How to route visitors to operators based on the Clearbit info?

How to route visitors to operators based on the Clearbit info?

You can route the visitors to your operators based on the Clearbit values.

  1. Navigate to Settings > Automation > Visitor routing, click Add which you can find in the top right corner of the window.
  2. Specify a name for the routing rule.
  3. Map the rule to a website on which it has to be activated.
  4. In the Choose a condition drop-down, choose Clearbit company.
  5. Choose a pre-defined condition for the same.
  6. Then, choose routing option in the How would you like to route the visitors to your operators? section.
  7. Click on the (+) symbol to add operators.
  8. Finally, click Save.

    • Related Articles

    • How to route visitors to operators based on the Clearbit info?

      You can route the visitors to your operators based on the Clearbit values. Navigate to Settings > Automation > Visitor routing, click Add which you can find in the top right corner of the window. Specify a name for the rule. Choose a website on which ...
    • How to route visitor chats to operators based on the Clearbit info?

      You can route the website visitors to your operators based on the Clearbit values. Navigate to Settings -> Automation -> Chat Routing, click Add which you can find in the top right corner of the window. Specify a name for the rule. Choose a website ...
    • How to route visitor chats to operators based on the Clearbit info?

      You can route the website visitors to your operators based on the Clearbit values. Navigate to Settings > Automation > Chat Routing, click Add which you can find in the top right corner of the window. Specify a name for the rule. Choose a website in ...
    • How to route visitor chats to operators based on the Clearbit info?

      You can route the website visitors to your operators based on the Clearbit values. Navigate to Settings > Automation > Chat Routing, click Add which you can find in the top right corner of the window. Specify a name for the rule. Choose a website in ...
    • How to prioritize visitors based on the Clearbit info?

      You can prioritize and filter the website visitors based on the Clearbit company information in the visitor tracking screen. In the Visitors Online tab, click Customize, which you can find in the top right corner of the window. Select and click on ...