First Visit
Welcome a contact the first time they write to you
The First Visit trigger fires once per contact, on the first message they send on a channel. Use it for a welcome message, an onboarding step or a language question.
Configuration
First Visit has no settings. Choose First Visit in the first step and click Create Trigger on the review step.
How It Works
When a new contact writes for the first time, Wexio creates a chat for them and marks that message as a first visit. Flows with a First Visit trigger match that message. The mark is set once per chat, so the trigger cannot fire twice for the same contact on the same channel.
Rules and Limits
- Once per flow. You can add First Visit to a flow one time.
- Keep one per channel. Keep one First Visit flow per channel. Wexio does not stop you from adding two, and with two, either one can win.
- Per channel. A contact who writes first on Telegram and later on WhatsApp triggers First Visit on each channel.
- Reactive. The contact wrote to you, so the messaging window is open. Any card type works.
Common Uses
- Welcome message. Say who you are and what the bot can do.
- Language picker. Ask for a language and save it to the profile.
- Consent. Show your terms and record the answer.
- Welcome offer. Send a first-time discount.
- CRM sync. Send the new contact to HubSpot, Salesforce or BigQuery with a CRM card.
Related
- Returning User: greet contacts who come back after a break.
- Sub-flow: reuse one onboarding in several flows.
- Triggers: all trigger types.