An invite rule shows an invitation automatically when a visitor has spent a set time on a page you choose. Manage rules in Live chat › Chat settings › Proactive invites.
Create a rule
Field
Options
Page match
Every page, path contains, path starts with, or a pattern (regular expression)
Page
The text or pattern to match, for example /checkout
Time on page
3 to 600 seconds
Message
Up to 300 characters
Priority
Decides which rule wins when several match the same page
Once per visitor
On by default: each visitor sees this invite once
The invitation appears as a preview bubble in the name of an online agent.
How rules behave
If several rules match one page, only the highest-priority rule fires.
With Once per visitor off, the invite is shown again on each new visit to a matching page.
Matching and frequency are handled on our servers; nothing about invites is stored in the visitor’s browser.
No conversation exists until the visitor replies.
Statistics
Each rule shows how often it was shown, opened and replied to. Retire lines nobody answers and keep the ones that work.
How many rules
Plan
Invite rules
Free
1
Pro
10
VIP 1
unlimited
VIP 2
50
Rules that work well
Page
Delay
Message
Starts with /checkout
90 s
“Anything I can help with before you order?”
Contains /pricing
30 s
“Comparing plans? I can help you pick.”
Contains wholesale
20 s
“Ordering in bulk? Ask for a quote here.”
Teaser, invite or message?
Teaser
Invite rule
Live visitor message
Triggered by
Arriving on the site
Time on a matching page
An agent, by hand
Where to set it
Greeting & translation
Proactive invites
Live visitors list
How often
Once, not for visitors with a conversation
Once per visitor by default
Once per visit
Still stuck?
Talk to a person
Ask Cubby in the chat on any page — a teammate picks up when Cubby can’t help — or write to us. We usually answer within one business day.