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CloudCX allows you to block unwanted visitors from accessing your chat service. Your chat buttons are invisible to banned visitors, and in the meantime, the banned visitors will not be displayed in the visitor list of the Agent Console. CloudCX supports banning visitors by Visitor Contact ID and by IP address.

Info

Agents can ban visitors both from the Agent Panel and from the Admin Console.  

  • From the Agent Panel, agents can ban a visitor in the visitor list or a visitor in chat.

  • From the Admin Console, agents can add visitor IDs or IPs to the banned list.

Table of Contents

Add

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Banned

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The Visitor ID is planted in the visitor’s browser cookie. If a visitor gets banned by Visitor ID, they cannot see the chat button on your website using the same browser. However, if this visitor switches to another browser, uses another machine, or clears the cookies in the browser they previously used to visit your website, they can see your chat button and initiate chat requests.

  1. Go to your system CloudCX installation domain, and log in with the admin account.

  2. From the left navigation menu, go to Omni WidgetSettings > Ban List > Banned Visitors.

  3. In the Banned Visitors tab, click + button.

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  1. In the Add Banned Visitor pop-up window, you can do the following:

  • Input the Visitor ID. The Visitor ID generated by the visitor in the system can be viewed on the Agent Panel > Web Chat > Chats > Info.

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  • (Optional) You can add a note for the banned visitor.

  • Click Save.

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The banned visitor has been added in the Banned Visitors list, you can edit or delete the visitor from the list.

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Add Banned IPs

If you ban an IP, all visitors using the same IP address cannot see your chat button. The system also provides the option for you to ban visitors through IP Range. However, you should be cautious about using this option as it may keep your live chat away from many other potential valuable clients.

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The banned IPs have been added in the Banned IPs list, you can edit or delete the IPs from the list.

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About ban a visitor by Contact ID, you can find more details from https://cloudfon.atlassian.net/wiki/spaces/CX/pages/340857059/6.1+Manage+Contacts#Block-and-Unblock-Contacts%EF%BC%88Coming-soon%EF%BC%89.