Best Practicesengagementconversionproactive

Proactive Chatbot Messages: Triggers, Timing, and Templates That Convert

Learn how to configure proactive chatbot messages that boost engagement without annoying visitors. Includes timing frameworks, message templates, and A/B testing results.

Nedim Mehic

Nedim Mehic

6 min read
Proactive Chatbot Messages: Triggers, Timing, and Templates That Convert

A chat widget that waits to be discovered will mostly be ignored. Passive chatbots see 2-5% engagement rates—meaning 95%+ of visitors never interact.

Proactive messages change this. Properly configured triggers can increase engagement to 15-35% without annoying visitors.

This guide covers the exact triggers, timing, and messages that work.

The Proactive Spectrum

There's an optimal level of proactivity:

Approach Engagement Rate Result
Too Passive 2-5% Widget appears, nothing happens, visitors don't notice
Optimal 15-35% Appropriate trigger, gentle message, helpful context
Too Aggressive High bounce Immediate popup, demands attention, blocks content

The goal is finding the sweet spot between invisible and intrusive.

Page-Specific Trigger Configuration

Different pages require different approaches:

Pricing Page Trigger

URL pattern: /pricing*
Delay: 20 seconds
Additional condition: Scroll past first pricing tier
Message: "Comparing plans? I can break down the differences
         and help you figure out which fits your needs."
Buttons: [Compare Plans] [Talk to Sales] [See Features]

Product Page Trigger

URL pattern: /products/*
Delay: 30 seconds
Additional condition: 50% scroll depth
Message: "Questions about [product name]? I can help with
         specifications, pricing, or compatibility."
Buttons: [Check Availability] [See Pricing] [Compare Options]

Cart Page Trigger

URL pattern: /cart*
Delay: 120 seconds (2 minutes of inactivity)
Message: "Something holding you up? I'm here if you have
         questions about your order."
Buttons: [Shipping Info] [Apply Discount] [Checkout Help]

Exit Intent Trigger

URL pattern: * (all pages)
Trigger type: Exit intent detected
Message: "Before you go—anything I can help with?"
Frequency: Once per session

The Timing Framework

When should proactive messages trigger?

Page Type Delay Additional Trigger Rationale
Homepage 45+ seconds Only if no navigation Let visitors orient first
Product pages 30 seconds 50% scroll They're interested, may have questions
Pricing page 20 seconds Scroll past first tier They're evaluating options
Checkout 2 minutes Inactivity only Don't interrupt buying
Blog/content Never or 60+ sec Only exit intent They're reading, don't interrupt
FAQ/Help 15 seconds Immediate OK They already have questions

Message Templates That Convert

Pricing Page (High performer)

"Comparing plans? I can break down exactly what's included in each—or help you figure out which fits your situation."

Why it works: Specific to context. Offers two types of help. Low pressure.

Product Page

"Questions about [product]? I can help with sizing, specifications, or compatibility—whatever you need."

Why it works: Names specific concerns. Shows the bot is useful, not generic.

Cart Abandonment (Highest engagement)

"I noticed you've been here a minute—anything I can help with? Shipping questions? Discount codes? Just ask."

Why it works: Addresses actual abandonment reasons. Mentions discount codes.

Exit Intent

"Before you go—did you find what you were looking for?"

Why it works: Catches visitors with unresolved questions. Non-pushy.

Messages That Fail

Learn from what doesn't work:

Too Soon (Immediate popup)

  • Message: "Hi! How can I help you today?"
  • Delay: 0 seconds
  • Result: 68% dismiss rate. Visitors haven't seen the page yet.

Too Generic

  • Message: "Hello! I'm here to help with any questions."
  • Result: 5% engagement. No reason to respond to vagueness.

Too Pushy

  • Message: "Ready to start your free trial? I can set it up in 30 seconds!"
  • Result: High bounce rate. Feels like a sales attack.

The pattern: Helpful and specific beats aggressive and generic.

Frequency Limits

Configure limits to prevent harassment:

Setting Recommended Value
Max messages per session 2
Cooldown after dismiss Don't show again this session
Returning visitor memory Don't repeat same message for 7 days

A/B Testing Results

Test 1: Timing

Variant Delay Engagement
A 15 seconds Lower (felt intrusive)
B 30 seconds Highest
C 45 seconds Lower (missed some visitors)

Winner: 30 seconds for most pages.

Test 2: Question vs. Statement

Variant Format Engagement
A "Have questions about pricing?" Baseline
B "I can help with pricing questions." Lower
C "Questions about pricing? I can break down what's included." Highest (+40%)

Winner: Question + value proposition combined format.

Test 3: Specific vs. Generic

Variant Message Engagement
A "How can I help you today?" Baseline
B "Questions about our Pro plan? I can explain what's included." +340%

Winner: Specificity signals competence.

Teaser vs. Full Chat Mode

Two display approaches:

Teaser Mode Shows a small bubble next to the widget:

"Got a pricing question? →"

Visitor clicks to expand. Less intrusive.

Full Chat Mode Opens the conversation window with proactive message showing.

Recommendation: Use teaser mode for most pages, full chat mode for high-intent pages (pricing, checkout).

Metrics to Track

For each proactive message, monitor:

Engagement Rate

Visitors who see message → visitors who respond

Rate Assessment
Under 5% Poor—message not resonating
10-25% Good
25%+ Excellent

Dismiss Rate

Visitors who actively close the message

Rate Assessment
Under 30% Acceptable
Over 50% Too aggressive

Conversion Impact

Compare conversion rates between:

  • Visitors who saw message and engaged
  • Visitors who saw message but didn't engage
  • Visitors who didn't see message (control)

If proactive recipients convert better, your messages are helping.

Common Mistakes

Immediate popup Visitors haven't seen your page yet. Give them 20-30 seconds minimum.

Same message every page "Questions about pricing?" on a blog post feels off. Context matters.

No dismiss memory Visitor closes message; 5 seconds later, it's back. That's harassment.

Blocking content Proactive messages should never cover important page elements.

Requiring action Good: "Let me know if you have questions." Bad: "Enter your email to continue."

Getting Started

Start free with Kya to configure proactive messages:

Start with three triggers:

  1. Pricing page: 20 second delay, scroll trigger, specific message
  2. High-value product pages: 30 second delay, specific message
  3. Exit intent (all pages): "Before you go—anything I can help with?"

This covers 80% of the opportunity. Run for a week, check engagement rates, and optimize from there.


The difference between 4% and 15% engagement isn't a bigger widget or a brighter color.

It's the first move.

A chatbot that reaches out helpfully—at the right time, with the right message—changes the conversation.

Literally.

About the Author

Nedim Mehic

Founder of Kya. Building AI tools that help businesses grow.

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