A chat widget on your site can take the visitor's name, email, and phone from the page it sits on. The conversation is saved on that person instead of a contact named Website visitor.
The widget cannot see your page on its own. Your site already knows who is logged in, and it hands those details to the embed.
How to pass them
- Call TextWorkWidget.identify({ name, email, phone }) once the page knows who the visitor is.
- Or set data-name, data-email, and data-phone on the embed script when the page is rendered.
- Any of the three can be left out.
What gets saved
- The chat contact uses the name, email, and phone you passed.
- TextWork does not text that phone. The chat stays in the browser.
- A visitor with nothing passed is still saved as Website visitor.
How to use it is in Website widgets.