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How to Create a Trigger for Notifications for New Chats in the Chat Widget
Set up instant SMS or email alerts when a visitor starts a new conversation in your BizStackPro chat widget—so new chat leads don’t get missed.
Important Note About Triggers
Note: Triggers is a legacy (deprecated) feature. For new automations, use Workflows whenever possible. This guide is for accounts that still use Triggers or need to maintain existing trigger setups.
Before creating notification triggers, make sure your chat widget is already installed and customized on your funnels, websites, or WordPress site. Once your widget is active, you can use a trigger to send notifications any time a visitor initiates a chat—helping your team respond faster and capture leads while they’re engaged.
Tip: If you’re using Workflows instead of Triggers, look for conversation-related workflow triggers and pair them with internal notifications or SMS/email actions.
Responding Faster When Website Visitors Start a New Chat
Website visitors who start a live chat are often actively looking for answers, which means delayed responses can quickly lead to missed leads or lost opportunities.
BizStackPro Chat Widget notification triggers allow businesses to send instant SMS or email alerts whenever a new conversation starts through the embedded website or funnel chat widget.
Without immediate notifications, chat conversations may sit unanswered, visitor engagement can drop, and sales or support opportunities may be missed while the lead is still active.
This guide explains how to configure chat widget notification triggers, filter conversations by reply channel, include message body details, and recreate this automation inside modern BizStackPro Workflows.
Before automating chat notifications, it helps to understand how Customer Replied events, Reply Channel filters, message body custom values, and Workflow alternatives function inside BizStackPro.
Step 1: Create a New Trigger
Start by creating a new trigger in the legacy automation area:
- Go to Automation → Triggers.
- Click + Add Trigger.
- Name your trigger something clear, like New Chat Widget Notification.
Step 2: Set the Trigger Event and Filter
Next, choose when this trigger should fire. For chat widget notifications, you’ll typically use the event that captures a new inbound chat message—then filter it so it only applies to the widget channel.
Choose the Event
- Set the trigger event to Customer Replied.
Add the Reply Channel Filter
Limit the trigger so it only fires when the reply comes from the chat widget:
- Add a filter for Reply Channel.
- Set Reply Channel = Chat Widget.
Why this matters: This prevents notifications from firing for SMS, email, or other conversation channels—so you only get alerted when a new website/funnel chat begins.
Step 3: Configure Notification Actions
Now decide how you want to be notified and include the message the visitor typed so your team has context immediately.
Choose Your Notification Method
- Send SMS — notify a user or team member by text.
- Send Email — deliver the chat details to an inbox.
The original example uses SMS, but the same setup works with email.
Include the “Message Body” Custom Value
To include the actual chat message in your notification, insert the message body token inside your SMS or email content.
- Open the message editor inside your action.
- Use the custom values dropdown to insert the Message Body value (token names can vary by account).
- Wrap it with helpful context so it’s readable at a glance.
Example notification template (tokens shown as examples):
Note: Token names may differ in your account. Pick the “message body” style token available in your Custom Values menu.
Using the message body token ensures your notification includes the exact text the visitor sent—so your reply can be immediate and relevant.
Step 4: Save and Activate Your Trigger
- Review your trigger event, filters, and actions.
- Click Save.
- Change the trigger status from Draft to Active.
Once active, every new chat that starts in your widget will send the notification you configured—so your team can respond fast.
Pro Tips for Chat Widget Notifications
- Route notifications to the right person: Use a shared inbox, on-call schedule, or team process so someone always responds quickly.
- Include contact details: Add tokens like
{{contact.name}}and{{contact.phone}}when available for context. - Test before you rely on it: Start a test chat on your site and confirm notifications arrive by SMS/email.
- Plan a Workflow migration: Rebuild this logic in Workflows for long-term reliability and continued feature support.
Respond faster when a new chat starts
Chat widget notifications help you catch hot leads while they’re active—so you can reply quickly and keep conversations moving.
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Frequently Asked Questions
Do I have to use SMS, or can I send email notifications instead?
You can use either SMS or email. The configuration is the same—just make sure you include a “message body” custom value so the actual chat content is included.
What does the “Reply Channel = Chat Widget” filter do?
It ensures the trigger only fires when the message originates from the embedded chat widget, not from SMS, email, or other channels in Conversations.
Where do I find the “Message Body” custom value?
Open the custom values menu inside the SMS/email editor and look for a message/conversation option that inserts the message body (often labeled or similar).
Is the Triggers feature still being updated?
No. Triggers is deprecated and no longer actively updated. Use Workflows for any new automation builds.
Can I build the same logic using Workflows?
Yes. Use conversation-related Workflow triggers and notify your team using internal notifications or SMS/email actions.
Never miss a new chat lead
Set up chat widget notifications so your team gets alerted the moment a visitor messages you—helping you reply faster and convert more conversations into customers.
Faster replies. Better conversions.
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