The visitor information panel is part of the Engagements screen. This visitor information panel appears alongside an active chat and gives the ability to view rich information about the visitor.
| # | Control | Description |
|---|---|---|
| 1 | CRM Screen | A selection menu control that toggles between views of chat information and views of CRM record(s). The CRM View toggle control appears only if one or more external CRM systems are configured. |
| 2 | Visitor summary | A summary of information from the pre-chat survey and browser visitor monitoring data.
|
| 3 | Pre-chat Survey | The results of the visitor pre-chat survey, if enabled and configured. |
| 4 | Agent Survey | Displays the Agent survey, if enabled and configured. Agents can be required to answer the agent survey based on workflow configuration rules. |
| 5 | Secure Forms | Secure forms only show up for pertinent chats |
| 6 | Custom Data | A listing of the custom data variables that have been passed into the Velaro application. This is most often marketing campaign management and visitor identification data passed into Velaro from customer websites, marketing management systems or customer networks. |
| 7 | Activity | The website browsing history of the visitor. |
| 8 | Information | The default visitor information data captured from the visitor's browser session. |
| 9 | History | The history of chats with the customer. |
| 10 | Group transfers | The history of group transfers for the visitor. |
| 11 | eCommerce information | For customers with a Magento integration, the visitors shopping cart contents and other checkout information is displayed. |