Integrating communication tools streamlines the visitor's next steps and optimize the user experience. They enable visitors to easily contact your communication channels or take additional actions within the open document.

Integrated communication tools will be shown in two different sections: communication popup box and sidebar of report viewer.

The communication popup is a message box that pops up on the last page of a document. If you want to deactivate the popup box, please refer to the Communication Setting page.

If you are using a report viewer style, the integrated communication tools will also show in the left sidebar. This way, visitors can reach out to you and your team without reading the whole document.

You can integrate basic contact information such as manager name, team, email address, and phone number. You can also customize communication buttons by integrating various tools via links.

This field is required. Please provide the name of the company and the manager. This information will be displayed in the communication popup.

Enter the email address you want visitors to use for contacting you. When clicked, it will open the default email system in a new window.

Enter the phone number you want visitors to call. When clicked, it will initiate a call to the provided number.

Specify the name and link of the communication tool you wish to integrate. You can integrate various communication tools that provide a sharable link like Zendesk, Calendly, or WhatsApp. When clicked, it will launch the service in a new window.

You can track visitors’ communication history in the Visitor list. If a visitor clicked on any communication buttons in the sidebar or communication popup, this action will be tracked and show next to the visitor’s name in the visitor list.