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User name display configuration

The name you display in Unblu for users is configurable. This article describes the various configuration options available to you.

Unblu UIs display users' names in a number of places:

  • It appears next to the user’s cursor in co-browsing sessions.

  • It’s used in chats to indicate who sent which messages.

  • It’s used in the Agent Desk to show who is logged in and to identify other users.

The personal information about users that is available to Unblu varies:

  • First, the available information will vary from one deployment to another. If you use LDAP to synchronize the details of registered users with Unblu, for example, the username may be something you don’t want displayed to your customers. You may also transmit different information to Unblu for different types of users, such as call center agents and relationship managers.

  • Second, the information available on an anonymous user will normally differ from the information Unblu has on registered users or authenticated visitors. In each case, you may simply want to display as much information as possible.

  • Finally, if you use bots in your conversations, it often makes little sense to provide Unblu with the same details for them as you would for a human. Bots needn’t necessarily have first and last names, for example.

Unblu allows you to take all these points into account when deciding how to display

Display name evaluation order

When determining which name to display for a person, Unblu first determines which information it should attempt to use as the name displayed. For each type of person—​agent, visitor, and bot--, there is a configuration property for you to define the order in which Unblu should look for a name:

The configuration properties are in the group "Person display name configuration" in the Account Configuration interface.

Each of the configuration properties listed above consists of a list of possible values to display as a user’s name. You can specify which options to take into consideration and change the evaluation order of the options. The name Unblu displays is the first element of the list that is evaluated and returns a value.

The available options are:

  • First last

  • Username

  • Identifier, a technical ID that Unblu automatically assigns each person

  • Static name, explained in the next section

  • First

  • Last

  • Last first

  • Nickname

  • Qualified static name, explained in the next section

Static name and qualified static name

For cases where you have no information on a user, or if you want to display the same name for all users of the same kind, you can define a static name with the following text properties:

The text properties can be localized, so you could display 'Advisor' in English and 'Berater' in German, for example.

The option "qualified static name" also uses the text from these properties, but you can add text and a qualifier to the display name. The format of the qualified static name is defined in the configuration property com.unblu.person.displayname.qualifiedStaticName.

The qualifier included in the qualified static name consists of 1—​23 characters of the person’s identifier. How many characters you want to display is defined in the configuration property com.unblu.person.displayname.qualifiedStaticNameQualifierLength. Qualified static names can include localized text as part of the name.

Examples

The table below shows the name that would be displayed for a user called Charlotte Williams with the username "cwi123456", the nickname "Charlie", and the identifier "V1at2LMsSkeEUe6TlheRpA". The configuration and text properties for static names and qualified static names are set as follows:

Table 1. Names displayed for Charlotte Williams by display option
Display name option Name displayed

First last

Charlotte Williams

Username

cwi123456

Identifier

V1at2LMsSkeEUe6TlheRpA

Static name

Advisor

First

Charlotte

Last

Williams

Last first

Williams Charlotte

Nickname

Charlie

Qualified static name

Advisor (V1at2)

See also

  • The article on the user synchronization tool includes a discussion of how to configure the mapping between user information from an external source the Unblu user model.

  • The section on users in the Account Configuration interface guide describes the fields available for users managed within Unblu.