> ## Documentation Index
> Fetch the complete documentation index at: https://docs.julian.11x.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Proactive engagement

> Open the chat, or show a nudge bubble, after a set time on site, on chosen pages, or for a UTM campaign.

Most visitors never click a chat launcher. Proactive engagement starts the conversation for them: after a set time on
your site, the widget shows a nudge bubble or opens the chat, with a message written for that page or campaign.

> [tab] Nudge
>
> ![A nudge bubble above the chat launcher with a message and two one-click replies](https://mintcdn.com/11x-60396687/600AdyvMYtwr0AZ7/images/chat/nudge-light.png?fit=max\&auto=format\&n=600AdyvMYtwr0AZ7\&q=85\&s=0b3ab25f87c5ca0f9f491b0fd5f9f876)
>
> A small bubble next to the launcher, with one-click replies. It's less intrusive than opening the chat, and usually
> the better default.

> [tab] Auto-open
>
> ![The chat panel opened on its own with the trigger's opening message](https://mintcdn.com/11x-60396687/600AdyvMYtwr0AZ7/images/chat/open-light.png?fit=max\&auto=format\&n=600AdyvMYtwr0AZ7\&q=85\&s=002fae68c054fec996684c42a5264672)
>
> The chat panel opens with the trigger's message. Use it where a conversation is very likely to help, such as a
> pricing or demo page.

## Set it up

In **Widget > Enhancements > Proactive Engagement**, turn on **Enable proactive engagement** and add a trigger. A
trigger fires when all of its conditions hold.

| Setting | What it does |
| - | - |
| **Time on site** | Seconds on your site before it fires. Defaults to 30 |
| **Only on pages** | Path prefixes, such as `/pricing`. Blank means any page |
| **UTM campaign terms** | Only visitors whose address has one of these `utm_campaign` values. Blank means anyone |
| **UTM sources** | Only visitors whose address has one of these `utm_source` values. Blank means anyone |
| **Opening message** | The first message. Blank uses the agent's normal first message |
| **When it fires** | **Open the chat panel**, or **Show a nudge bubble first** |
| **Fall through after** | For nudges: open the full panel if the visitor ignores the bubble this many seconds |

For nudges, **Customize nudge** sets the one-click replies (each has a label and the message it sends; mark one as
primary to fill it with your action color) and the bubble's colors.

## Openers for a campaign

![Two visitors to the same site, one from the spring-demo campaign and one from webinar-oct, each greeted with a different nudge](https://mintcdn.com/11x-60396687/600AdyvMYtwr0AZ7/images/chat/campaigns-light.png?fit=max\&auto=format\&n=600AdyvMYtwr0AZ7\&q=85\&s=299749e7c570a45d1258db910a3cd8a5)

Add a trigger per campaign with its own opening message, and a general trigger below them for everyone else. To change
how the agent behaves for the whole conversation, not just its first message, see
[Personalization](https://docs.julian.11x.ai/chat/personalization.md).

## Example

Three triggers, in this order:

1. **Campaign nudge.** UTM campaign `spring-demo`, after 5 seconds, as a nudge: "Here for the spring offer? I can show
   you what's included."
2. **Pricing auto-open.** Pages `/pricing`, after 20 seconds, opens the panel: "Comparing plans? Tell me your team size
   and I'll point you to the right one."
3. **Everyone else.** Any page, after 60 seconds, as a nudge: "Anything I can help you find?"

## Good to know

> [accordion] Which trigger fires
>
> * Triggers are checked in list order and the first one whose conditions all hold wins, so put specific triggers
>   above general ones. - Time on site counts from the first page that loaded the widget in that browser tab, across
>   page navigations and reloads. - **Only on pages** matches a section: `/pricing` matches `/pricing` and
>   `/pricing/teams`, but not `/pricing-old`. `/` matches the homepage only. - It fires at most once per browser tab
>   session. A visitor who opens the chat themselves uses up that chance, and a reload doesn't fire it again. - It never
>   fires in a background tab, and doesn't apply to inline widgets, which are always open.

> [accordion] How nudges behave
>
> * Clicking a reply opens the chat and sends the reply's message as the visitor's first message, after the email gate
>   or consent notice if those are on. - The nudge's message becomes the chat's first message only when the visitor
>   clicks the bubble or a reply. Opening from the launcher shows the agent's normal first message. - Without replies of
>   its own, a nudge uses the agent's suggestion chips. - A nudge isn't shown to a visitor who already has a
>   conversation in progress.

> [accordion] UTM matching
>
> Values must match exactly and are read from the page's address when the widget loads. If a visitor lands with a UTM
> and clicks through to a page whose address doesn't carry it, a UTM trigger can't fire there, so pair campaign
> triggers with a short time on site.

> [accordion] Measuring it
>
> Nudges send `chat_nudge_shown`, `chat_nudge_clicked`, `chat_nudge_opened` and `chat_nudge_dismissed` events, which
> you can forward to your analytics. See [Install the widget](https://docs.julian.11x.ai/chat/install.md#send-widget-events-to-your-analytics).


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.