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, WhatsApp, Telegram, and LINE.

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 you want to display in the card, along with the placeholder text.
  
• Enable "Use input as visitor name" to automatically save the entered value as the visitor's name in SalesIQ. This is useful when collecting the visitor's primary name. This option is available only when the new Brand settings are enabled.
• If you are collecting another person's name (for example, a spouse, parent, or child), disable this option to prevent the value from updating the visitor's name in SalesIQ.
• When disabled, a Context Variable field becomes available, allowing you to specify a variable name to store the entered name.
  
• You can make this card mandatory by unchecking the 'Allow visitor to skip' option. 
• Next, enable the salutation if required, then select the name format. It can be the first, last, or both names. 
  

• Provide a Hint text and a default value for storing visitors' names for further actions. 
• Enter the error text that will be shown if the visitor hasn't entered a name.
  
• Click Save.

Example - Getting the first name as input from the website visitor.

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.

Verify the visitor’s email by OTP to avoid junk.               

Phone

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 you want to show in the card and the placeholder text.
• You can also make this card mandatory by unchecking the 'Allow visitor to skip' option. 
  

Country code selection

Note to customers: The country code selection is a part of our upcoming Summer ’26 release and will be rolled out in phases. If you would like early access to explore the feature, please fill out this form.

Note: The country code selection is applicable only for the web and mobile SDK. 

There are two ways to configure country code selection for phone number input fields.

1. Static - The country code is predefined and cannot be changed by the visitor.
   
1. Enabling "Use visitor’s country code" automatically detects and sets the country code based on the visitor’s geolocation. The visitor cannot modify the detected country code.
   

This is helpful for capturing the correct country code automatically and reducing manual errors during input

1. Disabling the "Use visitor’s country code" opens the "Static country code" dropbox, where you can manually define a fixed country code.
   

This is helpful when your business operates only in a specific country and wants to accept phone numbers only from that country.

1. Dynamic - Visitors can select a country code from a dropdown. Define the list of allowed country codes and the visitors can only choose from the configured countries
   

This is useful when your business operates in multiple countries. But you do not want to allow all country codes globally

• Provide a Hint text, a default value for storing visitors' phone numbers 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.

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.

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 .
  

Note: The character limit for the String and Number in webs is 255. 

Example - Getting the ticket ID from the website visitor using visitor fields.