Client Profile and Interaction Insights
The client profile card provides detailed information about visitors and their interactions, enabling your support and sales teams to deliver personalized experiences.
Client Status and Identification
• Online Status: Immediately see if the client is online or offline.
• Name and Avatar: Displays client’s name and a customizable avatar for quick identification.
• Profile Settings: Quick access to edit or manage the client details directly.
Personal Information
• Contact Details: Includes phone number, email, and timezone.
• Notes: Add custom notes about the client to keep track of important details or interactions.
Detailed Visitor Statistics
Gain insights from visitor analytics:
• Country: Geographical location.
• IP Address: Visitor’s IP for security or location tracking.
• First Visit Date: Timestamp of the first interaction.
• Browser & OS: Information about visitor’s software for technical support.
• Device & Screen Resolution: Helps optimize the user experience.
Initial Contact UTMs
View the marketing parameters that led the client to your site, such as:
• Source, Medium, Campaign, Content, Term, and IDs
• Page Referrer and Tracking IDs (gclid, fbclid, fbp, ga)
This data is valuable for marketing analytics and determining the effectiveness of campaigns.
User Path
Detailed log of visitor actions and interactions with your site and chat:
• Exact timestamps of every action.
• Indicates when conversations started, who handled them, and specific pages visited.
This client profile card consolidates all essential visitor and customer data in one place, streamlining your interactions and decision-making processes.
Customizable Customer Card
In addition to default client profile information, you can fully customize and manage customer cards to match your team’s specific needs.
• Basic Information: Quickly edit essential details such as First Name, Last Name, Lead Number, and Creation Date.
• Personal Information: Add and edit contact details like Phone, Email, and Position.• Custom Fields: Easily create and manage new custom fields to store additional relevant client data tailored specifically for your business.
