Before you start
Make sure you are working in the correct workspace and have permission for the task. Review the current configuration before making a change so you can recognize its effect.
This guide describes the intended production workflow. The downloadable website demonstrates the public interface; account, billing, and workspace controls require a connected service.
Prepare the right starting point
Open the visitor monitoring view in your workspace.
Complete the task thoughtfully
Review the visible page activity and choose the visitor context relevant to a support request.
Verify the result
Use the information for purposeful assistance and follow your organization’s privacy and consent practices.
Final checks
Confirm that the result matches your intention and that the visitor or teammate affected by the change still has a clear next step. If something is unexpected, review the inputs and contact support with a concise explanation.