Help before they ask

When a visitor seems stuck on your website, for example going back and forth between the same steps or meeting the same error, the chat widget offers a hand: a small card beside the chat button with a suggestion. The visitor can open it as a chat or dismiss it. It is off until you turn it on.

What it needs

• The widget on your website. Setup's "Add the widget to your website" shows the code.
• An AI key. An AI assistant reads the visitor's recent activity to decide whether to offer help, and each check is one request to your AI service. Add a key in Setup → Connect an AI service. Without one nothing is offered, even with the setting on.
• A default visitor assistant. New workspaces already have one, the starter assistant; it is set on the AI page.

Turn it on

1. Open Settings → Project, General tab, and find Help before they ask. Setup links to it.
2. Turn on Track contact page views with widget and Offer proactive help after visitor consent.
3. Choose Update.

To make the chat button glow when a card appears, turn on Glow effects → On insight in Settings → Widget → Settings.

When it fires

1. The widget asks each visitor first: "Share your page activity with our AI assistant for help before you ask?" with Allow proactive help and No thanks. Nothing is collected from a visitor who says no. A visitor who allows it can choose Stop sharing activity in the widget at any time.
2. The widget records that visitor's page views, clicks and form steps, with the values typed into fields removed.
3. After the first 6 of those actions, and then after every 6 to 20 more (the gap grows the longer a visit goes without an offer), your assistant looks at the recent activity. It offers help only when the activity shows a concrete sign of being stuck; steady progress and ordinary browsing get nothing, so most visits never see a card.
4. A visitor who dismisses a card is not offered another for a day, then a week after a second dismissal, a month after a third and six months after that.

Cost and privacy

Each check is one AI request on your account. The installation caps how many checks each workspace makes a day; see Limits and AI ceilings. Activity is kept with the visitor's contact record in your workspace and is never shown to other visitors. See Personal data for what is stored and how to erase it.