Customer visits a page

Use Workflows for customer outreach to target and upsell when a customer visits a page on your website.

Written By Markus from Featurebase

Last updated 3 months ago

Overview

Workflows aren’t just for support - they’re also a powerful way to upsell users, announce new features, and drive engagement directly inside your product.

By using targeted workflows, you can encourage upgrades, offer proactive help, or let customers self-serve with dynamic content.

Common use cases

  • Upsell customers: Encourage users to try premium features or upgrade their plan.

  • Provide proactive support: Help users who haven’t finished setup by suggesting guides or product tours.

  • Announce new features: Introduce new functionality in an engaging way using videos or GIFs.

  • Enable self-service: Let users perform actions like checking an order status or rescheduling a delivery.

  • Book meetings: Invite high-intent users to schedule a call after they visit key pages, like your upgrade or pricing page.

Note: Workflow messages always appear to be sent from Fibi AI Agent. You can personalize Fibi’s name and avatar under Dashboard → Automations → Personality & Branding, but it cannot be replaced with a teammate.

Get started

  1. Go to Automations → Workflows

  2. Click + New Workflow and choose Create from scratch

  3. Select the trigger When customer visits a page

Configure trigger settings

First, configure the Trigger settings of this workflow to decide:

  • When to send (e.g. current page URL contains /pricing)

  • Where to send (e.g. Web)

  • Audience (e.g. users, visitors, specific customer segments)

  • Scheduling (e.g. how often and when your workflow triggers)

When finished, click Save and close to start building your workflow.

Build your workflow

Now you can start building your Workflow:

  1. Begin with a welcome message that grabs attention. You can add text, emoji, GIFs, attachments, images, and even videos.

  2. Add interactive paths - If you end a workflow path with follow-up actions, you can tag customers, assign to teams, close conversations, etc.

  3. Provide an exit option - Give uninterested users an easy way to exit the workflow. For example, if a user selects “Not right now”, share a link to an upcoming webinar and then close the conversation.