Users section

Kacper Wiacek Product Expert Lead
Kacper Wiacek
4 min read
updated: Jun 25, 2024

The Users section lets you get closer to the people who chat with your bot.

Each user profile shows how often the person talks to the bot and when the last chat occurred. You can see all the attributes assigned to their profile, add them to custom Segments, filter specific records, export information, and more.

Getting started with the Users sectionLink icon

To access this section, click on the Users icon in the left sidebar. Here, you can view all the users who have interacted with your chatbot, sorted by the most recent time they talked to the bot. You can also see the date of their first interaction with the bot and their email address. You can customize the displayed columns by clicking on the + icon on the right side of the screen.

Users Overview

User detailsLink icon

To view detailed information about the user, simply select and click on their profile. The user’s name and email address will be displayed at the top of the screen. Below, you can find all the basic details collected by the bot at the beginning of the chat. Additionally, you can view the segments the user is part of and the data collected during their last chat.

Users Details

User dataLink icon

User data contains the complete list of all default information gathered. Certain user details, such as name and email, can be viewed, edited, or deleted as needed.

In the main view, you will see the main user details, including Name, Email, Source URL, and more. To access the complete list of user details, click “See more” to view all the information collected about this person.

Last session dataLink icon

Below the User data, you can see data collected during the last session. This section lets you know what has changed or happened the most recently if your user had multiple chats.

User Last Session Data

User chatsLink icon

Check User chats to access transcripts of all past interactions between the bot and the user. Clicking a chat will automatically redirect you to the Archives section.

Click any chat to go to the archives.

Customize the users’ list viewLink icon

Customizing the main view can help you find essential leads more easily. You can determine what data is visible on the main screen by adding columns or filtering the presented information. In the Users section, you can view the list of people who have interacted with your bot. By default, each person is listed with the following attributes: Name, Email, Last Seen, and First Seen. You can easily modify this view by clicking the plus icon, selecting additional attributes, or hiding existing ones.

Setting up filtersLink icon

When the list of users grows, you can use filters to extract valuable information. You can apply multiple filters and decide whether users must meet all the criteria or just one of them.

  1. Click on the Add Filter button to open the full list of available filters.

  2. Select one of the available filters. You can also add multiple filters to narrow down the results.

  3. The list will show all the users who have met your requirements.

Using filters with attributesLink icon

Attributes enable you to assign information to users or ongoing chats and then pass that information to web services. They help you personalize chats. Most attributes, such as Timezone, City, Language, and Avatar, are automatically received from LiveChat, Slack, and Messenger integrations.

You can also prompt users to gather the attributes listed below during the chat. Remember to use the same attribute names listed below.

Attribute name

Description

Name

The user's name

Email

The user's email address

Last seen

The most recent chat's date and time

First seen

The first user's date and time

Country

The user's country

City

The user's city

Region

The user's region in the country they are chatting from

Language

The user's language

Referrer

The URL the user originated from

IP

The user's IP address

Timezone

The user's timezone

Integration

The integration used in the chat, eg., LiveChat

Source

The URL the user started the chat from

Gender

The user's gender

Username

The user's username

Avatar

The user's avatar

Segment

The segment the user is added to

User ID

The user ID gathered from external integrations

Banned

Information if the user is banned or not

You can only filter the users using the provided attributes. You cannot use custom attributes or information from the last session to filter.
You can only filter the users using the provided attributes. You cannot use custom attributes or information from the last session to filter.

You can also add users to Segments that you can later export and use in your marketing campaigns.

Managing multiple UsersLink icon

You can select multiple users from the list and perform one of the available actions in bulk. For example, you can export all the user data to a single .csv file, add users to Segments (like Newsletter), or delete them.

  1. Select one or multiple users from the list.

  2. Click on the More button located at the top.

  3. Select one of the available actions and proceed.

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