Visitor Info

Overview

The Visitor Info section displays customer information collected through your Webchat settings. Use it to view visitor records, filter by date, and open individual chat histories directly from this screen.

Prerequisite

Visitor Info is populated based on the visitor details configured in your Webchat Behaviour Settings. Enabling visitor information collection in Behaviour Settings automatically redirects you to the Webchat Account tab, where collected visitor data becomes available.

Accessing Visitor Info

1. Click the Settings button at the bottom of the sidebar.

1. Click Channel.

1. Click Webchat.

1. Click Visitor Info to view the visitor data.

1. Click Visitor Info to view and manage visitor identification data.

Opening a Visitor Conversation

1. Locate the visitor you want to review.

2. Click the Open Chat button to initiate or view a conversation with the selected visitor.

1. View the complete chat history for that customer.

Viewing Visitor Records

The Visitor Info screen displays customer information collected through your configured Webchat settings.

1. Click Visitor Info to view the visitor data.

2. Use the Date Filter dropdown to adjust the timeframe of visitor records displayed.

1. Select Current Year to view visitor data for the entire year, or choose another available range.

Summary

Feature	What You Can Do
Visitor Info	View customer data collected through Webchat settings
Date Filter	Filter visitor records by date range (e.g., Current Year)
Open Chat	Open the chat history for a specific visitor