Automessages let you send a live chat message or email to a group of users matching a filter. As new users match the filter, they will also receive the message. Use automessages to prompt users at key moments on your website.

You can access automessages at [MDX CODE].

Creating an automessage

1. Click Create message.
2. Select the channel. Automessages can be sent via 2 channels:
   1. Email will send via email, and only supports users whose email address is known.
   2. Chat will send a message via live chat, and will only appear to users on your website.
   3. Both will send to both chat and email.
3. Select the audience. You can either use a filter to select users or enter a manual list of emails.
4. Compose your message in the editor. See the section below for details.
5. Schedule your message and choose who it will be sent from and who responses will be assigned to. It will the default sender profile of the selected team member.
6. Review and set live.

The automessage editor

You compose your automessage using a limited version of the component editor. Automessages can only have a few component types: text, images, and buttons.

In addition to the layout, you can specify the Subject, which will only be included in emails. You can also Include an unsubscribe link. The unsubscribe link is mandatory for any message sent to over 50 recipients. See Email opt-in for more info.

You can preview how your email will look on both mobile and desktop using the picker above the editor. You can also Send a test email, which will send an email to you so you can see what the recipient will see. If you used message personalization in any of your text components, those will be filled in with the details of the first user in your audience (but will be different for each user once the email is sent.

Example use cases

• Pricing help: set up an automessage for users who spend over 2 minutes on your pricing page. A user mulling over pricing is a great opportunity for a sales or customer success associate to jump in to address any concerns. You can set up a simple automessage, like "Do you need help with our products?"
• Thank you email: set up an automessage for users who subscribe to a paid plan to thank them for upgrading.