Messages & forms

Never lose the visitor nobody could answer

When no agent replies within the interval you set, the chat asks the visitor for their details. You get an email address instead of an empty chat window.

Most people who open a chat will not wait around. If your team is small, out of hours or simply busy, this is the message that turns a walk-away into a contact you can answer later.

Step by step

1

Write the message

Go to Settings > Messages and set the follow-up message. Ask plainly for what you need, such as an email address, and say when you will get back to them.

2

Choose when it is sent

Set the delay in the same panel to control how long the chat waits for an agent before asking. Leave the delay empty and it becomes dynamic on its own.

3

Add a confirmation email

Fill the Follow-up Email fields if you also want the visitor to receive an email confirming that their message has landed. That email uses the template at Settings > Notifications > Email template.

4

Make it sound like you

The follow-up message supports text formatting and merge fields, so you can drop in details such as {user_name} rather than writing to a stranger.

Settings reference

SettingWhat it does
Follow-up message The message at Settings > Messages that asks the user for their details when no agent has replied within the set interval.
Delay How long the chat waits for an agent before sending the follow-up message; left empty, the delay is worked out automatically.
Follow-up Email Fill these fields to also send the visitor a confirmation email after they leave their address.
Email template Found at Settings > Notifications > Email template, this is the template the follow-up confirmation email is built from.

Good to know

Only people without an email

The follow-up message is sent only to users who have no email address on record. Anyone you can already reach will never see it.

Once a day, at most

The same user receives it at most once every 24 hours, so a regular visitor is not asked over and over.

An empty delay is not zero

With no delay set, the wait is dynamic: 15 seconds inside office hours or when at least one agent is online, and 5 seconds otherwise.

Messaging channels behave differently

On messaging channels the follow-up message is always sent, even when an agent has already replied. Expect to see it in conversations you thought were covered.

Human takeover changes the timing

If your chatbot has human takeover active, the follow-up message is sent only during a human takeover, not while the chatbot is handling the conversation.

It can feed your newsletter

When the visitor gives an email and the newsletter feature is on, that address is subscribed. Word the message accordingly.

Common questions

Will my existing customers be pestered by it?
No. It is sent only to users with no email address on their record, and the same user sees it at most once every 24 hours.
What happens if I leave the delay empty?
The delay becomes dynamic. It waits 15 seconds when you are inside office hours or at least one agent is online, and 5 seconds when nobody is around.
Can the visitor also get an email confirming their message?
Yes. Fill the Follow-up Email fields under Settings > Messages. That email is built from the template at Settings > Notifications > Email template.
Why is it still being sent on WhatsApp after my agent replied?
That is expected. On messaging channels the follow-up message is always sent, whether or not an agent has answered.
Does it work when my chatbot is answering?
With human takeover active, the follow-up message is sent only during human takeover.
Can I personalise the wording?
Yes. The follow-up message supports text formatting and merge fields such as {user_name}.

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