How to Identify Customers in Chat within Help Center

Learn how to identify customers in chat within Help Center

Luca Micheli
Written by Luca MicheliLast update 5 months ago

Have you ever encountered the issue where customers who consult your guides within Help Center Collections or Articles use the chat feature, but you cannot identify who they are because the message comes through as an anonymous customer?

Here's a solution:

  1. Make sure that the Help Center section is under the same domain as your website.

  2. For example, if customers open chat from app.customerly.io, you should put the guides under docs.customerly.io.

  3. You can do this by following the steps in this guide.

  4. By doing this, if the user is authenticated on your platform, they will be recognized elsewhere as well.

With this solution, you can easily identify customers in chat within Help Center Articles and Collections.

If you have any further questions, please don't hesitate to contact us.

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