Understand visitor activity

The visitor list is a quick signal, not a complete customer record. Use it to decide where to look next, then open the profile when a conversation needs more context.

Scan the visitor listCopy Anchor Link

Open Visitors to see identity, location, browser and operating system, visit count, last activity, status, conversation count, and tags in one table. Use the email address to distinguish known visitors from anonymous sessions. The people shown are fictional records in the isolated Convor demonstration workspace.

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Use bulk actions carefullyCopy Anchor Link

Select visitor checkboxes to open the bulk action bar. You can add or remove a tag, block or unblock the selected profiles, or merge duplicates. Keep the selection limited to records you have already compared. Bulk actions affect every selected profile.

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Merge duplicate profilesCopy Anchor Link

Select at least two profiles and choose Merge. In the confirmation dialog, choose the profile to keep. Conversations, visitor messages, CSAT, surveys, activity, notes, tags, page history, session totals, and any blocked state are moved or combined into that target. The other selected profiles are deleted, and the operation cannot be undone.

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Check the names, emails, and conversation history before confirming. When the identity is uncertain, leave the profiles separate.

Narrow the list before you actCopy Anchor Link

Use the status and blocked-state selectors first, then open Filters to limit the list by minimum or maximum visit count. Selecting a tag in the table filters the list to that tag. Export only after applying the same search and filters you intend to share.

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Open the profile for contextCopy Anchor Link

Select a row to open Visitor Details. The profile shows the visitor identity, location, device, sessions, conversation history, tags, and internal notes. Read the history before asking the visitor to repeat information.

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IP-address and country restrictions are configured separately under Visitor blocking. Do not copy private data into a public tutorial. The tutorial does not contain real customer personal data. Enter live values only in your own workspace.