Linking Customers

Your website might be configured to allow visitors to start chat sessions without providing any personal details, such as name, email address, etc. Such visitors are created as anonymous customers in the system, and no customer record is created for the chat activity. If at a later point the visitor is identified as a customer, or you need to create a new customer record for the visitor, you can do so by using the Link Customer button available in the Chat pane.

To link a chat activity to a customer:

1. In the Chat pane, click the Link Customer button.

   

2. In the Link Customer window, use the available options to search for a customer. By default the window asks for the first name, last name, and the email address, but it can display different options based on how your administrator has set up the window. If the search returns a matching result, the chat activity is associated with the customer. If the customer does not exist, a new customer record is created for the activity.

   

Related Topics

1. Conducting Chat Sessions