Step 1: Install the Tracking Script
Navigate to Settings > Script to copy your personalized script
Add the script to your website's <head>
The script works on any website platform, including WordPress, Shopify, Wix, and custom-built sites
Step 2: Identify Your First Visitors
Once installed, our script begins identifying website visitors in real time
You don't need to take any additional action—visitor data automatically populates in your dashboard
Step 3: Explore Your Dashboard
Your dashboard is the command center for all visitor insights
See who's visiting your site, what pages they're viewing, and key details about each person or company
Use filters to narrow down visitors by criteria like company size or industry
Step 4: Set Up Slack Notifications
Go to the Settings > Slack section in your dashboard
Choose how you'd like to be alerted when high-value visitors arrive
Step 5: Connect Your CRM
Integrate your CRM (such as Salesforce or HubSpot) to sync visitor data with your sales pipeline
Integrations let you push leads directly to your CRM for faster follow-up
Go to Settings > Integrations section in your dashboard
Navigating the Dashboard
Contacts: Displays all identified visitors with detailed profiles
Accounts: Shows aggregated data for companies visiting your site
Settings: Adjust preferences, team access, and integrations