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How to Set Up Live Chat Triggers

Triggers allow you to automate actions during Live Chat conversations based on predefined events and conditions.

When a selected event occurs, Comm100 evaluates the configured conditions and automatically performs the specified actions when the conditions are met. Triggers help automate escalations, notify supervisors, monitor important conversations, and streamline operational workflows.

Each trigger consists of the following three components:

  • Event
    An event defines when the trigger is evaluated. Comm100 supports the following trigger events:
    • When visitor message is received
    • When agent message is sent
    • When waiting time reaches certain seconds
    • When chat duration reaches certain minutes
    • When visitor inactivity time reaches certain seconds
    • When agent inactivity time reaches certain seconds
    • When chat is requested
    • When chat starts
    • When chat ends
    • When chat is rated
    • When spotlight is detected
    • When sentiment is evaluated
    • When chat resolution status is evaluated
  • Conditions
    Conditions determine whether the trigger should execute. You can configure conditions using Visitor, Chat, Custom Variable, Pre-Chat, Contact, and Third-Party CRM/Integration fields. The configured actions are executed only when the trigger conditions are met.
  • Actions
    Actions define what happens when the trigger conditions are met. Comm100 supports the following trigger actions. For details, see Trigger actions below.
    • Send Popup Notification
    • Add Chat to Agent's Monitor List
    • Transfer Chat 
    • Add Internal Note

    • Send Email Notification 

    • Send Channel Message 

    • Trigger Webhook

This article introduces how to create and configure Live Chat Triggers.

Note: Live Chat Triggers is available on the Live Chat Ultra and Omnichannel Ultra plans. To learn more about Comm100 product packages, visit here.

 

Step-by-Step Instructions 

To set up a trigger, follow these steps:

  1. Log in to your Comm100 Control Panel.
  2. From the left navigation menu, go to Live Chat > Settings > Triggers.
    Live Chat Triggers.png
  3. Click New Trigger.
  4. On the New Trigger page,
    • Enter a Name for the trigger 
    • Turn on the Enable toggle if you want the trigger to become active immediately.
    • (Optional) Enter a Description explaining the purpose of the trigger.
    • Turn on Trigger only once per chat if you want the trigger to execute only once during a chat. If this option is off, the trigger can execute multiple times in the same chat when the event and conditions are matched again.
      Trigger General Info.png
    • Select the Event that activates the trigger.
      Live Chat Trigger Event.png
    • Configure the Conditions for the trigger. When the configured conditions are met, the actions configured in the next step are executed. You can add multiple conditions by clicking the Plus icon.
      Live Chat Trigger Conditions.png
    • Configure the Actions that should occur when the conditions are met. 
      Live Chat Trigger Action.png
  5. Click Save.

The trigger is created successfully. You can create multiple triggers with different events, conditions, and actions, and manage them by enabling, disabling, editing, copying, or deleting them as needed.

Note: If a chat matches multiple trigger rules, the triggers are executed sequentially based on their display order. 


Trigger Actions 

Trigger actions define the operations that are performed automatically when a trigger is executed. 

Send Popup Notification 

The Send Popup Notification action sends a popup notification to selected agents or departments. 

 Trigger Action - Send Notification.png
How it appears in the Agent Console:
Trigger - Popup Notification.png

Add Chat to Agent's Monitor List

The Add Chat to Agent's Monitor List action automatically adds the chat to an agent's monitor list for real-time supervision. 
Add Chat to Agent's Monitor List.png

Transfer Chat 

The Transfer Chat action automatically transfers the chat to a specific agent or department.
Trigger Action - Transfer Chat.png

Add Internal Note

The Add an Internal Note action automatically adds an internal note to the current chat.
Trigger Action - Add Internal Note.png

How it appears in the Agent Console:
Add Internal Note in Agent Console.png

Send Email Notification
The Send an email notification action sends an email notification to selected recipients.
Trigger Action - Send Email Notification.png

Send Channel Message
The Send Channel Message action sends a notification through a configured SMS or WhatsApp channel. One recipient can be configured for this action. Only Ticketing & Messaging channels that have already been integrated with Comm100 are available for selection. 
Trigger Action - Send Channel Message.png
To learn how to add Ticketing & Messaging channels, see this article.

Trigger Webhook

The Trigger Webhook action sends a request through a webhook configured under Apps & Integrations > Webhooks when the trigger is executed.

Trigger Action - Trigger Webhook.png

Note: 
  1. Triggers are evaluated for current chat sessions only and do not process historical chats.
  2. Some actions are only available for specific event types.
    EventSupported ActionsNote
    When visitor message is received
    • Send Popup Notification
    • Add Chat to Agent’s Monitor List
    • Transfer Chat
    • Add Internal Note
    • Send Email Notification
    • Send Channel Message
    • Trigger Webhook
    For ongoing chats.
    When agent message is sent
    • Send Popup Notification
    • Add Chat to Agent’s Monitor List
    • Transfer Chat
    • Add Internal Note
    • Send Email Notification
    • Send Channel Message
    • Trigger Webhook
    For ongoing chats.
    When waiting time reaches X seconds
    • Send Popup Notification
    • Send Email Notification
    • Trigger Webhook
    For chats that are still in waiting stage. 
    When chat duration reaches X minutes
    • Send Popup Notification
    • Add Chat to Agent’s Monitor List
    • Transfer Chat
    • Add Internal Note
    • Send Email Notification
    • Send Channel Message
    • Trigger Webhook
    For ongoing chats
    When visitor inactivity time reaches X seconds
    • Send Popup Notification
    • Add Chat to Agent’s Monitor List
    • Transfer Chat
    • Add Internal Note
    • Send Email Notification
    • Send Channel Message
    • Trigger Webhook
    The chat remains active while the visitor is inactive.
    When agent inactivity time reaches X seconds
    • Send Popup Notification
    • Add Chat to Agent’s Monitor List
    • Transfer Chat
    • Add Internal Note
    • Send Email Notification
    • Send Channel Message
    • Trigger Webhook
    The chat remains active while the agent is inactive.
    When chat is requested
    • Send Popup Notification
    • Send Email Notification
    • Trigger Webhook
    For chats that have not started yet.
    When chat starts
    • Send Popup Notification
    • Add Chat to Agent’s Monitor List
    • Transfer Chat
    • Add Internal Note
    • Send Email Notification
    • Send Channel Message
    • Trigger Webhook
    For active chats.
    When chat ends
    • Send Email Notification
    • Trigger Webhook
    Executed after chat ends.
    When chat is rated
    • Send Popup Notification
    • Add Chat to Agent’s Monitor List
    • Transfer Chat
    • Add Internal Note
    • Send Email Notification
    • Send Channel Message
    • Trigger Webhook
    Visitors provide ratings during active chats.
    When spotlight is detected
    • Send Popup Notification
    • Add Chat to Agent’s Monitor List
    • Transfer Chat
    • Add Internal Note
    • Send Email Notification
    • Send Channel Message
    • Trigger Webhook
    The spotlight detection mode must be configured as Real Time.
    Spotlight Rule.png
    When sentiment is evaluated
    • Send Popup Notification
    • Add Chat to Agent’s Monitor List
    • Transfer Chat
    • Add Internal Note
    • Send Email Notification
    • Send Channel Message
    • Trigger Webhook
    Real-time AI event during active chats.
    When chat resolution status is evaluated
    • Send Email Notification
    • Trigger Webhook
    Executed after chat ends.