On the Visitors tab in the Visitor Monitoring section, you will see the following information:
1 | Add/Remove Columns | Displays a select menu of columns that can be added or removed from the visitor list. The following columns are available:
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2 | Group | This will sort the table into groups |
3 | Visitor Record | A unique visitor record is created for each website visitor for the duration of the time that they are on the page(s) where chat is implemented. The visitor record is deleted once the visit navigates away from the pages with chat, or if they close their browser. |
Invite to chat
Manual Invitations
Manual Invitations can be launched from the Visitor Monitoring view. To send a manual invitation to a visitor, click on the visitor record and the visitor information pane will display.
Once the visitor information panel is displayed, click "Invite to Chat" and a panel will display that provides the following features to send a manual invitation:
- Template Select menu: Allows Selection of the invitation template to be used.
- Message textbox: Entry of the message to be displayed to the visitor. Note that a manual invitation must be configured before it can be sent. See Invitation Design for more information.
- Preview Invite button: Displays a preview of the invitation in a modal window before sending.
- Send Invite button: Sends the invitation to the visitor.
Note that the first column in the report is populated with icons that give additional information about visitor interactions.