Setup, version and access
Activate runtime version 1.4.0, assign capabilities and understand the source-header version discrepancy.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand Visitor Intelligence & Live Engagement
Learn the live monitor, logs, snippet, settings, chat and voice workflows.
Understand the runtime version 1.4.0
Use the runtime constant as the functional version; the source comment still says 1.0.0.
Check CRM requirements
Confirm CRM 2.3.* and modern browser support.
Activate Visitor Intelligence
Run activation and verify data tables and menu entries.
Use the Visitor Intelligence menu
Locate Live Monitor, Visitor Logs, Tracking Snippet and Settings.
Understand Visitor Intelligence capabilities
View controls access; Create and Edit are both labelled Manage Settings; Delete Data is registered.
Assign View Visitor Intelligence
Grant access to live data, logs and engagement tools.
Assign settings management
Grant Create or Edit only to staff responsible for tracking settings.
Understand the Delete Data capability limitation
The capability is registered, but the supplied controller exposes no visible delete-data action.
Understand the default site key
The installed default is a97d1331a473a5903bbdfe6d3c5fdc8f.
Understand the default collection endpoint
The installed endpoint is /visitor_intelligence/visitor_collect/collect.