User Metadata + documentation

[masonhensley]

Hello again, writing up info from discord convo with Alex.

Use case, Jane Smith has logged into my SASS app, I'd like to be able to pass in the following to the JSON snippet/metadata if possible... guessing this is on your roadmap if this would be possible - #107:

first_name: Jane
email: janesmith@acme.co
user_id: 'ff71ef5f-91c9-4971-9619-36dccdb5e055'
subscription_level: pro
team/group/workspace_name: Acme Co
team/group/workspace_id: '4e2aa643-2b92-4f03-8fb8-f5aefe799594
registration_date: 2020-08-12T19:42:22Z

Extra bonus:

• if current_page/ url was captured when the chat started.

Notes

• first name could feed into the bot saying "Hello Jane" if she opened the widget.
• email could be used for If customer email is available, send message to them via email if they are offline #107
• team/group/workspace & subscription_level could be used for email filtering as part of the emailing functionality
• registration_date could be used for filtering/cohort building as well.

User Story:

As a client success rep
I want to pre-identify users I'm chatting with
So that I do not have to ask them for baseline context of who they are