Configuring Proactive Triggers

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Plan, configure, and review your Proactive Triggers.

    시작하기 전에

    Activate the Proactive Triggers feature.

    주:
    For new customers onboarding from Vancouver onward, the chat widget is only accessible to authenticated users by default. To allow unauthenticated users to access the chat widget, you must enable the $sn-va-web-client-app and sn_va_web_client_app_embed pages for public access. For more information, see Make UI pages public or private.

    Role required: admin

    이 태스크 정보

    The following steps provide a high-level overview of the Proactive Triggers configuration process.

    프로시저

    1. Navigate to Conversational Interfaces > Settings > General, and then select the View All button next to Proactive Triggers's Rules.
    2. Select New to create rules and define actions that are triggered by those rules.
    3. 옵션: Navigate to Conversational Interfaces > Settings > General, and then select the View All button next to Proactive Triggers's Trigger types.
    4. 옵션: Select New to create custom trigger types.
    5. 옵션: Create multiple rules related to the same trigger type, if needed.

    다음에 수행할 작업

    Review execution logging tables and explore common issues and their resolutions to ensure that your Proactive Triggers feature is working as expected.