Resolve chatbot session identity
Connect anonymous chat sessions to known CRM contacts.
Prerequisites
- Chatbot embed installed
- At least one chat session recorded
Steps
- Open Chat transcripts in your Pam Pod
- Review sessions with email or company hints from the visitor
- Use CRM matching rules or manual linking when identity is confirmed
- Verify the contact record shows chat activity in timeline
Identity resolution respects Pam Pod boundaries. Anonymous sessions remain anonymous until a match is confirmed.
Expected result
Known contacts show linked chat sessions and intent signals in CRM context.
If something goes wrong
If matching fails, confirm the visitor email matches an existing contact or import the prospect first.