topic Re: Can't Associate Live Chat Contact in Lead Capture Tools

Can't Associate Live Chat Contact

khart1 — Tue, 21 Jul 2020 21:08:15 GMT

Hello, I just chatted with an unknown visitor. I got his name and email address and now I would like to create a contact associated with the chat. I've done this countless times before, however, this time, there is no option to add the contact information in the right panel per the hubspot instructions as I have done in the past. How can I associate this chat with a new contact? Help! For a moment I thought maybe it was getting associated with a miscellaneous contact so I chose the disassociate option, which didn't seem to do anything or make a difference. Here is a screenshot of what my right panel looks like in the chat. Normally, I would see these options but above that there would be an area for contact info and to associate the chat with existing. That option is not currently available.

Re: Can't Associate Live Chat Contact

PamCotton — Wed, 22 Jul 2020 18:11:37 GMT

Hi @khart1

On top of "create a ticket" do you have the following option in your end?

Associate Visitor

Also when you click in "More" what are the options available in your end? Currently this customer still as Unknown user?

Thank you,

Pam

Re: Can't Associate Live Chat Contact

khart1 — Thu, 23 Jul 2020 13:55:07 GMT

Hi Pam, Thanks for your reply. As of yesterday, no, I did not have the option to "associate visitor" like in your screenshot and when I clicked "more" I only had an option to "disassociate" visitor, which I had clicked several times. It was all very strange. However, I have since logged out and logged back in and now all of the expected options are available. It must have been a glitch. All is well that ends well. Thanks for your help!

Re: Can't Associate Live Chat Contact

PamCotton — Thu, 23 Jul 2020 14:41:49 GMT

Hello @khart1

You are welcome, thank you for letting me know. If this happens again, my recommendation would be to clear your browser cache ( instructions here )

And of course, let us know if you need further assistance.

Kindly,

Pam