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Auto-Connect Agent

The Auto-Connect Agent proactively initiates conversations with your website visitors. Instead of waiting for someone to click the widget and start a chat, the Auto-Connect Agent reaches out first — based on visitor behavior, lead score, and the pages they are viewing.

What the Auto-Connect Agent Does​

The Auto-Connect Agent monitors visitor activity on your website and automatically starts a conversation when specific conditions are met. It can:

  • Send a proactive message to visitors who appear highly interested
  • Trigger outreach when a visitor views specific pages
  • Engage visitors who have reached a certain lead score threshold
  • Deliver targeted messages based on the page the visitor is on
  • Retry conversations at configurable intervals if the visitor does not respond initially

This turns your widget from a passive tool into an active engagement engine. You are no longer relying on visitors to make the first move.

Configuration​

To set up the Auto-Connect Agent, go to Settings > AI Agents > Auto-Connect.

Lead Score Threshold Triggers​

Every visitor on your website accumulates a lead score based on their activity — pages viewed, time on site, return visits, and other engagement signals. The Auto-Connect Agent can use this score to decide when to reach out.

  • Set a threshold — Choose the minimum lead score that triggers automatic outreach. For example, you might set the threshold to 70 out of 100, meaning the agent only reaches out to visitors who show strong interest.
  • Higher threshold = more qualified leads — Setting a higher threshold means fewer but more targeted conversations
  • Lower threshold = more conversations — Setting a lower threshold means more outreach but potentially less qualified visitors
tip

Start with a higher threshold (like 70 or 80) and lower it gradually if you want more engagement. This way you begin by reaching out to your most interested visitors and expand from there.

URL-Based Rules​

You can create rules that trigger the Auto-Connect Agent on specific pages, regardless of lead score. This is useful for high-intent pages where you always want to engage visitors.

  • Pricing page — Trigger outreach when a visitor lands on your pricing page, since they are likely evaluating a purchase
  • Checkout or cart page — Reach out to visitors who may be about to abandon their cart
  • Product pages — Engage visitors browsing specific products to answer questions and encourage a purchase
  • Contact page — Proactively offer help to visitors who are already looking for a way to reach you

For each URL rule, you can specify:

  • The URL or URL pattern to match
  • The message the Auto-Connect Agent sends on that page
note

URL-based rules can work alongside lead score thresholds. You might set up a lead score threshold for general pages and add URL-specific rules for your most important pages.

Default Messages​

Configure the messages the Auto-Connect Agent sends when it initiates a conversation. You can set:

  • Default opening message — The first message the visitor sees when the agent reaches out (for example, "Hi! I noticed you've been browsing our site. Can I help you find what you're looking for?")
  • Page-specific messages — Custom messages for each URL rule, so the outreach feels relevant to what the visitor is viewing

Good messages are friendly, specific to the context, and include an invitation to engage:

  • On a pricing page: "Comparing plans? I can help you choose the right one for your needs."
  • On a product page: "Interested in this product? I can answer any questions you have."
  • On a checkout page: "Need any help completing your order? I'm here if you have questions."

Behavior Settings​

Fine-tune how the Auto-Connect Agent behaves over time:

  • Retry interval — If the visitor does not respond to the first message, how long should the agent wait before trying again? Set this in minutes to avoid being too persistent.
  • Auto-close timing — How long should the initiated conversation stay open if the visitor never responds? This keeps your conversation list clean by automatically closing unanswered outreach after a set period.
  • Maximum retries — Limit how many times the agent will retry reaching out to the same visitor to avoid being intrusive.
warning

Being too aggressive with retries can annoy visitors and hurt their experience on your site. Keep retry intervals generous (several minutes apart) and limit the total number of retries to two or three at most.

Use Cases​

High-Intent Pages​

Set up URL rules for your most important conversion pages. When visitors land on these pages, they are already showing strong intent — a proactive message at the right moment can be the nudge they need to convert.

Pricing Page Engagement​

Visitors on your pricing page are actively evaluating whether to buy. A friendly message like "Have questions about our plans? I can help you find the best fit" can dramatically increase conversions.

Checkout Abandonment​

If visitors land on your checkout or cart page and hesitate, the Auto-Connect Agent can step in with an offer to help. This is one of the most effective ways to recover potential lost sales.

Return Visitor Engagement​

Visitors with high lead scores often include people who have returned to your site multiple times. The Auto-Connect Agent recognizes this engagement and reaches out, turning repeat visits into actual conversations.

Best Practices​

  • Be helpful, not pushy — Your outreach messages should offer value, not pressure. "Can I help you find something?" works better than "Buy now!"
  • Match the message to the page — A generic message on a specific page feels out of place. Use page-specific messages whenever possible.
  • Monitor your results — Check your dashboard regularly to see how many Auto-Connect conversations are converting. Adjust your thresholds and messages based on what works.
  • Respect the visitor — If a visitor dismisses the outreach, do not keep retrying aggressively. A good experience matters more than any single conversation.

Next Steps​

To build more structured conversation flows with branching logic and options, check out the Chatbot Flow Builder.