clickmax-visitors

Use when the user asks about site visitors, traffic sources, channels or campaigns that brought visits/leads, the visitor conversion funnel, what is happening on the site right now, or what a contact

SKILL.md

GitHub

When this applies

Use this skill for questions about the tracked visitors of the user pages (Contatos → Visitantes): traffic volume, channels and campaigns, conversion of visitors into contacts, the event funnel, live activity, and the browsing a contact did before being identified.

Not this skill:

  • contact/lead records and their custom fields -> clickmax-leads
  • funnel structure (pages, nodes, checkout) -> clickmax-funnels
  • custom Insights dashboards and widgets -> clickmax-insights-dashboards

Key assumptions

  • A visitor is a browser/device, not a person: one contact can have several visitors (phone + desktop).
  • Two attribution models live on the screens, and the answer must name the one it uses:
    • visitors_list, visitors_get and visitors_lead_journey use the channel of the visitor FIRST session (first click — "what brought this person").
    • visitors_analytics origin breakdowns and visitors_attribution count each SESSION toward the channel it arrived through.
  • "Contact generated" = the visitor has an identity link to a contact; conversionRate = contacts / visitors.
  • visitors_attribution rows are channel + campaign PAIRS: the same utm_campaign on Google and Facebook are two rows — never add them as one campaign.
  • Funnel steps count distinct visitors who reached that step OR a later one in the period; the order of events is not enforced.
  • Periods default to the last 30 days and are capped at 180 days.
  • Ad click IDs (clickIds: fbclid = Meta, gclid/gbraid/wbraid = Google, ttclid = TikTok, msclkid = Microsoft) are shown for checking against the ad manager; they do not change the channel classification.

Thought process

  1. Decide the question type: volume/breakdown (analytics), campaign ranking (attribution), drop-off (funnel), right now (live), one visitor (get) or one contact (lead journey).
  2. Resolve the period and project before calling; ask only if the user gave none and the default 30 days would mislead.
  3. For one contact, resolve the leadId with the leads tools first.

Execute guide

  • Use mcp__plugin_clickmax_clickmax__visitors_analytics for totals, daily series and breakdowns by channel, UTM, referrer, landing page, project, pages/funnels/forms, geography and device. Pass timeZone when the user asks about hours or weekdays.
  • Use mcp__plugin_clickmax_clickmax__visitors_attribution for "which campaign/channel brought the most leads"; read hasMoreCampaigns before saying the list is complete.
  • Use mcp__plugin_clickmax_clickmax__visitors_conversion_funnel for drop-off between page view, form view, form submit, checkout start and approved purchase; pass channel to compare channels.
  • Use mcp__plugin_clickmax_clickmax__visitors_live_events to check whether tracking is receiving events now; an empty result means no actions in the last 24 hours.
  • Use mcp__plugin_clickmax_clickmax__visitors_lead_journey for "what did this contact do before converting"; mention when a link is not confirmed (linkType other than form_submit/checkout).
  • Use mcp__plugin_clickmax_clickmax__visitors_list + mcp__plugin_clickmax_clickmax__visitors_get only to inspect specific visitors; never page the list to compute totals.
  • Before calling any list complete, read its cut flags: hasMoreCampaigns, hasMoreVisitors, hasMoreSessions, hasMoreEvents, hasMorePages.

Report

  • Lead with the number that answers the question, then the period and the attribution model used.
  • For campaigns, show channel + campaign together and the conversion with its definition.
  • For the funnel, show each step with the visitors and the drop from the previous step.
  • For a contact journey, show origin first, then the sessions before identification with the pages viewed.

Warnings

  • Do not mix numbers from the first-click screens with the per-visit breakdowns without saying so.
  • Do not present a click ID as proof of paid traffic: Meta also adds fbclid to organic post clicks.
  • Visitor data only exists for pages with tracking active; zero visitors may mean tracking is not installed.

Anti-patterns

  • Summing the same campaign across channels.
  • Paging visitors_list to count visitors.
  • Calling a visitor "the contact" when the link is probabilistic.

Clickmax skill revision: 30bc1243c2ed