Visitor info cards are used to collect type-based information like name, email, phone, website, etc. from the visitor and store them as per the requirement.
Channel compatibility and limitations
All visitor info cards are supported in Facebook, Instagram and WhatsApp.
Name
The name card can be used to get the Name of the visitor during the bot conversation. The name collected in this card will be updated as the visitor's name automatically in the SalesIQ portal.
-
To add a name card to the bot's flow, click on the cardholder (+) icon to view the card gallery and select the
Name card under the Visitor Info card section.
-
Now enter the
message
that you want to show in the card and
placeholder
text.
-
You can also make this card mandatory by unchecking the '
Allow visitor to skip
' option.
-
Give a
Hint text
,
default value
where the name of visitors can be stored and them for further actions.
-
Enter the
error text
that will be shown if the visitor hasn't entered a name. Click
Save.
Example -
Getting the Name as input from the website visitor.
Sample Output
Email
The email card can be used to get the email of the visitor during the bot conversation. The email collected in this card will be updated as the visitor's email automatically in the SalesIQ portal.
-
To get the visitor's email, click on the card holder (+) icon to view the card gallery and select the
Email card under the Visitor Info card section.
-
Now enter the
message
that you want to show in the card and
placeholder
text.
-
You can also make this card mandatory by unchecking the 'Allow visitor to skip' option.
-
Give a
Hint text
, default value
where the email of visitors can be stored and them for further actions.
-
Enter the
error text
that will be shown if the visitor hasn't entered an email. Click
Save
.
Example -
Getting the Email as input from the website visitor.
Sample Output
The phone card can be used to get the visitor's phone/mobile number during the bot conversation. The number collected in this card will be updated as the visitor's phone number automatically in the SalesIQ portal.
-
To get the visitor's phone number, click on the card holder (+) icon to view the card gallery and select the
Phone card under the Visitor Info card section.
-
Now enter the
message
that you want to show in the card and
placeholder
text.
-
Specify the
Country code
and you can also make this card mandatory by unchecking the 'Allow visitor to skip' option.
-
Give a
Hint text
,
default value
where the name of visitors can be stored and them for further actions.
-
Enter the
error text
that will be shown if the visitor hasn't entered a valid phone number. Click
Save
.
Example
- Getting the Phone number as input from the website visitor.
Sample Output
Company
This card can be used to get the company's name.
-
To add the Company card to the flow, click on the cardholder icon (+) and choose
Company card under the Visitor Info card section.
-
Now, Specify a
name
for the card, add the
reply text
in the message input field, and click
Save. You can also add card images or attachments to enrich your response.
-
After clicking
Save, you can view the card on the bot builder page.
Example -
Getting the Company name as input from the website visitor.

Sample Output
Visitor Fields
Visitor fields card can be used to ask a custom questions to your visitors.
-
To collect other data of the visitor, click on the card holder (+) icon to view the card gallery and select the
Visitor fields card under the Visitor info card section.
-
Now, give a
name
to the card, enter the
message
that you want to show on the card, and
placeholder
text. You can make this card mandatory by unchecking the
Allow visitor to skip
option.
-
Choose the type of
data
you want to get in the
Choose type
section.
Data types:
-
Email
: To recieve any email address.
-
Phone
: To recieve any phone number.
-
URL
: To get URLs from the visitor.
-
Number
: To get the specific numeral values.
-
String
: To get content in text format.
-
Password
: To get the password from the visitors.
Note
: The password will be masked won't be visible anywhere in the UI.
-
After selecting the data type, you can update the collected data to the
visitor field and the bot's context
. Click
Save
.
Example -
Getting the ticket ID from the website visitor using visitor fields.
Sample Output
