Follow these steps
Use the workspace and website that you intend to configure.
- Review a conversation before interpreting the associated lead or company record.
- Collect the visitor’s details with the consent and purpose shown in the messenger.
- Keep the visitor’s stated goal and original messages available to the person following up.
- Check any company context before using it to make a decision or contacting someone.
What to check
A website session alone is not proof of a person’s identity.