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 a visitor record: filter the list by visitor ID (full ID), name, conversation ID (Conversation ID field), or phone number and messaging channel ID (Phone or username field), then click the magnifying glass. Tick Blocked to show blocked visitors only: you can then sort the list by name by clicking the Name column title.
• (2) See the details of a visitor record: click the pen icon . The number of conversations link opens the Conversations report filtered on this visitor.

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.