HELP FILE

Viewing Visitor Details

View information on active visitors, such as visit number, referring URL, geographic location, and the number of proactive invitations sent, ignored, and declined.

Tap Visitors on the Home screen to show a list of active visitors from all sites associated with your BoldChat account. You can also see basic visitor information, such as visit number, referring URL, geographic location, and the number of proactive invitations sent, ignored, and declined.



Note: Your visitor folder structure is retained in the app.

A red badge on top of the Visitors navigation icon represents the number of new visitors, not the total visitors.



Accessing visitor history and detailed information

Tap a visitor entry to display details and engagement history. Tap an individual visitor to view a Visitor Summary screen with information such as keywords, landing page URL, number of past chats, pages viewed, and more.



Arranging the visitor list

Tap Group to arrange visits by time on site, country, or website.

Note: The visitor list is arranged by time on site by default.

Inviting Visitors to Chat

You can invite visitors to chat on the Visitors and Visitor Summary screens by tapping Invite. If the visitor accepts, the chat will automatically be assigned to you.

Note: The invite issued is the default invitation, which you can customize with BoldChat Client software on your computer.