Visitors

The Visitors page provides a central hub to view and manage all visitors who have interacted with your chat widget. Track conversations, update statuses, and analyze visitor information.

Accessing Visitors

Log in to your Chatim dashboard
Select your project from the sidebar
Click Visitors in the navigation menu

Status Tabs

Filter visitors by their current status using the tabs at the top:

Status	Description
New	Fresh conversations, not yet qualified
Leads	Potential customers showing interest
Customers	Converted or existing customers
Closed	Resolved or completed conversations
Archived	Old or inactive conversations

Each tab shows a count of visitors in that status.

Search and Filters

Click Show Filters to access advanced filtering:

Search Term — Search by visitor name, email, or phone (partial matches supported)
Date Range — Filter by start and end date (default: last 30 days)
Engaged Only — Show only visitors who selected an option, submitted a form, or sent a message (filters out visitors who only opened the widget)

Visitor Table

Column	Description
Name	Visitor's name (or "Visitor #" if not provided)
Email	Email address collected via forms
Phone	Phone number collected via forms
Status	Current visitor status (color-coded badge)
Location	City, region, and country (when available)
Date	When the conversation started

Click on any row to open the visitor's detail panel. Click the eye icon to open the full detail page.

Export Data

Export the current page of visitors to Excel or CSV format using the export buttons in the header area.

Exported columns: ID, Name, Email, Phone, Status, Country, City, Region, Engaged (Yes/No), Created At.

Export respects all current filters
Each export includes one page (20 visitors per page)
CSV format works well for importing into other systems

Visitor Detail Panel

Click on any visitor row to open a sliding panel with two tabs: Info and Conversation.

Info Tab

Visitor Status — Dropdown to change status (updates immediately)
Basic Info — Visitor ID, associated project, first seen date
Custom Parameters — Key-value pairs sent via the JavaScript SDK or captured from URL parameters
Form Submissions — All data submitted through chatbot forms
Device Info — Device type, viewport, browser, OS, referrer URL
Location — City, region, country, timezone, IP address

Conversation Tab

Shows the complete chat history including bot messages, visitor messages, admin (live chat) messages, selection choices, and form submissions.

Visitor Statuses

Status	When to Use
New	Default for new interactions, not yet qualified
Lead	Showing buying interest, completed contact form
Customer	Made a purchase or converted
Closed	Conversation resolved, support ticket completed
Archived	Old conversations, spam, irrelevant

Statuses can be changed manually from the detail panel or full detail page, or set automatically using the Notification Node in your chatbot flow.

Best Practices

Check the Visitors page daily and follow up with new leads promptly
Update statuses to keep records accurate
Use the "Engaged only" toggle to focus on meaningful interactions
Design forms to collect useful information without asking too much at once
Use custom parameters via the SDK for additional visitor context (custom parameters)

Workflow Integration

Sales Pipeline

New visitors start as "New" → Qualified leads are marked "Lead" → Converted visitors become "Customer" → Lost opportunities are "Closed".

Support Pipeline

Support requests start as "New" → Active cases remain in current status → Resolved issues marked "Closed" → Irrelevant requests "Archived".

Chatim Help Center