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Configure Triggers and Behaviour Rules

Define trigger conditions and actions so your chatbot responds consistently and can run guided actions such as URL prompts or navigation to saved tour points.

28 March 2026
6 min read
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Configure Triggers and Behaviour Rules

What this guide covers

This guide explains how to configure chatbot triggers for a tour location. You will define trigger conditions, assign actions, save rules, and validate behaviour in testing.

Before you start

  • Select the correct tour location in Chatbot.
  • Save chatbot configuration first.
  • Save tour navigation points first if you plan to use navigation actions.

1) Open Chatbot Triggers

  1. Go to Chatbot > Settings.
  2. Find Chatbot Triggers.
  3. Click Expand.
  4. Confirm existing triggers load for the selected location.

Triggers are location-scoped and tied to the selected chatbot configuration.

2) Create a trigger condition

  1. Click Add Trigger.
  2. Set Trigger Name.
  3. Choose Condition:
    • Keywords
    • Number of messages
  4. Configure the condition value:
    • For keywords, enter comma-separated terms.
    • For message count, enter a positive number.

Use precise, operational phrases for keyword conditions.

3) Choose action behaviour

Set Action for each trigger:

  • Send AI message
  • Send message + URL
  • Move to tour point

Then complete required action inputs:

  • Response message (required for every trigger)
  • URL (required for URL action)
  • Tour point (required for navigation action)

If action inputs are incomplete, trigger behaviour will fail or be ignored.

4) Manage trigger lifecycle

For each trigger, you can:

  • Toggle Active on/off
  • Edit condition and action values
  • Delete unused triggers
  • Reorder by save sequence (display order follows current list)

Keep trigger scope narrow to avoid unintentional matches.

5) Save and validate end-to-end

  1. Click Save Triggers.
  2. Confirm success notification.
  3. Test in Tour Setup or Playground:
    • Send prompts that should match and should not match.
    • Confirm response message output.
    • Confirm URL action opens correctly when configured.
    • Confirm tour-point action navigates to the intended saved point.

Validation should include both positive and negative trigger tests.

Common issues

  • No triggers available to edit: save chatbot configuration first.
  • Keyword trigger never fires: simplify keywords and remove ambiguous terms.
  • Message-count trigger inconsistent: verify message threshold logic with repeat tests.
  • Navigate action does not move tour: confirm selected tour point still exists and is valid.
  • Wrong behaviour fires: reduce overlapping keyword sets between triggers.

Validation checklist

  • Triggers are configured for the correct tour location.
  • Every trigger has a clear condition and complete action inputs.
  • Active/inactive status is intentional.
  • URL and navigation actions work during testing.
  • Trigger set is clean, non-duplicative, and operationally maintainable.

Final note

Treat triggers as controlled automation rules. Keep conditions explicit, minimise overlap, and revalidate after any changes to prompts, tour points, or conversation flow.

Need help applying this in your rollout?

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