Conversations is available on all plans levels and can be purchased as an add-on to your account.
When you or an agent opens a conversation with a visitor, you'll have the option to update contact custom fields and the following standard fields:
- First name
- Last name
- Email address
- Phone number
- Job title
Any updates made to these fields will appear on the contact's profile record.
How to update contact field values for a visitor
1. Click the field value in the visitor details pane.
2. A dialog box will open. Type the new value for the field.
3. Click the "Save" button.