Proactive engagement: AI that starts the conversation

Your AI doesn't have to wait for the first click
A standard chat widget works passively β it sits in the corner of the page and waits for someone to notice it. The problem? Most visitors never click the chat icon on their own. They browse the page, hesitate, leave β and you lose the chance to start a conversation.
We're launching proactive triggers β a behavioral rules system that lets AI initiate contact with the customer at the right moment.
How it works
The mechanism is simple: you configure a rule (trigger), specify when it should fire and what message to display. When a visitor meets the condition, an animated bubble appears next to the chat icon with your message β a teaser.
The customer clicks the teaser? The chat opens with that message as the greeting, and AI gets context about what the customer was doing on the page. They close the bubble? Nothing happens β we don't bother them again (until the next session or after the cooldown expires).
Six trigger types
Time on page
A customer spends 30 seconds on a product page but doesn't add to cart? They're probably thinking it over. A teaser saying "Have a question about this product?" can break the barrier. You configure the delay in seconds.
Exit intent
The visitor's cursor moves toward the address bar β a classic signal they're about to close the tab. The trigger fires immediately and shows the bubble. Last chance for a conversation before the customer disappears.
Scroll depth
A customer scrolled through 80% of your offer page? They've reached the end of the content and are likely looking for a purchase decision. You set the percentage threshold yourself.
Idle
A visitor is on the page but hasn't moved the mouse or scrolled for a minute. They're stuck. A gentle "Can I help with anything?" can restore their attention. You configure the idle time in seconds.
Return visitor
The system recognizes customers who have visited before (via localStorage). On their next visit, it automatically displays a personalized message. No login or cookies required.
Cart items
The trigger checks if the customer has items in the cart (via the data-cart-count attribute in DOM). If so β a bubble appears. The perfect moment for a cross-sell or answering doubts before checkout.
Precise configuration
Each trigger is more than a type and a message. You control:
- URL pattern β trigger only fires on pages matching the pattern. Examples:
/product/*(all products),/cart(cart),/*(entire store). Use*as wildcard. - Cooldown β minimum time between consecutive displays (60β3600 seconds). Prevents nagging repetition.
- Max per session β limit teaser displays per visitor session (1β10).
- Priority β when multiple triggers match simultaneously, the one with higher priority fires first.
- Enabled/disabled β deactivate a trigger without deleting the configuration.
Multiple triggers, full control
You can create any number of triggers for a single widget, each with different types and URL patterns. The priority system decides which trigger fires first when several match simultaneously.
Example: on a product page you set up a "Time on page" trigger (30 seconds, priority 2) and an "Exit intent" trigger (priority 1). If the customer spends 30 seconds β they see the teaser. If they try to leave earlier β exit intent fires with higher priority.
Running a multilingual store? Each language version has its own widget, so you create separate triggers for each β with messages in the appropriate language.
AI knows where the customer came from
When a visitor clicks the teaser and opens the chat, AI doesn't start from zero. It receives proactive context β it knows which page the customer was on and what type of behavior triggered the conversation.
AI uses this knowledge to naturally reference what the customer was doing. It doesn't mention detecting behavior ("I see you were about to leave") β it simply refers to the page context and offers help.
Stats in the dashboard
Each trigger displays three metrics:
- Shows β how many times the teaser appeared
- Clicks β how many times visitors clicked the teaser
- CTR β click-to-show ratio
Data is collected separately for each triggerβwidget pair. You see which messages and trigger types perform best.
Configure in three steps
- In the Upsellic dashboard, go to Proactive Triggers and click Add trigger
- Choose the website, trigger type, URL pattern and parameters
- Assign widgets and write teaser messages
The trigger works immediately after saving β the widget automatically loads the configuration on the next page load.
Proactive triggers are included in Upsellic at no extra cost. Each conversation initiated by a trigger uses 1 credit, identical to an organic conversation.