People
The customer is the record. The chat is one chapter.
When someone writes in the widget, a contact sits beside the thread: name, email if they gave one, company, last page. Saved segments on People can drive inbound routing. Visitors plots who is on your sites right now.
| Name | Location | Lifecycle |
|---|---|---|
| Amelia Rowe | London, UK | customer |
| Jonas Meier | Zürich, CH | lead |
| Priya Shah | Bengaluru, IN | customer |
| Noah Ellis | Austin, US | visitor |
| Sofia Alvarez | Mexico City, MX | lead |
Why the record sits next to the thread
Agents waste time asking for an email they already have, or guessing which “Alex” this is. Cove attaches a contact to the conversation: identity they gave, last page the widget sent, tags you add, and notes the visitor never sees. Visitors plots who is on your sites right now.
Why the record sits next to the thread
Agents waste time asking for an email they already have, or guessing which “Alex” this is. Cove attaches a contact to the conversation: identity they gave, last page the widget sent, tags you add, and notes the visitor never sees.
What you can edit
Name, email, phone, company, tags, lifecycle, location, and internal notes. Ban a visitor to block further widget messages from that browser identity.
Segments, routing, and campaigns
Save a segment on People, then use it on an inbound routing rule or an email campaign. That is a contact list for the desk — not a marketing CDP you have to buy separately.
Where contacts come from
Profiles appear when someone chats from the widget, writes from a connected channel, or when you add them in People. The Visitors screen maps recent presence by country.
Who this is for — and how records get in
A fit if the desk is website chat and you want the person beside the transcript — name, email, last page, tags, ban. Segments on People can drive inbound routing. That is a contact list for the desk.
Connect HubSpot with a private app token. Add people in the app. A signed webhook can carry events into the inbox. Segments drive routing and email campaigns.
FAQ
Frequently asked questions
Contacts appear when someone chats. Visitors maps who is on the site.
Yes. Visitors shows who is on your sites in a fifteen-minute window, plotted at a country centroid from the request header. Open it after you sign in.
Connect a HubSpot private app token on Integrations. Chat emails can match HubSpot contacts. You can also import a CSV from the switch guide or add people in the app.