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Identifying Users

Link conversations to your users and provide context to your support team.

When users are identified, their information appears in your Heyo dashboard, making it easier for your support team to provide personalized help.

Why identify users?

  • See who you're talking to - Names and emails appear in the Dashboard
  • Track user history - All conversations are linked to the same user
  • Provide better support - Your team has context about the user

Basic identification

Call identify() with the user's information (works with both HTML script and JS SDK):

userId
string required
Your internal user ID. Must be unique per user.
email
string
User's email address.
name
string
User's display name.
HEYO.identify({
    email: '[email protected]',
    name: 'John Doe',
    userId: '12345',
});

What can you send?

The main identification fields are:

HEYO.identify({
    email: '[email protected]',
    name: 'Sarah Wilson',
    userId: 'user_789',
});
Looking for more customization? Check out Tags and Custom Fields to learn how to add metadata like user plan, subscription status, and custom properties.

Real-World Examples

After user logs in:

// When your authentication completes
auth.onLogin((user) => {
    HEYO.identify({
        email: user.email,
        name: user.displayName,
        userId: user.id,
    });
});
Privacy Note: Only userId is required to actually identify users. You can pass any internal ID you want, as long as it's unique per user.

That's it! Your support team will now see user information right in the chat, making conversations more personal and efficient.