Dynamically add your visitors' data using Visitor APIs.

Dynamically add your visitors' data using Visitor APIs.

Visitor APIs can set a pre-defined value for your visitor's data; this can help you store visitor data on your site, speed up the support process, and reduce redundant data in your SalesIQ portal. You can enable Visitor API if you wish to skip the pre-chat forms and initiate chat right away. 

 

If the visitors log in to your website, you can map the visitor API to specific users and store the visitors' data on your website dynamically and ease the future support process. You can use the stored data without them having to re-enter the data again.

Here are a few ways that Visitor APIs can help your support: 

Initiate chat right away without Pre-chat form :


APIs used:


These APIs will let you skip the pre-chat forms and allow you to initiate chat directly without having to wait by using the pre-defined data stored on your website. 

Important Notes to follow Before implementing: 
  • If you add this code directly to your website's source code without mapping the users, all the users will be assigned with the same name.
  • The data such as name, email, and contact number added using these APIs will not be stored in your SalesIQ portal; you must re-add the JS API code when implementing it on a new website/page.

How to implement it?

 

  • Add the APIs with pre-defined values below the SalesIQ code on your website's source code.
  • Navigate to Settings > Websites > Live Chat Widget > Chat Window > Fields, and disable the Name, Email, and Phone number fields. 
  • Now the users need not enter the details every time they try to initiate a chat.  

Pro tip: 

You can start the chat right away after the visitors click the chat widget using the code provided below:

 

Note : Make sure to change the values with respect to each user.

            

  1. <script>
  2.  
  3. $zoho.salesiq.ready=function()
  4.  
  5. {
  6.     $zoho.salesiq.visitor.question("Hey, I need assitance!");
  7.      $zoho.salesiq.visitor.name("John Smith");
  8.      $zoho.salesiq.visitor.email(" johnsmith@zylker.com "); 
  9.     $zoho.salesiq.floatbutton.click(function()
  10.    {
  11.     $zoho.salesiq.chat.start()
  12.    });
  13.  
  14. }
  15. </script>             

Store all the chats of visitors for future reference: 

Using the  .visitor.id()  you can permanently store the chat history of the visitor. The conversations can be viewed by the operators and visitors for future reference and help solve the issue quickly.

 

 

 

 Note: 

 If the visitor.id() API is mapped successfully to a visitor, the chat history will be stored in the SalesIQ portal and will not be lost even if the website's cookies and cache are cleared.   


Also, please ensure that: 

  • The ID that you set for your visitors using this API is unique.
  • You use the same ID that you initially map a visitor with throughout the process.
  • Else, there are chances of the conversations that you have with visitors being misused. 

Example : If you happen to set a visitor ID of a visitor Blake with Alice, Alice will be able to see all the conversations that Blake had with your operators. 

            

For more details on Visitor APIs, check out our help guides here. 


Regards, 

Naveen