Every live chat conversation has a Customer sidebar on the right that tells you who you're talking to — their identity, profile, what they're doing right now, and their recent activity. These details appear as CornerSpot learns them, so identified visitors show the most and anonymous ones show less. This guide gives you a tour of each section.
Reading the Customer sidebar in CornerSpot Live Chat
Open any conversation from the Live Chat Inbox at /dashboard/chat/inbox by clicking its row — you land on the conversation view at /dashboard/chat/inbox/{conversationId}, with the Customer sidebar docked on the right.
1. The identity block
At the top, the sidebar shows the visitor's name (or email) and an optional role. Alongside are quick actions: an email shortcut (when an email is known), a link to open the matching CRM contact record when one exists, and an activity-history icon. If no contact matches, the contact-record icon is shown as unavailable.
2. The Profile section
The Profile section gathers what CornerSpot knows about the visitor: Email, Company, Plan, Lifetime value, First seen, and Sessions. Each row only appears when that detail is known — except Email, which always shows (an em-dash for anonymous visitors). Much of this is enrichment you pass when you identify a signed-in visitor.
3. The Live context section
Live context shows where the visitor is right now: Location, Timezone, Locale, Device (browser and operating system), IP address, and the current Page they're on — with a breadcrumb of the path. It's a quick read on the context behind the conversation.
4. The Recent activity section
Recent activity lists what the visitor has done in the last 24 hours. When there's nothing recent, it simply reads “No recent activity in the last 24 hours.”
Identified vs. anonymous visitors
By default, a visitor is anonymous and the sidebar shows only what can be observed — device, IP, the page they're on, and any details they typed into the pre-chat form. Once you identify a signed-in visitor (by calling the identify API from your site and passing their details), CornerSpot enriches the conversation with their name, email, company, plan, and lifetime value, and the Open contact record link appears when a matching CRM contact is found.
Good to know
- Fields appear when known. Each row renders only when there's a value for it, so a richer profile means a fuller sidebar.
- Email always shows. The Profile section always has an Email row — an em-dash signals an anonymous visitor with no email on file.
- Device is derived automatically. The Device row is parsed from the visitor's browser, so you'll see something like “macOS · Chrome.”
- Identifying unlocks the most context. Identified visitors carry the data you pass — and link straight to their CRM contact record.