Campaign goals
Capture Lead
Collects the visitor’s name, email, and phone number. Use on high-traffic landing pages or blog posts where visitors aren’t ready to book but are worth following up with.
Book Demo
Guides the visitor through a short qualification check, then triggers the booking flow to schedule a call directly in the chat. Best placed on pricing and feature pages.
Qualify Fit
Runs a discovery sequence (company size, use case, timeline) to score each lead before it hits your CRM. Route high-fit leads to sales and low-fit leads to self-serve resources.
Custom Flow
Build any guided conversation — product tours, NPS surveys, event registrations, or onboarding checklists. You write the questions; ClientX handles the delivery.
Create a campaign
Go to Campaigns
In your dashboard, navigate to Campaigns and click New Campaign. Give your campaign a descriptive name (e.g.
"Pricing page — book demo") so you can identify it in reporting later.Choose a goal
Select one of the four goals: Capture Lead, Book Demo, Qualify Fit, or Custom Flow. The goal determines the default question types suggested and the completion action options available.
Set page targeting
Choose which pages the campaign runs on:
You can pick from pages ClientX has already tracked or type any path manually.
| Mode | Behavior |
|---|---|
| All pages | Campaign fires on every page of your site |
| Include specific URLs | Campaign only fires on the listed paths (supports * wildcards, e.g. /blog/*) |
| Exclude URLs | Campaign fires everywhere except the listed paths |
Configure the trigger
Choose when the widget opens:
You can combine triggers — the campaign fires on whichever condition is met first.
| Trigger | Description |
|---|---|
| Time delay | Opens the widget a set number of seconds after the page loads. The default is 5 seconds. |
| Scroll depth | Opens the widget when the visitor has scrolled past a percentage of the page (e.g. 50%). |
| Exit intent | Opens the widget when the cursor moves toward the browser’s top edge (desktop only). |
Add questions
Build your question sequence. Supported question types:
Mark questions as required to prevent the visitor from skipping them.
| Type | Use for |
|---|---|
| Short answer | Free-form text — company name, job title, notes |
| Email address — validated before saving | |
| Phone | Phone number — validated for format and minimum digit count |
| Multiple choice | Provide 2–6 options; visitor picks one |
| Yes / No | Binary choice — rendered as two large buttons |
Set the completion action
Choose what happens after the visitor completes all questions:
| Action | Behavior |
|---|---|
| Thank you | The AI sends a friendly thank-you message as its final reply. No redirect. |
| Redirect | After 1.5 seconds the visitor is redirected to a URL you specify. |
| Book demo | Automatically triggers the booking flow — the AI offers available calendar slots. |
Trigger options
Time delay
Time delay
Opens the widget a fixed number of seconds after the page finishes loading. The minimum enforced by the widget is 800 ms regardless of what you configure, to avoid jarring visitors who just landed.Recommended values by page type:
- Homepage / landing page: 5–8 seconds
- Pricing page: 3–5 seconds
- Blog post (intent to engage): 15–20 seconds
Scroll depth
Scroll depth
Opens the widget when the visitor has scrolled past a threshold of the total page height (e.g. 50% = halfway down the page). Useful for long-form content pages where a scrolling visitor signals genuine interest.Scroll triggering is disabled by default for campaigns that use time delay only — enable it by setting a scroll percentage in the campaign editor.
Exit intent
Exit intent
Fires when the visitor’s cursor moves to the very top of the viewport (toward the browser’s address bar or tab bar) — a reliable signal on desktop that they’re about to navigate away.Exit intent does not fire on mobile (touch devices have no cursor position to track).
Completion actions
Thank you
Thank you
The AI delivers your campaign’s final conversational message (or a default “Thanks — we’ll be in touch shortly” if none is configured) and the conversation returns to normal chat mode. The lead is saved and appears in Leads and the campaign’s Leads Captured count.
Redirect
Redirect
After a short delay (1.5 seconds to allow the visitor to see the thank-you message), the browser navigates to the redirect URL you specify. Use this to send high-fit leads to a dedicated confirmation page or to trigger a third-party conversion event.
Book demo
Book demo
The AI sends a booking initiation message on the visitor’s behalf, triggering the full calendar booking flow inside the widget. The visitor never needs to type anything — they go straight from answering qualification questions to choosing a meeting slot.
Campaigns are only shown to visitors who have not already started a conversation on that page in the current session. If the visitor has exchanged any messages with the widget before the campaign trigger fires, it is silently skipped — you won’t interrupt an ongoing conversation.