Greetings simplify customer interaction. This feature serves multiple purposes, such as displaying a short, informative message alongside the WhatsApp button to help visitors quickly understand its purpose.
The Click to Chat plugin currently offers two greeting templates, while Click to Chat PRO adds a Greeting Form Template and Multi-Agent support.
Greetings settings are available at “Click to Chat” —> “Greetings”.
Available Greeting Types
Greetings-1: Customizable Design: This feature is fully customizable. A plugin user has the control to customize all of its fields, including the WhatsApp Call to Action button. Greetings 1 comes with a message box and a WhatsApp button. This helps in enhancing the customer’s understanding of the website and its products.
Greetings-2 – Content Specific: Focused on delivering rich content, this template is ideal for showcasing more information about your products, services, or support without overwhelming the user.
Greeting PRO Features ( Form, Multi Agent, Actions)
🔗 Included in the PRO plan — View Pricing
Greetings 3: Form: Collect user details through a customizable form before initiating a chat. The collected data can be sent to an email or webhook for further processing.
Greeting 4: Multi Agent: Assign different agents with separate time schedules. Based on the time of the visit, the greeting can show a specific agent for the user to contact.
Greeting Actions (Available in All Greeting Types – PRO Only)
Add intelligent triggers that control when and how greetings appear on your site:
- Time Action Show the greeting dialog after a specific delay (in seconds) once the user lands on the page.
- Scroll Action Display the greeting when the user scrolls to a certain percentage of the page height.
- Click Action Trigger the greeting dialog when a specific element (like a button or link) on the page is clicked.
This Greetings feature helps guide visitors and personalize communication through messages, forms, or agent-based routing.
Upgrade to PRO for advanced features like multi-agent support, form collection, and smart triggers.