Before you start
Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.
This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.
Prepare the right starting point
Choose a meaningful event such as a visit to a high-question page.
Complete the task thoughtfully
Write a helpful message and set considerate timing conditions.
Verify the result
Test matching and non-matching visits, then review whether the invitation produces useful conversations.
Final checks
Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.