Manage visitor attributes for business rules

The Visitor Attributes tab of the Business Rules page displays all defined visitor attributes An attribute used to define a client customer. Visitor attributes are set up in the business rules.. From this tab, you can create and delete visitor attributes to use in business rules.

To open this tab, navigate to Administration > Program Management > Business Rules, and click the Visitor Attributes tab.

The table in the Visitor Attributes tab has the followings

columns, which are all editable.

Column Name	Description
Attribute Name	Name of the visitor attribute.
Mutually Exclusive	When this check box is selected, then the value assignments for this attribute are mutually exclusive. If a visitor already has a value assigned for the attribute and is then assigned another attribute with the same name, then the newer attribute value overwrites the previous attribute value.
External Customer ID	When this check box is selected, then this visitor attribute is actually and external customer ID, such as an email address, phone number, client customer ID, or Salesforce ID . Flagging these visitor attributes as external customer IDs has the following advantages: prevents aggregating these IDs as traditional visitor attributes and removes them from standard visitor attribute reporting. enables agents to view historical conversations with the same customer links customer data across multiple channels
Write to cookie	When this check box is selected, the visitor attribute is stored in a browser cookie.

Add a visitor attribute

In the Attribute Name column, enter its name.
In the Mutually Exclusive column, clear or select the check box, which is cleared by default.
In the External Customer ID column, clear or select the check box, which is cleared by default.
In the Write to cookie column, clear or select the check box, which is selected by default. It indicates whether the visitor attribute is stored in an HTTP cookie.