Contacts & People
Understand how Convot tracks visitors and customers, and how to pass identity and custom data from your app.
6 articles
Contact Profiles
What Convot tracks on every contact - identity fields, custom data, tags, events, and conversation history.
Identifying Visitors
Pass your user's email and ID to Convot so anonymous visitors become named contacts linked to their account.
Custom Data
Store arbitrary key-value pairs on a contact to surface your app's context directly in the conversation sidebar.
Contact Events
Track timestamped actions from your app on a contact's timeline - plan upgrades, installs, key actions.
Segments and Tags
Use contact tags to group your users and filter conversations, the contacts list, and routing rules.
The Contact Sidebar
The context panel that slides in during a conversation - what it shows and how to use it.