Dynamic Chat Activities dynamic-chat-activities

Dynamic Chat offers several filters and triggers for use in your Smart Lists.

Definitions definitions

Triggered
A trigger event occurs when a visitor meets the targeting criteria for a Dialogue or Conversational Flow and is shown the Dialogue.
One trigger event per visitor, per session.
Engaged with a Conversation Flow/Dialogue
An engagement occurs the first time a web visitor clicks on a prompt in a Dialogue or Conversational Flow (clicking a multiple choice option, submitting information, booking a meeting, opening a document, etc). If a visitor opens a Dialogue or Conversational Flow, but does not click on a prompt, an engagement is not logged.
One engagement event per visitor, per session.
Engaged with an Agent
Happens when a visitor is successfully connected to a live chat agent.
One engaged with agent event per visitor, per session.
Interacted with Document
Happens when a visitor clicks on a document in a document card.
There can be multiple document interactions per visitor, per session.
Reached Goal(s)
Happens when a visitor reaches a goal.
There can be multiple goal-reached events per visitor, per session.
Scheduled Meeting
Happens when a visitor books a meeting with a Dynamic Chat agent.
There can be multiple meeting-booked events per visitor, per session.

Things to Note things-to-note

  • Conditions are supported in Dynamic Chat flow steps
  • Dynamic Chat activities can be synced to Marketo Sales Insight
  • You can view individual Dynamic Chat activities in the Activity Log of a Person record
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