This guide outlines how the iAdvize platform works and the essential elements to verify before launching your engagement campaigns.

1. How the conversational workflow operates

iAdvize’s conversational strategy is based on a sequence of logical, automated yet customizable actions that ensure a smooth connection between a website visitor and an agent.

Step 1: Visitor detection

iAdvize detects the visitor's presence on your website and triggers a predefined targeting rule. This rule determines when and how to display a message, chat button, or other point of entry.

Step 2: Visitor engagement

If the rule’s conditions are met, the visitor can initiate the conversation. This targeting rule is automatically linked to a distribution rule.

Step 3: Routing to a group

The distribution rule routes the conversation to a specific distribution group. This group is selected based on defined criteria (skills, working hours, areas of expertise, etc.) to ensure the request is handled by the right person.

Step 4: Agent assignment

The conversation is automatically assigned to the first available agent within the targeted group.

2. Prerequisites for a conversational strategy

Before configuring your campaigns, some key components must be in place. These are the foundation of any effective conversational strategy on iAdvize.

Download this document about the prerequisites.

2.1. User profile creation

This is the very first step. Every person expected to use the platform (agent, manager, etc.) must have a user account with an appropriate role.

 Without active user profiles, no agent can engage with visitors.

2.2. Distribution group setup

Groups help organize your teams using criteria such as:

• Job function

• Language

• Geographic area

• Skills (products, services, specialties…)

This structure allows for automatic routing of conversations to the appropriate agents.

A group can contain one or more agents. You can create as many groups as needed to reflect your operational rules.

2.3. Notification & chatbox configuration

Notifications and the chatbox are the visitor-facing entry points. They must be configured to enable conversation triggers.

• Notifications: Capture the visitor’s attention (e.g. banners, pop-ins)

• Chatbox: Enables direct interaction

These should be set up during onboarding to prevent any disruption in the visitor journey.

2.4. Targeting rule activation

Targeting rules define:

• When to trigger a notification or chatbox

• To whom (based on behavior, page, traffic source, etc.)

• How (priority, frequency, format)

They must be active for any campaign to function.

3. Summary checklist of required elements

Before launching any engagement campaign, ensure the following elements are in place:

Conclusion

iAdvize relies on a well-structured ecosystem: targeting rules, distribution groups, agent profiles, and visual components (chatbox / notifications). Before launching any marketing action or engagement campaign, these foundational blocks must be in place to ensure a seamless and effective activation.