Difference between revisions of "ATC/Current/AdminGuide/Live Now"

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m (Text replacement - "https://help.mypurecloud.com/articles/altocloud-permissions-overview" to "https://help.mypurecloud.com/articles/?p=195191")
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|DisplayName=Live Now
 
|DisplayName=Live Now
 
|TocName=Live Now
 
|TocName=Live Now
|Context=Learn how to see real-time information about users on your website. Skip to the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_journey_map|display text=visit journey map}} or the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_journey_map|anchor=AboutIcons|display text=description of the icons}}.
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|Context=Learn how to see real-time information about visitors on your website. Skip to the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_journey_map|display text=visit journey map}} or the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_journey_map|anchor=AboutIcons|display text=description of the icons}}.
 
|ComingSoon=No
 
|ComingSoon=No
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
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|Media=Image
 
|Media=Image
 
|image=LiveNowFIlterPEPC.png
 
|image=LiveNowFIlterPEPC.png
|structuredtext=To see only customers who belong to specific segments, in the '''Choose segments''' list select the segments you want.
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|structuredtext=To see only visitors who belong to specific segments, in the '''Choose segments''' list select the segments you want.
  
{{NoteFormat|You can select {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#Activate|display text=active segments}} that are {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Segments#DisplayAgents|display text=displayed to agents.}}}}For information on how to build and use segments, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_segments}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|anchor=SegmentMatch|display text=Trigger an action map based on segment match}}.
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{{NoteFormat|You can select active segments that display to agents. For more information about configuring these options, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Manage_segments}}.|}}For more information on how to create and use segments, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=About_segments}} and {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Trigger|anchor=SegmentMatch|display text=Trigger an action map based on segment match}}.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=Search for customers
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|sectionHeading=Search for visitors
 
|anchor=LiveNowSearch
 
|anchor=LiveNowSearch
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
 
|image=LiveNowSearchPEPC.png
 
|image=LiveNowSearchPEPC.png
|structuredtext=You can search for customers by their:
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|structuredtext=You can search for visitors by their:
  
 
*Name
 
*Name
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*Location
 
*Location
  
For example, a search for "Atl" displays customers from Atlanta. A search for "Ho" displays all customers who are browsing the "Home Insurance" webpage and the customers in the "Hot Prospect" segment.
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For example, a search for "Atl" displays visitors from Atlanta. A search for "Ho" displays all visitors who are browsing the "Home Insurance" webpage and the visitors in the "Hot Prospect" segment.
  
 
Search is not case-sensitive.
 
Search is not case-sensitive.
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|Media=Image
 
|Media=Image
 
|image=LiveNowStatusPEPC.png
 
|image=LiveNowStatusPEPC.png
|structuredtext=The status reflects the customer's status on your website:
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|structuredtext=The status reflects the visitor's status on your website:
  
*'''<span style="color: rgb(51, 153, 102);" data-mce-style="color: #339966;">Green</span>''': The customer is actively using your website.
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*'''<span style="color: rgb(51, 153, 102);" data-mce-style="color: #339966;">Green</span>''': The visitor is active on your website.
*<span style="color: rgb(255, 204, 0);" data-mce-style="color: #ffcc00;">'''Yellow'''</span>: The customer has been inactive for 45 seconds. This may occur if the browser is minimized, or the customer is looking at a different site in a separate tab.
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*<span style="color: rgb(255, 204, 0);" data-mce-style="color: #ffcc00;">'''Yellow'''</span>: The visitor has been inactive for 45 seconds. For example, the visitor minimized the browser window or is looking at a different site in a separate tab.
*<span style="color: rgb(128, 128, 128);" data-mce-style="color: #808080;">'''Grey'''</span>: The customer has been inactive for 60 seconds or longer.
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*<span style="color: rgb(128, 128, 128);" data-mce-style="color: #808080;">'''Grey'''</span>: The visitor has been inactive for 60 seconds or longer.
  
{{NoteFormat|When a customer arrives on your website, {{MINTYDOCSPRODUCT}} begins timing their presence. After 30 minutes of inactivity, {{MINTYDOCSPRODUCT}} automatically ends their session. |}}
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{{NoteFormat|When a visitor arrives on your website, {{MINTYDOCSPRODUCT}} begins timing their presence. After 30 minutes of inactivity, {{MINTYDOCSPRODUCT}} automatically ends their session. |}}
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
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|Media=Image
 
|Media=Image
 
|image=LiveNOwRefreshPEPC.png
 
|image=LiveNOwRefreshPEPC.png
|structuredtext=Live Now automatically refreshes itself every minute. To see more current information, click '''Refresh.'''
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|structuredtext=Live Now refreshes itself every minute. To see more current information, click '''Refresh.'''
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=View customer details
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|sectionHeading=View visitor details
 
|anchor=ViewVisitorDetails
 
|anchor=ViewVisitorDetails
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
 
|image=LiveNowClickNamePEPC.png
 
|image=LiveNowClickNamePEPC.png
|structuredtext=To see the details about a customer, click the customer's name. For more information about the types of details available, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_details}}.
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|structuredtext=To see the details about a visitor, click the visitor's name. For more information about the types of details available, see {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Customer_details}}.
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
|sectionHeading=View the webpage where the customer is
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|sectionHeading=View the webpage the visitor is on
 
|anchor=VIewWebsitePage
 
|anchor=VIewWebsitePage
 
|alignment=Horizontal
 
|alignment=Horizontal
 
|Media=Image
 
|Media=Image
 
|image=LiveNowBrowsingPEPC.png
 
|image=LiveNowBrowsingPEPC.png
|structuredtext=To see the website page where the customer is currently browsing, click the link under '''Browsing'''.
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|structuredtext=To see the webpage that the visitor is on currently, click the link under '''Browsing'''.
 
|Status=No
 
|Status=No
 
}}
 
}}
 
}}
 
}}

Revision as of 14:31, November 20, 2020

Learn how to see real-time information about visitors on your website. Skip to the visit journey map or the description of the icons.

Prerequisites

  • Configure the following permissions in Genesys Cloud:
    • Journey > Customer > View (to see information about existing customers)
    • Journey > Event > View (to see events on the customer journey map)
    • Journey > Outcome > View (to see outcomes achieved and scores for a visit)
    • Journey > Segment > View (to see matched segments for a visit)
    • Journey > Visit > View (to see live tracking information about visitors who are currently on your website)

See who is active on your website

The Live Now view shows who is active on your website. In Admin in Genesys Cloud, open the Live Now page.

Filter by segments

To see only visitors who belong to specific segments, in the Choose segments list select the segments you want.

Important
You can select active segments that display to agents. For more information about configuring these options, see Manage segments.
For more information on how to create and use segments, see About segments and Trigger an action map based on segment match.

Search for visitors

You can search for visitors by their:

  • Name
  • Browsing website
  • Location

For example, a search for "Atl" displays visitors from Atlanta. A search for "Ho" displays all visitors who are browsing the "Home Insurance" webpage and the visitors in the "Hot Prospect" segment.

Search is not case-sensitive.

Status

The status reflects the visitor's status on your website:

  • Green: The visitor is active on your website.
  • Yellow: The visitor has been inactive for 45 seconds. For example, the visitor minimized the browser window or is looking at a different site in a separate tab.
  • Grey: The visitor has been inactive for 60 seconds or longer.
Important
When a visitor arrives on your website, Genesys Predictive Engagement begins timing their presence. After 30 minutes of inactivity, Genesys Predictive Engagement automatically ends their session.

Refresh

Live Now refreshes itself every minute. To see more current information, click Refresh.

View visitor details

To see the details about a visitor, click the visitor's name. For more information about the types of details available, see Customer summary (admin view).

View the webpage the visitor is on

To see the webpage that the visitor is on currently, click the link under Browsing.
Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/Live_Now (2025-06-19 18:57:29)"
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