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== Step-by-Step Instructions == Once you have accessed the '''visitor detail pane''', you can utilize the following functionalities: === For Known Visitors === - **View the contact's avatar**: If the avatar is available, it will be displayed at the top of the visitor detail pane. - **View social media links**: If available, links to the visitor's social media profiles will be present. - **View visitor's contact profile**: You can see all existing details about the visitor in their profile. - **Update contact field values**: You can edit various details directly through the pane. - **Reorder and show/hide contact fields**: Utilize the customization features to organize the information as per your workflow. - **View associated deals**: See any deals connected to the contact. - **Create a deal**: Initiate a deal directly from the visitor detail pane. - **Add/remove contact tags**: Manage the tags associated with the contact. - **View eCommerce order information**: Access details regarding previous transactions. - **Expand and collapse widgets**: Organize your view based on what's important for the conversation. === For Unknown Visitors === - **View the site visitor's number**: Youβll see a unique identifier for visitors who are not recognized. - **Manually add an email**: If you the visitor shares their email, you can input it here. === Customization Options === You can customize the visitor detail pane according to your preferences. These customizations are saved across sessions but are unique to each agent: 1. To access customization options, open a conversation with a known visitor. 2. Click the gear icon next to the visitor's name. 3. Here, you can reorder, show, or hide various widgets and fields. ==== Reorder Widgets ==== To reorder widgets in the visitor detail pane: 1. Open a conversation in the unified inbox. 2. Click the gear icon next to the visitor's name. 3. Drag and drop the items to rearrange their order. ==== Show or Hide Widgets ==== To manage the visibility of widgets: 1. Open any conversation. 2. Click the gear icon. 3. Click the eye icon to hide/show any specific widget.
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