Proactive Help

Show help before users ask, only where it is configured.

AnswerLattice can use owner-approved page triggers to suggest relevant help from the widget when active triggers exist for the current app page.

Owner-approved page triggers
Widget skips calls when disabled
Resolved suggestion summaries
Connected to

Widget, hosted help, tickets, and review

Authority rule

Drafts stay review work until approved

Buyer proof

Shows what the feature changes in the support loop

Sample AnswerLattice Proactive Help feature screen

Proactive Help

Proactive help should be helpful, quiet, and bounded.

The widget should not guess or interrupt everywhere. AnswerLattice keeps proactive prompts tied to active triggers, safe page context, cached trigger summaries, and approved support content.

01 / Proactive Help

Trigger by product page

Use safe route, feature, workflow, plan, or role context to match a prompt to the screen where the user is working.

Owner-approved page triggersWidget skips calls when disabledResolved suggestion summaries
Sample AnswerLattice Proactive Help feature screen
02

Serve approved suggestions

Resolved trigger summaries can point to reviewed answers or support content instead of running broad lookup on every page view.

03

Skip when disabled

Runtime configuration tells the widget whether proactive help is enabled, so inactive tenants avoid unnecessary API calls.

04

Cache no-trigger states

When no active triggers exist, negative caching avoids repeated backend checks for the same page context.

05

Respect widget controls

Allowed origins, blocked routes, and safe context rules still apply before any proactive prompt appears.

06

Turn misses into review

If a prompt is missing or weak, feedback and fallback can become support review work instead of invisible analytics noise.

Workflow

From page trigger to quiet in-app guidance.

Proactive help stays owner-controlled: configure the page trigger, connect it to approved support, let the widget display it only when eligible, and review feedback.

01

Map the support-heavy page

Connect the route or workflow to the product surface where users need help.

02

Create an active trigger

Define when the widget should suggest help for that page context.

03

Resolve the suggestion

Attach reviewed support content or an approved answer summary.

04

Let runtime gate the call

The widget checks capability state before requesting proactive help.

05

Review feedback

Use feedback and fallback signals to improve the trigger or support content.

Connected product truth

Proactive prompts should follow the same authority model.

A proactive suggestion is still support knowledge. It must stay scoped to product context, approved content, widget controls, and reviewable signals.

Feature layer
01

Proactive Help

Proactive Help stays tied to reviewed sources, safe page context, and owner-approved support output.

02

Reviewed source

Support content feeds the widget, hosted help, tickets, and answer review from one controlled workspace.

03

Page context

Owner-approved page triggers

Connected surfaces
01

Widget

The prompt appears inside the same safe in-app runtime controls.

02

Approved answers

Suggestions can point to reviewed answer summaries instead of free-form guesses.

03

Product surfaces

Triggers stay attached to routes, workflows, and product areas.

04

Support review

Feedback and fallbacks keep proactive help reviewable.

Connected layer

Proactive Help is one part of the full support layer.

A founder may start with proactive help, but the value comes from keeping it connected to setup, in-app support, hosted help, fallback, and approved-answer review.

A familiar support surface

Each feature is explained as something buyers already recognize: docs, FAQs, releases, tickets, feedback, notifications, or review work.

Connected to the support suite

The feature does not live alone. It connects back to widget answers, hosted help, fallback, and owner review.

Owner control stays visible

Drafts, generated content, ticket gaps, and feedback remain reviewable before anything becomes official support.

Questions

What owners usually ask about proactive help.

Is proactive help enabled for every workspace?

No. It should appear only when configured and enabled for the workspace, with runtime capability checks preventing unnecessary calls when inactive.

Does proactive help auto-generate answers?

No. Proactive prompts should point to approved support content or reviewable fallback paths. They do not publish new authoritative answers by themselves.

Will this increase widget cost on every page?

The runtime is designed to skip proactive calls when the feature is disabled and use trigger summaries and negative caching when no active triggers exist.

Launch proactive help as part of the full support loop.

AnswerLattice works best when proactive help stays connected to widget answers, hosted help, tickets, and answer review.