page. Who can do this: Company administrator and agents. In actions that require approval, the warning “This action will ask for visitor approval.” appears; the action runs when the visitor approves. Actions run on the visitor's open page; they cannot be run if the visitor has left the site.

Steps

  1. Open the conversation and go to the Action tab in the right panel 1.

  2. Select the action from the Select action… list; basic actions are marked as (basic) 2.

  3. Fill in the parameters and click Run 3. The result appears in the chat flow as a “Page processing” line.

Running actions on the visitor's page (with demo data)
  1. 1Action tab
  2. 2Action selection
  3. 3On the visitor's page
Actions requiring approvalIn actions that require approval, the warning “This action will ask for visitor approval.” appears; the action runs when the visitor approves.
Visitor must be on the siteActions run on the visitor's open page; they cannot be run if the visitor has left the site.

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