Identify Users in Admin Portal

Learn how to use Neocom's identifier service to consolidate Neocom Advisor interactions and user data.

If you work with a developer to add the Neocom identifier service on your website, you can share them a link to this guide.

The Neocom Admin Portal can leverage the data you have about a user to generate more insightful information by combining it with zero party data from Neocom Advisors under a single user record.

How it works

When a user logs into your website or when valuable data is gathered while browsing, user data  can be sent to Neocom for integration with the conversation data from the Neocom Advisor. This allows you to continuously gather and analyze more insights about the user over time.

Integration

To use this feature, make sure to include the global embed code with your personal client_id in the header of your page (which is preferably added on all pages). 

Add the global embed code

<script src="https://production.neocomapp.com/neocom.js?id=$YOUR_CLIENT_ID"></script>

This global script creates a Neocom object with an identify method that can be used to add any data that you have on the user.

Identifying Users

With the identify method, you can identify and save properties for a user. The method requires the userID as the first parameter, followed by an optional object with a dictionary of custom properties as the second parameter.

You can include any extra properties you find relevant. These customized properties are useful for monitoring specific information about users. Neocom understands various data types used for the properties, such as numbers, booleans, and dates.

Neocom has the following special properties with additional validation requirements:

Property name Requirement

userID

Required.

Between 2 and 255 characters long

first_name

Between 2 and 50 characters long

last_name

Between 2 and 50 characters long

email

Should be a valid email address

JavaScript example

<script>
  (function () {
    function i() {
    window.Neocom.identify("$USER_ID_HERE", {
        "first_name": "Sarah",
        "last_name": "Smith",
        "email": "sarah.smith@example.com",
      "$CUSTOM_ATTRIBUTE1_HERE": "My Custom Data",
      "$CUSTOM_ATTRIBUTE2_HERE": "My Custom Data",
      });
    }
    window.Neocom ? i() : window.addEventListener("neocomloaded", i);
  })();
</script>

Data Privacy

For detailed information on how Neocom handles data privacy and removal requests, please refer to our Data Privacy Policy. To request the removal of your personal data, please reach out to support@neocom.ai