Configure AI Commitment
AI Commitment helps ELChat decide if an intervention can be useful during a person’s visit to your site.
The functionality can remain silent. It should only open a conversation when the course, context and rules you have defined really justify help.
When to use?
Section titled “When to use?”AI Engagement is particularly suitable when you wish to:
- assist a person who consults several pages;
- offer assistance on a product or offer;
- orientate towards an appointment;
- answer a targeted commercial question;
- facilitate contact with the support.
If your need is limited to displaying a message after a specific event, use [Proactive Commitment]](/centre-d-aide/en/automatiser/engagement-proactif/).
Enable functionality
Section titled “Enable functionality”In the relevant site:
- Open the AI Commitment tab;
- enable functionality;
- choose the agent authorized to respond or the default agent;
- possibly choose a relay workflow;
- Select the behavior of the widget: Display or Open and initiate;
- Set page, visit time and score thresholds;
- limit the frequency of interventions;
- Select the authorized message strategies;
- click Save.
The selected officer must be active and allowed to proactively engage visitors.
Choose message strategies
Section titled “Choose message strategies”The strategies proposed are:
| Strategy | Recommended use |
|---|---|
| Assistance | Helping a person who seems to hesitate or encounter a difficulty |
| Targeted question | Ask a short question to clarify the need |
| Navigation | Orient to the right page or resource |
| Sale | To accompany a clearly expressed intention to purchase |
| Making appointments | Facilitating the next trade step |
| Support | Offer help when a problem is likely |
Enable the strategies your team is ready to read and process.
Set safeguards
Section titled “Set safeguards”Minimum conditions
Section titled “Minimum conditions”The following settings avoid too early intervention:
- minimum number of pages consulted;
- minimum duration of the visit;
- minimum score before intervention.
A person who arrives on the home page and leaves immediately should not usually receive an automatic message.
Frequency and calm periods
Section titled “Frequency and calm periods”Define:
- the maximum number of interventions per visit;
- the maximum number of interventions per person;
- the time after an intervention;
- the delay after the widget is closed;
- the time limit after a refusal;
- the period during which the per capita limit applies.
These settings protect the visit experience and avoid repeated restarts.
Understanding a decision
Section titled “Understanding a decision”Section Recent decisions indicates whether ELChat has chosen:
- Commit: conditions are met;
- Wait: the journey still deserves to be observed;
- Silence: an intervention would be unnecessary, too frequent or already managed.
Each decision displays the score, page type, level of intent and reason recorded. Use this reason to adjust thresholds, strategies or content, rather than automatically increase frequency.
Follow the results
Section titled “Follow the results”Available indicators include:
- opportunities detected;
- evaluations carried out;
- interventions initiated;
- the visitors engaged;
- the answers;
- interactions with CTAs;
- assigned leads, appointments and conversions when available.
A high volume of occasions does not necessarily mean that the configuration is good. Compare especially useful answers, refusals and conversions.
Good practices
Section titled “Good practices”- start with Display rather than with automatic opening;
- choose a single strategy at first;
- gradually increase the thresholds;
- maintain generous periods of calm;
- stop any intervention when a person responds or requests an adviser;
- test several real routes before publishing the configuration;
- Review the “Engage” and “Silence” decisions regularly.
Example start configuration
Section titled “Example start configuration”To help visitors comparing products, start with:
| Adjustment | Example value | Why? |
|---|---|---|
| Agent | Assistant commercial |
The agent knows the offer and the next expected step. |
| Relay workflow | Organiser un rendez-vous commercial |
The relay is only used if the person wishes to go further. |
| Behaviour | ** Highlight** | The visitor chose to open the widget. |
| Minimum pages | 2 |
Only one page is not sufficient to establish an intention. |
| Minimum duration | 45 secondes |
Avoid intervening with a very short visit. |
| Strategy | Target question | A short question helps to understand the need. |
| Limit | 1 intervention par visite |
Avoid repeating the message. |
Then use a test visit that consults two product pages, stays long enough and shows an intention to purchase. Check that the decision is Commit, that the message corresponds to the chosen strategy and that a visitor response stops the following interventions. If the test does not trigger anything, check the recorded reason before changing several thresholds.