Setup, version and access
Activate runtime version 1.4.0, assign capabilities and understand the source-header version discrepancy.
Visitor Intelligence & Live Engagement
Open guide →GuideUnderstand Visitor Intelligence & Live Engagement
Learn the live monitor, logs, snippet, settings, chat and voice workflows.
Open guide →GuideUnderstand the runtime version 1.4.0
Use the runtime constant as the functional version; the source comment still says 1.0.0.
Open guide →GuideCheck CRM requirements
Confirm CRM 2.3.* and modern browser support.
Open guide →GuideActivate Visitor Intelligence
Run activation and verify data tables and menu entries.
Open guide →GuideUse the Visitor Intelligence menu
Locate Live Monitor, Visitor Logs, Tracking Snippet and Settings.
Open guide →GuideUnderstand Visitor Intelligence capabilities
View controls access; Create and Edit are both labelled Manage Settings; Delete Data is registered.
Open guide →GuideAssign View Visitor Intelligence
Grant access to live data, logs and engagement tools.
Open guide →GuideAssign settings management
Grant Create or Edit only to staff responsible for tracking settings.
Open guide →GuideUnderstand the Delete Data capability limitation
The capability is registered, but the supplied controller exposes no visible delete-data action.
Open guide →GuideUnderstand the default site key
The installed default is a97d1331a473a5903bbdfe6d3c5fdc8f.
Open guide →GuideUnderstand the default collection endpoint
The installed endpoint is /visitor_intelligence/visitor_collect/collect.
Open guide →