Reading the Engaged Visitors Table
Last updated: August 11, 2026
Use the Engaged Visitors table to review visitor-level activity for the selected Marketing Agent and date range.
The table appears below the dashboard metric cards on the Marketing Agent Dashboard.
Open the Table
Log in to app.docketai.com.
Click Marketing Agent Dashboard in the left sidebar.
Select the Marketing Agent you want to review.
Choose the date range.
Scroll to the Engaged Visitors table.
If no visitors match the selected agent, date range, or filters, the dashboard shows an empty state.
Table Columns
The live dashboard table includes these columns:
Column | What to Use It For |
|---|---|
Engaged Visitors | Identify the visitor or visitor grouping shown by the dashboard. |
Conversations | Review conversation activity associated with the visitor. |
Inferred Company | Review the company inferred for the visitor when available. |
Location | Review visitor location when available. |
Last Interaction | See when the visitor most recently interacted with the agent. |
Qualification Status | Review the visitor's qualification state when available. |
Use these columns together. For example, a recent interaction with multiple conversations and a qualified status may deserve faster follow-up than an older, low-context visit.
Search and Filter
Use Search when you need to find a specific visitor or company quickly.
Use Filter when you want to narrow the table before reviewing or exporting data. Check filters whenever the table looks unexpectedly empty.
Exporting Visitor Data
Use Export when you need to move dashboard data into another reporting or review workflow.
Before exporting, confirm:
The correct agent is selected.
The date range is correct.
Any filters are intentional.
The table contains the visitor set you expect.
Common Review Workflow
Start with the metric cards to understand overall activity.
Open the Engaged Visitors table.
Sort or review by Last Interaction if you are looking for recent activity.
Review Qualification Status for prioritization.
Use Search or Filter to narrow the visitor list.
Export only after the view reflects the data you need.