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Proactive Triggers

Proactive Triggers

by Service-now.com

Proactivity engages with users at the right moment utilizing proactive rules and action with rich pop-up messages to deflect issues with automation and improve CSAT.

0 installs 0 reviews v3.0.10 Scoped Application Free
Developer Instance Sub-Production

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First tracked: 2024-10-30 Latest: 2026-09-09 (0 installs)
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About

This Proactive Triggers app provides capability to show rich text pop-up messages on the Virtual Agent chat widget button. The messages trigger proactively using variety of rules that Admins can define.

The rich-text pop-up messages provide users with actions according to real-time Proactive Triggers data. When end users engage with the Proactive Triggers message, Virtual Agent opens. If there’s a Virtual Agent topic associated with the action, the topic runs. If buttons are presented to end users (a maximum of three), they can select the most relevant button to run the associated Virtual Agent topic. Proactive Triggers can also be used with Agent Chat to connect customers to a live agent in configurations without Virtual Agent. For more information about the Proactive Triggers process, see How Proactive Triggers work.

Admins use Proactive Triggers rules to define when, where, and how to engage with customers. Proactive Triggers actions define what the rule does, using several key fields. Admins customize these rules and actions based on when and how their customers are more likely in need of help. For example, customers may need help when ordering equipment, opening an incident/case, or viewing information in a Knowledge Base article. Proactive Triggers rules can be applied to any defined URL, including portal URL, catalog item, or external site.

The Proactive Triggers API allows business rules to trigger rules and actions on the Virtual Agent web client, based on proactive messages. 

Key Features

- Proactive rich-text messages pop-up 
- Proactive rich-text messages pop-up which launches the Virtual Agent topic
- Proactive rich-text messages that launches a selection of Virtual Agent topics buttons
- Trigger messages based on session URL, portal, catalog item, and knowledge
- Trigger message based on event or business rules 
- Virtual Agent and Agent Chat (live agent configurations)
- Frequency and time-delay control options

 

Version History (3)
v3.0.10 2025-12-11 15:20:32
Fixed Defects.  
v3.0.9 2025-07-31 15:32:03
Fixed: Proactive trigger (Message Popups) getting triggered even when a scripted condition is false in non-English languages. Issue preventing pr...
v3.0.6 2024-11-07 14:10:53
Defect Fixes
ID: e5d754c6c9d21110de2af2db679b4697 · Published: Dec 2025 · Updated: Sep 09, 2026