Editing Visitor Information
The visitor edit modal allows agents to update visitor details directly from the inbox sidebar.
Opening the Modal
Click the Edit button next to the visitor's name and avatar in the inbox sidebar. This opens a form where you can modify visitor information.
Form Fields
Name
string
The visitor's full name or display name.
Email
string required
The visitor's email address. Visitors can set their own email when starting a chat if not previously configured.
Plan
string
A custom plan identifier for the visitor (e.g., "Free", "Pro", "Enterprise").
External ID
string
An external identifier that can be used to link visitors to your own systems.
Country
string
The visitor's country, selected from a dropdown list.
Usage and Integration
All visitor fields can be initialized through the Yaplet SDK or modified by agents in the dashboard. These values are used throughout the platform for visitor segmentation, filtering conversations, and targeting specific user groups.
Changes to visitor information are automatically logged as private events in the conversation history for audit purposes.