Creating and Managing Nudges in Worknet

Nudges are AI agent powered messages that proactively engage your website visitors and in-app users. They are driven by playbooks written in plain English and can call tools behind the scenes to personalize and enrich the experience.

With Nudges, you can:

• Welcome and guide visitors.
• Personalize outreach based on campaigns or user data.
• Enrich and capture new leads automatically in your CRM or marketing systems.
• Deliver contextual experiences based on the page or journey a visitor is on.

Navigating to Nudges

1. From the left-hand menu in your Worknet dashboard, select Nudges.
2. Click New to create a new nudge, or select an existing one to edit.

You’ll see the following fields:

• Name: A unique name for the nudge (required).
• Description: Optional notes to describe the nudge’s purpose.
• Display Name: The label that may appear to your visitors.
• LLM Prompt: The plain-English playbook that powers the nudge (required).
• Tools: Choose one or more tools already available in your Worknet chat widget or API.

Writing Your Nudge Prompt

The LLM Prompt is where you describe the behavior of the nudge in plain English. Worknet’s AI agent follows this instruction and, if configured, calls tools to fetch or write data.

Example 1: Simple Welcome Nudge

Prompt:

Please write: "Welcome! Feel free to ask any question in the chat."

This nudge shows a friendly greeting to every new visitor.

Example 2: Campaign-Specific Nudge Using Query Parameters

Prompt:

If the visitor comes from a Google Ad campaign, say: 
"Welcome! You probably saw our ad about Drift alternatives."  

If the visitor comes from an Outreach email link, look up the `email` parameter and say:  
"Hi [FirstName], welcome back!"

Here the nudge uses tools to read query parameters, personalize the message, and make it campaign-specific.

Example 3: Enriched Nudge Using Background Tools

Prompt:

Check the visitor’s IP and identify the company.  
If the company exists in our CRM, greet them with their company name.  
If not, use Apollo or Clearbit to enrich the company data, then create a new company record and buyer persona in the CRM.  
Finally, display: "Hi [CompanyName], welcome! We’ve set you up for future campaigns."

This nudge runs silently behind the scenes to enrich and create records while still providing a personalized visitor experience.

Example 4: Page-Specific Contextual Nudge

Prompt:

If the visitor is on the Pricing page, display:  
"Hi there! Need help choosing the right plan? I can walk you through it."  

Optionally, offer a special promotion:  
"Today only: chat with us to unlock a 10% discount on your first 3 months."

This nudge leverages the visitor’s current page or journey to provide highly relevant context, reduce friction, and increase conversions.

Best Practices

• Keep prompts concise but clear.
• Reuse tools you already have connected to your Worknet chat or APIs.
• Start with simple nudges (welcome, campaign-specific) and grow into enriched nudges (IP lookups, CRM updates, page-specific).
• Test nudges in preview before publishing them live.

✅ Tip: Nudges are most effective when they adapt to context—who the user is, where they came from, and where they are in their journey.