View Visitors Without a Client Profile

Sometimes a person chats with the bot in a messenger or on the website but does not yet have a client card in the system. Without Contacts mode shows such visitors in a separate list — for viewing and search only, without broadcasts or bulk actions.

When It Will Be Useful

  • You need to find someone who contacted the bot but is not yet a client in the database.
  • You want to view visitor data or the last steps in the bot scenario.
  • You need to find a visitor's Chat ID for further support work.

What's Important to Know

  • Without Contacts — a mode for viewing visitors without a client profile. The tooltip next to the checkbox explains that only viewing and search are available — broadcasts and the Actions menu are disabled.
  • In this mode, the left filter panel and Actions menu are hidden.
  • Search works by Chat ID only.

Before You Start

  • You are logged in with operator rights or higher.
  • You have navigated to the Clients module via Menu -> Clients.

Step-by-Step Instructions

  1. In the upper part of the Clients module, find the Without Contacts checkbox.
  2. Hover over the checkbox to read the tooltip about this mode.
  3. Enable Without Contacts — the table switches to the visitor list.
  4. Review the table columns:
    • ID — record identifier;
    • Chat ID — chat identifier in the channel;
    • Channel — messenger or widget the visitor used;
    • Bot ID — bot (process) the visitor talked to;
    • Created at — record creation date;
    • JSON data — button to view stored visitor data;
    • Last Steps — Show recent steps button to view the last steps in the bot scenario.
  5. To find a specific visitor, enter a Chat ID in the Search field and press Enter.
  6. To view stored data, click the view button in the JSON data column.
  7. To see where the visitor stopped in the bot, click Show recent steps in the Last Steps column.
  8. To return to the standard client list, disable Without Contacts.

What Happens After

The table shows visitors without a client profile. Broadcasts, the Actions menu, and the left filter panel are unavailable — only viewing, Chat ID search, and viewing data or bot steps.

How to Verify Everything Worked

  • Confirm that Without Contacts is enabled and the table shows visitor columns (Chat ID, Channel, etc.).
  • Check that the left filter panel and Actions menu are not displayed.
  • Try searching by a known Chat ID — the matching record should appear in the table.