A visitor record is automatically created for each conversation with a new visitor. It is possible to add certain information about your customer.

1. Go to the list of visitor records

To access the visitor records, go to Reports > Conversations, select a single project in the Projects filter, then click the List of visitors button 


You can see all the existing visitor records :


On this page you can :

• (1) Search and sort visitor records: For each column, a field allows you to carry out a search. In addition, clicking on the title column will effectively change the sorting order of the list (here, blocked visitors are displayed first).
• (2) See details, or delete a visitor record: Click on the icon "bin"  to permanently delete a discussion. To edit a visitor record, click the icon "pen" .

2. Details of a visitor record

In the details of the record you can:

• Enter various information relative to the visitor (Name, Address, etc.).
• (1) Access the history of past discussions for this visitor, and consult/add notes relative to them.
• View the email address entered in the chatbox by the visitor (option given to your visitor in the event of an asynchronous conversation, to be notified of a reply)
• (2) Block this customer: iAdvize will no longer be available for this visitor.

3. Other ways to browse visitor records

3.1. From the Conversations report

By opening the details of a conversation in Reports > Conversations, the visitor information is available in the Customer information section:

The Edit button in this section opens the visitor record in a new tab. This page only contains the form: for the history and comments, use the visitor list.

3.2 From the discussion panel

During an ongoing conversation, click the Visitor button in the toolbar on the right of the chat window. The Profile tab shows the visitor’s information: last name, first name, country, address, city, ID, postal code, phone number and email address. Click a field to edit it, then click Save.

Depending on your setup, the Navigation, Custom data and CRM tabs add to this information. The History button in the toolbar shows the visitor’s past conversations.