Navigation and case studies

Two tools turn a conversation into a next step on your site. Navigate Website offers a button to a page you’ve chosen, and Show Case Study shows a card with a customer’s headline result and a link to the full story. Both are set up in Instructions > Tools and are off until you turn them on.

Navigate Website

The agent mentions a page in its reply and shows a Take me there button under it. The visitor decides whether to go; clicking opens the page in the same tab. If they’re already on that page, the card says so instead of showing a button. Use it to:

Steer visitors to pages that convert well, such as pricing, a demo request or a product tour.
Send questions you don’t want the agent to handle, such as support or billing, to the page that handles them.

Add up to 20 pages. Each one needs:

Field	Example	Notes
Label	Pricing	Shown on the button
Path	`/pricing`	A path on the same site the widget is on, not a full URL
When to show	Visitor asks about plans or cost	How the agent decides this page is the right one. Required; up to 500 characters

The agent can only offer pages on your list, so it never sends a visitor somewhere you haven’t chosen. Write When to show like an instruction to a colleague: what the visitor says or wants when this page is the answer.

Show Case Study

Case studies are some of the strongest content in a sales conversation. When a visitor asks for proof, results or customer examples, the agent picks the card that fits what this visitor has told it and shows it in the chat.

Field	Example	Notes
Customer	Acme Inc.	Required
Industry	Healthcare	Optional; helps the agent match a visitor’s industry
Headline result	3x more booked meetings in 90 days	Required; the metric the card leads with
Link to the full story	`https://example.com/case-studies/acme`	Required; must be a full `https://` URL
Quote	”It changed how our team handles inbound.”	Optional

Write your own cards so they carry the stories and numbers you want told. The agent shows only cards from this list.

Tell the agent when to use them

Both tools work best when the agent’s instructions say when to reach for them, for example:

When a visitor asks what it costs, offer the Pricing page.
When a visitor from healthcare asks for results, show the Acme case study.
Send billing and login questions to the Support page instead of answering them.

Get Started

Engage Visitors

In-Chat Actions

Leads and Safety

Navigation and case studies

Navigate Website

Show Case Study

Tell the agent when to use them

​Navigate Website

​Show Case Study

​Tell the agent when to use them

Navigate Website

Show Case Study

Tell the agent when to use them