Widget & automation
Route and engage high-intent visitors
Combine routing rules, contextual messages, and reviewed outreach drafts.
Updated May 2026 · About 2 min read
Automation can route incoming conversations and prepare page-specific engagement without sending unreviewed agent messages.
Routing rules
In Settings → Automation, open Routing and match on page URL, first-message text, referrer, location, visitor tag, or custom field. Put narrow rules above broad rules and confirm the target teammate still has workspace access.
Contextual messages
Open Contextual messages in Settings → Automation. Create a message, choose an exact or wildcard page pattern, set its delay, and order overlapping rules. The widget shows the highest-priority eligible prompt.
Outreach drafts
High-intent visitors can appear as drafts in the Inbox. A teammate reviews and sends each draft, so proactive outreach remains intentional rather than automatic.
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