OSPRY Docs

Automation

Intent signals

Who this is for: Owners and admins set them up; everyone can view · Where: Portal -> Observe -> Intent (/intent)

What this does

Intent turns first-party behavioral signals (deep scrolls, video completes, file downloads, form submits) into value. You build scoring rules that count specific intent events for a visitor over a rolling window, classify them when a threshold is crossed, and dispatch them to your connected tools.

Steps

  1. Open Observe -> Intent.
  2. Click New rule.
  3. In the rule dialog, define the intent scoring rule:
    • A threshold and a window (for example, 2 pricing-page deep scrolls and 1 demo-video complete in 7 days).
    • A scope and optional path pattern with a match type.
    • The intent types to count (scrolls, video completes, downloads, form submits).
    • A classification (for example, "hot") to apply when the threshold is crossed.
    • Destinations: the connected integrations to route the visitor to.
  4. Save the rule. When a visitor crosses the threshold, they are classified and routed.

the Intent page with the "Intent-to-value scoring rules" section, an empty state or rule rows, and a "New rule" button (owner/admin only).

Privacy and billing posture

The Intent page also shows how the behavioral layer is gated and metered for your account:

  • Privacy: behavioral collection runs only after consent is granted. It captures metadata only (no form values, no copied content, no keystrokes). It shows whether your consent-management tool is confirmed, whether the consent banner is installed, and whether your opt-out link is published. A data-subject erase clears a person's intent events and sessions along with their other data. A link takes you to Manage consent & geo settings.
  • Billing & metering: your intent volume this period and all time, with a link to view your subscription and usage.

the Intent page "Privacy & billing posture" section with the Privacy checklist panel and the Billing & metering panel (intent volume this period and all time).

Tips & FAQs

  • Owners and admins only for editing. Members can view rules and the posture panels.
  • Consent first. Behavioral collection is gated on consent. If you identify visitors outside the US, confirm a consent tool first. See Geo restrictions and consent.
  • Pageviews vs behavior. Pageview counts come from Automations; behavioral depth (scrolls, video, downloads, form submits) is counted here.
  • Bots never count toward a rule's threshold.
  • It is metered. Intent volume is metered to your account; see Understanding usage and metering.