Configuring Widget Behavior and Page Targeting Rules

Widget Behavior settings control where your Marketing Agent appears and when it engages visitors. By configuring page targeting rules and callout triggers, you can ensure your agent shows up on the right pages at the right time.

Prerequisites

• Access to app.docketai.com

• At least one agent created

• At least one domain whitelisted (see Whitelisting Domains)

Accessing Widget Behavior Settings

1. Log in to app.docketai.com.

2. Click Marketing Agent Configuration in the left sidebar.

3. Select the agent you want to configure.

4. Click the Widget tab.

5. Scroll to the Widget Behaviour section.

Use this section to decide where the widget appears and when it should engage visitors.

Page Targeting Options

For each approved domain, widget behavior determines which pages display the widget.

All Pages

The widget appears on every page of the whitelisted domain. This is the simplest option and works well for agents that should be universally available.

Selected Pages

The widget only appears on specific pages you define. Use this to target high-intent pages like pricing, product, or demo-request pages.

When you select this option, add the exact page URLs or patterns where the widget should appear.

Use selected pages when an agent is designed for a specific journey. For example, a pricing agent should appear on pricing or plan-comparison pages, while a technical agent might appear on implementation or integration pages.

After saving selected pages, test at least one included URL and one excluded URL to confirm the widget appears only where expected.

On Click (Function Call)

The widget does not appear automatically. Instead, it opens when your website triggers it from a button, link, or custom event.

This is useful when you want full control over when the widget appears — for example, attaching it to a custom "Talk to Sales" button in your navigation or a CTA on a landing page.

For implementation details, see Setting Up OnClick Trigger for the Widget.

Callout Triggers

When using All Pages or Selected Pages, you can configure a callout trigger that determines when the widget proactively engages the visitor.

Callouts are targeted messages that the widget displays to attract visitors to interact with the agent — a small notification or prompt that appears near the widget button.

Trigger types

Common callout trigger types include:

Use callout triggers sparingly. They work best when they match visitor intent, such as prompting after a visitor spends time on a pricing page or scrolls deeply into a long content page.

Configuring Behavior for a Domain

1. Locate the whitelisted domain in the Widget Behaviour section.

2. Select the targeting option that matches your use case.

3. If using All Pages or Selected Pages, set the When to trigger a callout dropdown:

   • Choose the trigger type (Time Spent On Page or Page Scroll).

   • Choose the duration or threshold shown in the app.

4. Click Save.

Verify Page Targeting and Callouts

After saving behavior changes:

1. Open an included page in a fresh browser session.

2. Confirm the widget appears.

3. Wait or scroll based on the configured callout trigger.

4. Open a page that should not show the widget.

5. Confirm the widget and callout do not appear there.

Multi-Domain Configuration

If your agent is deployed on multiple domains, review behavior for each domain. For example:

• Main website: broad availability across approved pages.

• Documentation site: selected pages only.

• Campaign page: on-click behavior from a custom CTA.

Best Practices

• Start with All Pages and refine. Deploy on all pages first to see where visitors engage most, then narrow to selected pages if needed.

• Use time-based callouts for high-intent pages. Give visitors enough time to orient before prompting them.

• Use scroll-based callouts for content pages. Trigger after the visitor has shown meaningful engagement with the page.

• Do not trigger callouts too early. A callout that fires immediately can feel intrusive.

• Use On Click for specific CTAs. If you have a "Talk to Sales" or "Get a Demo" button, connect it to the widget via function call for a seamless experience.

Troubleshooting

Related Articles

• Understanding Widget Behavior and Access

• Whitelisting Domains for Your Marketing Agent Widget

• Setting Up OnClick Trigger for the Widget

• Troubleshooting Widget Not Loading or Displaying