In Customerly we have three different way to let you recognize to whom you are communicating with.
We call them Visitors, Leads and Users.
Visitors are considered all the people that visit your website without having any interaction with the Live Chat widget.
Leads are people that start a conversation through the Live Chat. Every email you collect thanks to the live chat is a Lead.
You can connect your Facebook Ads to Customerly to collect leads and start a Funnel thanks to Zapier.
Users are people registered on your platform with a user id, email, and data. To authenticate automatically users into the live chat to let Customerly recognize them as users you need to follow this tutorial.
