Edit visitor info

You can change the following visitor info:

  • Name
  • Email address
  • Phone number
  • Notes
  • The info from the custom fields

To change the information, follow these steps:

  1. Open the chat.
  2. In a visitor information section on the right, click on a field you’d like to change.
  3. Enter new data and press enter or just remove the focus from the input field.
  4. Done! You will see an indicator saying that changes were saved.

If you can’t find a visitor information section, most likely the application window is not stretched widely enough or you are working on a mobile device. To access it, you need to expand the window or click on the i icon in the upper right corner.

To learn more, read the Visitor info fields article.