Send targeted ongoing messages to start conversations with customers while they browse your website or use your product. Interact with them through a variety of channels both in and outside your product, based on who they are and the actions they take.

Create and manage all of these messages by finding Proactive Support in the main menu.

To view specific content, you can search for a title or filter by content type.

Refine your search and add filters for:

Select which columns you want to see using the dropdown menu on the far right.

To easily find this filtered view again, click Save View and give it a name and icon.

This will add this view to the left navigation menu.

Custom views can easily be deleted when you no longer need them by hovering over the view in the menu and selecting the 3 dots, then click Delete.

As you send more messages for more diverse reasons, you should group them with tags to keep things organized. You can apply as many tags as you like to each message, for flexible filtering. 

Tag messages in bulk, or one at a time:

First, check the box on the left for all messages you’d like to tag. Then, click Tag.

Type the name of the tag you want to add, and click Save. If it doesn’t already exist, you can easily create a new tag.

Now the tag is shown on each message, and can be used to filter them in the list. 

To apply a tag to an individual message, open the message, and click More then select Tag.

You can Delete, Pause, or Tag multiple messages at once by selecting them directly from the list in Proactive Support. You'll see the Delete button, as well as the option to Pause or Tag the messages at the top of the list.

Configure Proactive Support Settings to manage: