Visitor Intelligence
Identity settings
Control the identity behavior used by Visitor Intelligence
Identity settings define how supported signals are used to organize person and company context for the client
What this workspace includes
- Identity configuration
- Available enrichment behavior
- Client scope
- Relationship to visitor records
Complete workflow
- 1
Open Identity
Confirm the active client
- 2
Review the options
Understand the identity behavior shown
- 3
Set the desired configuration
Save the client setting
- 4
Verify future records
Review new activity as it arrives
How records and settings behave
- Identity results depend on available signals
- Settings apply to the current client
- Changes influence future intelligence processing
Working effectively
- Align identity use with client policy
- Review fields before using them operationally
- Revisit settings when tracking changes
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Identity settings?
Confirm the active client
When is my work saved?
Identity results depend on available signals
How do I confirm the result?
Return to the related list or detail view and review its current status. Changes influence future intelligence processing