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Manual · Chapter 13 · Part C Channels

Signed-in visitors

Purpose

On public pages, the chat is anonymous. In a customer portal, behind a login, your website knows who is asking. dAI Pro can use this knowledge: the chat addresses the visitor by name, and tools may use bound details such as the customer number, for instance for "When will my order arrive?" or "How many points do I have?". The chat never guesses who someone is. It only believes what your website tells it in verified form.

What changes in the chat

  • The greeting can contain the name: "Hello{name}!" becomes "Hello Mrs Beispiel!"; without a login, the placeholder is dropped.
  • Tools (Chapter 10) can bind parameters to the identity. A tool "Next maintenance appointment" gets the customer number from the token, never from the visitor's input. Nobody can make up someone else's customer number.
  • The details from the token are available to the language model as facts. So put in only what the chat is allowed to know.

Frequently asked questions

The chat still greets without a name. Check whether the website passes the token and whether the secret is the same on both sides. An expired token is ignored.

Is this secure? The token is signed; without the secret it cannot be forged. It lives for at most 24 hours. The secret stays on your server; only the token is in the browser.

What happens on sign-out? Without a token, the visitor is anonymous again. The conversation history in the browser remains until the window is closed.

See also