Triggering Ticket Form Only If No Human Agent Picks Up Within 5 Minutes

Hi everyone,

We’re on the Growth plan and use the AI chatbot as our primary “agent.” When the bot isn’t confident in its reply, it shows a “transfer me to an agent” option. Once a visitor clicks that, the hand-off sequence begins and they also see a “Leave a note” fallback.

To keep customers informed when agents are busy, I added a trigger that displays our ticket form five minutes after the visitor requests a transfer—whether or not they click “Leave a note.” The form includes a message letting them know live agents are unavailable, so they can submit details immediately.

Current trigger settings:

  • Run when: Visitor sends a chat message
  • Conditions:
    • Message equals “transfer me to an agent”
    • Visitor still on site for 5 minutes

Issue:
Even if a live agent picks up within those five minutes, the form still pops up in the chat window at the five-minute mark. We want the form to appear only if no human agent joins within five minutes—and never if a human has already joined.

Unfortunately the built-in “Visitor served” Boolean remains true from the AI bot’s “service,” so it doesn’t reliably indicate a live-agent takeover.

What I’m looking for:

  • A better trigger configuration or condition that recognizes a live agent has joined and cancels the five-minute form display.
  • Any alternative approach or workaround (JS callback, webhook, custom field) to detect an actual human-agent pickup.

Thanks in advance for your suggestions!

Hi,

Thank you for reaching out to us.

Would it be possible to set up this trigger during a call with one of our technical team members? The conditions can be a bit tricky to configure correctly, and a screenshare would help ensure everything is set up properly.

Please use the following link to schedule a convenient time for the call: Calendly.
Kindly note that all times are displayed in 24-hour format, and the meeting will take place via Zoom.

Looking forward to assisting you!