Understand visitor message submission
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
The embedded visitor interface posts messages to the public chat endpoint.
Where to goTracked website → Visitor chat
Before you start
- Verify the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide helps you do
The embedded visitor interface posts messages to the public chat endpoint. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Follow these steps
- Go to Tracked website → Visitor chat.
- Select the record or action required for understand visitor message submission.
- Complete the displayed fields and choices described in this guide.
- Save, submit, approve or confirm the action as shown on screen.
- Refresh the relevant list, record or report and verify the expected result.
Fields and options
WorkspaceTracked website → Visitor chat
ActionThe embedded visitor interface posts messages to the public chat endpoint.
Rules and limits
- Only controls rendered by the supplied module are documented; hidden AJAX helpers are mapped to their visible parent workflow.
- Core CRM record permissions and module permissions are both enforced where the code checks them.
Check it worked
- The understand visitor message submission action completes without a validation or permission error.
- The affected record, stock balance, response, session or style reflects the saved state.
- Audit, notification, report or portal evidence appears only where the module code creates it.
Security, privacy and operational checks
- Use a controlled test record before applying changes to live inventory, recipients, visitor tracking or global styling.
- Grant only the minimum module and core CRM capabilities needed for the task.
Related guides
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