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Qualification Details

You have the ability to modify the qualification details as per your preference i.e. you can select the details that you would wish to view or details you would wish to hide

What Qualification details are covered during Live Chat?

The details will be auto populated if the System defined variables are used. Below are few of the details that will be visible during the conversation;
Field
Description
Name
Displays the name of the visitor if they have shared it during the conversation with the bot
Email
Displays the email address of the visitor if the same is shared during the conversation with the bot
Phone
Displays the contact details of the visitor if the same is shared during the conversation with the bot Details like Name, Email or Phone number can be edited by you or manually added as per your preference to set the context of the conversation for easy reference in future
URL
Displays the URL of the page from which the chatbot was invoked
City
City from where the visitor has initiated the interaction with the bot
Country
Country from where the visitor has initiated the interaction with the bot
Zipcode
Zipcode from where the visitor has initiated the interaction with the bot
Country Code
Two letter country code of the country from which the chat has been initiated
Bot Name
The bot with which the interaction had started
Channel
Displays the channel on which the bot is active i.e Website, WhatsApp, Facebook or SMS
IP Address
IP address of the visitor
Timezone
Displays the timezone of the visitor
Browser
Displays the browser through which the interaction with the bot was initiated by the visitor
Browser Language
Displays the language of the browser through which the conversation with the bot was initiated by the visitor
OS
Displays the Operating System used by the visitor during the conversation i.e Mac, Windows, Linux etc..
Details related to City, Country, Zip Code are displayed via Third Party tool and are not always accurate
  • Custom Fields: You can also configure the fields as per your preference that you would like to see in the conversation details. This will only be visible for the bot configured on Web channel

What modifications I can perform on Qualification Details in Live Chat?

You can follow the following actions in order to modify the qualification details in Live Chat screen;
Create
This feature allows you to create your own custom field and view the data by fetching it either from the variable or external source In-order to create the custom field, you can follow the following steps;
  • Click on 'Add Detail'
  • Give 'Title or Name' to the field
  • Provide data source for the data to be collected from and reflected in the field
  • Click on 'Save' to apply changes
Re-Order
You have the ability to re-order or re-arrange the fields as per your preference.
In-order to do so, you need to click on 'Top-Down Arrow' on the left of the field and 'drag & drop' to the desired position
Hide or Show
Using this feature, you can also hide or show the fields as per your preference. In-order to do so, you can follow the following steps;
  • Click on 'Edit'
  • Click on 'Eye' icon appearing on the left of the field to hide or show the particular field
  • Click on 'Save' to apply the changes
Delete
Using this feature, you can delete any fields that you wish to as per your preference. In-order to delete the fields, you can follow the following steps;
  • Click on 'Edit'
  • Click on 'Thrash' icon appearing against the field name
  • Click on 'Save' to apply changes