Users & Access

Manage users from the Users area in the left menu of the admin area.

You can import users from Settings > Users > Import users. Only CSV files are supported. You can download an example CSV file here. In the example file, the first row is the header and the columns Height and Hair color are custom user fields added from Settings > Users > Custom fields.

You can search users by name, surname, email, and custom fields.

You can delete a user by opening the User edit box and then clicking Delete user. To delete multiple users at once, select the users you want to delete from the Users table and then click the top right Delete icon.

• When a user is deleted, all of their conversations and messages are automatically deleted permanently.
• The conversation attachments will be deleted permanently. If AWS S3 is enabled, also the AWS S3 files will be deleted.
• If a user of a deleted user come back to the website, a new user is automatically created.
• Visitors are automatically deleted every 24 hours.

You can merge two users into one directly from the user table. Select any two users, then click the Merge Users button at the top.

• When two users are merged, all their conversations are combined under the new user account.
• The system automatically identifies and merges relevant information from both users into the new account.

To display additional columns in the user table go to Settings > Admin > Users table additional columns and add the new columns. The value of each column is the slug of the user detail or extra user detail you want to display. The slug is lowercase and with spaces replaced by the char –. For example, the slug of the extra user detail “Date of birth” is “date-of-birth”.

Manage, create, and delete agents and admins from the Users area.

• Configure agents’ privileges and permissions from Settings > Admin > Agent privileges.
• It can create a supervisor from Settings > Admin > Supervisor. The Supervisor is a special agent with specific privileges, it must be an administrator. You can add multiple supervisors by adding comma separated admin IDs.
• To create an agent or ad admin, go to the users area and click the button Add user on the top right.
• Only agents and admins can log in the CHAT.devad.io admin area.
• When you activate the CHAT.devad.io plugin on WordPress, an admin account is automatically created using the same username and password as the currently logged-in user.

You can gather user details, such as their name and email, through various methods:

• With a pre-chat form using the registration form.
• With the Follow-up message.
• With the chatbot flows.

The registration form is a pre-chat form that requires the user to enter specific information before starting the chat. Use it to require users to provide certain information, such as their name and email, before starting a chat. You can configure the registration form in Settings > Users.

• You can use the registration form as a pre-chat form by limiting the information requested to the user to only the user’s email address or the user name, for example. To do that, set the Require registration option to Registration form and enable the required user fields under the Registration fields list.
• The log-in form is shown only if the email field is enabled.
• The password field is always shown when the user system is set to “WordPress”.
• You can automatically log in a user via URL parameters.
• If a user tries to register with an email that’s already registered, an OTP will be sent to allow them to log in. Keep in mind that in real-world use, duplicate registrations rarely occur since users remain logged in on the same device, it usually happens only during testing.

The OTP feature verifies a user’s email during registration by sending a one-time code to their email address. The user must enter this code in the registration form. Enable it from Settings > Users > Email verification, and customize the OTP email from Settings > Users > Email verification email. Note that the OTP is always sent — even if the feature is disabled — when a user tries to register with an email that’s already registered.

The login verification URL feature can be found under Settings > Users > Login verification URL in CHAT.devad.io. This feature allows CHAT.devad.io to authenticate an external login from an external source and automatically register and log in the user. CHAT.devad.io will send a request to the specified URL, appending the user’s email address and the password entered in the chat login form as URL parameters. The parameters are named email and password. Example: https://example.com/[email protected]&password=12345678. The expected response from the URL should be a JSON object like below:

{
    "first_name": "Jon",
    "last_name": "Dans",
    "email": "[email protected]",
    "profile_image": "https://chat.devad.io/user.svg",
    "department": null,
    "password": "",
    "details": {
        "location": [
            "Location",
            "New York, United States"
        ],
        "country_code": [
            "Country code",
            "America/New_York"
        ]
    }
}

The value first_name is required.

If a user forgets their password, they can click on the Forgot password button and an email containing a login link will be sent to their registered email address. Once the user clicks the link, they will be logged in automatically. You can customize the email sent to users from Settings > Users > Login link email. This feature is available only if Require registration is set to Registration and login form or Login form.

• New users are automatically displayed in the user table in real time.
• To view online users enable Settings > Users > Register all visitors.
• To receive the online user notification you have to enable Settings > Notifications > Online users notification, Settings > Miscellaneous > Pusher (if you are using the cloud version, this setting is automatically activated) and Settings > Users > Register all visitors (activated by default). The feature covers all user types, including visitors and leads. Notifications are only sent once per user within a 24-hour period.
• Agents and admins can set their status to online or offline from the bottom-left profile panel. If the option Settings > Notifications > Away mode is active, the offline status is activated automatically when the agent or admin has been inactive in the admin area for at least 10 minutes. Inactivity is defined as not performing any mouse clicks, movements, or key presses. The automatic offline status feature is not enabled on mobile devices. For this feature to work correctly, Pusher should be enabled.
• The users table use auto-pagination, which is limited to 100 results per scroll.