Tired of chatting with "Visitor 295" or shouting “Who goes there?” into the abyss of a website chat? Previously, the visitor could choose never to identify themselves by name, company, or email. Now you can ask, nay, require that website visitors identify themselves when starting a chat. From Setup, click Chat, and then Fields and Buttons and choose the required identification fields. If you get that far, you're a Dossier genius!
Sometimes you need to collect contact information from your website visitors without overwhelming them. You can now make Dossierbot, your automated chat assistant, collect mandatory contact information from your website visitors. With Dossier chat’s new, beautifully minimalistic identification page, you can choose the information you need from visitors and ask for additional non-mandatory information. Dossierbot then automatically adds the information to your Salesforce and HubSpot CRMs so all your leads’ records are up to date!