Users section

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 section

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.

User details

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.

User data

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 data

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 chats

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.

Customize the users’ list view

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 filters

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 attributes

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.

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 Users

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.

Read more:

• Segments

• What are attributes

• LiveChat integration

• Slack integration

• Messenger integration