Visitor Identification

Aimdoc includes built-in visitor identification to help you understand who is engaging with your agent, even when the visitor does not fill out a form.

What it does

When identification is available for a session, Aimdoc can:

  • Identify visitors from available network and enrichment signals
  • Enrich conversations with person and company context
  • Personalize responses using that context in real time
  • Support routing and follow-up by giving your team better lead intelligence

How it appears in Aimdoc

Identification data is surfaced directly in your existing workflow:

  • In conversations, the agent can use enriched context to personalize replies
  • In lead and session records, enriched visitor details are included when available
  • In notifications, teams can receive a Visitor Identified notification

Setup

No standalone integration setup is required for customers.

If you want to validate how identification appears in your workspace, check:

  1. A live conversation where a visitor can be enriched
  2. The session or lead record for enriched fields
  3. Notification preferences for "Visitor Identified" alerts

Notes and expectations

  • Identification coverage varies by traffic source, geography, and data availability.
  • Not every anonymous visitor can be resolved to a person.
  • When no enrichment is available, Aimdoc continues operating normally with standard conversation and lead capture behavior.

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