Verifying users from contacts in visitor history
A dedicated users section is now available in the Visitor History module that displays verified or authenticated users separately from general contacts and anonymous visitors that helps operators focus on genuine user interactions and maintain better customer context during engagements.
Verified users are:
- Visitors who were identified through authentication
- Verified WhatsApp users
- Visitors who shared verified account information
- Visitors who are mapped to registered customer profiles
In the SalesIQ side panel > Visitors, you can find the Users section.
Filtering the Users list
User's List view
- All Users: This list enlists all the users visiting your website.
- Returning Users : This list separates the repeated users from the all users and lists them separately.
- Users - Visited today : This list shows all the users who visited your website today.
- Cold Users : The users who have not visited your website for more than 2 months will be categorized here.
- New Users - Visited today : The users who landed on your website for the very first time will be show here.
Create your custom list
How to set rules to filter contacts
- Add a name to your list by clicking on the Add a Title on the top.
- Make a rule from one of the pre-defined conditions available.
- After creating your first rule, you can add more rules to it by clicking 'or / and' next to add another rule.
- If you pick 'or' the users will be filtered if any one rule is satisfied.
- If you pick 'and' all the rules must be satisfied to be enlisted in the list.
- After adding the rules, click Save.
- Now, pick your custom list from the drop down on top, inside the Users module.
User Profile Information in SalesIQ
1. User Tags
You can associate tags with users for better categorization and filtering.
For example you can tag the visitors as:
- Premium Customer
- Hot Lead
- Returning Customer
- Support Priority
2. Personal Information
- First name
- Last name
- Primary email
- Secondary email
- Primary phone number
- Secondary phone number
3. WhatsApp Verification & Channel Details
You can also view WhatsApp-specific information including:
- WhatsApp-linked phone number
- WhatsApp channel association
- Connected WhatsApp app name
- Verification indicators
- Channel source information
4. Other Informations
You can check other additional visitor insights, engagement history, behavioural details, and location-based information to help operators better understand users and deliver contextual support.
- Visit Count: Displays the total number of times the visitor has visited your website or interacted with your brand.
- Page Count: Shows the total number of pages viewed by the visitor during their visits.
- Past conversations count: Indicates the total number of previous conversations the visitor had with operators.
- Total Duration: Displays the cumulative duration of all visitor interactions and sessions.
- Last interaction time: Shows the date and time of the visitor’s most recent interaction.
- First visit time: Displays the date and time when the visitor first accessed your website or platform.
- Last visit source: Shows the source from which the visitor most recently arrived.
- First visit source: Displays the original source through which the visitor first discovered your website.
- Last visit time: Shows the visitor’s latest website visit timestamp.
- Last visit duration: Displays how long the visitor stayed during their most recent visit.
- Favorite operator: Displays the operator who most frequently interacted with the visitor.
- Satisfaction: Indicates the customer satisfaction level collected through chat ratings or feedback.
- Avg. time spent: Shows the average duration the visitor spends on your website or platform.
- Rating: Displays the visitor’s chat or support rating score.
- Medium: Displays the traffic medium used by the visitor.
- UTM name: Shows the UTM campaign name associated with the visitor session.
- City: Displays the visitor’s detected city location.
- State: Shows the visitor’s detected state or province.
- Region: Displays the broader geographic region of the visitor.
- Country/Region: Shows the visitor’s detected country.
- Country code: Displays the ISO country code associated with the visitor.
- Browser: Displays the browser used by the visitor. Examples:
- Chrome
- Safari
- Firefox
- Edge
- Operating System: Shows the operating system used by the visitor.
- IP address: Displays the visitor’s IP address.
Conversation
All the chats and calls initiated by the user will be listed here. You can click on a specific chat to view the conversations in detail. The date and time, operator attended, and the status of the conversation will be displayed here. You can reopen the conversation by clicking the "Reopen" button. You can also filter the conversation based on the brands the user is associated.
User Activities
It gives a timeline view of all the activities performed by the contact in a session and the activities carried out by the operator for the contact. If you click on a particular session, the list of all the activities carried out by the visitor on that particular session will be listed.
The below details will be listed:
Landing Page - Clicking on the link will take you to the page visited by the contact.
Date and Time of Visit - Date and time at which the contact accessed the landing page.
Pages accessed - All the pages accessed by the contact throughout the visit will be listed.
Chat Initiated - Clicking 'Chat initiated' will open the chat transcript, displaying only the operator's initial chat.
Chat Ended - Clicking on 'Chat ended' will open the chat transcript, displaying the contact's entire chat conversation with your operators.
Email Sent - To view the contact's email, click on the "Mail Sent" and the mail will be displayed in a separate column.
Note Added - Clicking on "Notes" will display the added notes in a separate column.
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