Pre Chat Form
The Pre-chat form in the website's live chat allows collection of contact/conversation information, including standard and custom fields, with customizable options for field management and validation.
Collect the contact/conversation information through a form
Pre chat form is used to collect information about contact/conversation before initiating a conversation. The pre-chat form is available only in the website's live chat.
There are two types of fields that come under the pre-chat form.
Standard fields: These are the primary contact fields. E.g., Email, Phone number, and Full name.
Custom fields: These are the fields that are created via contact attributes
All the fields would be displayed under the pre-chat form settings by default. The admin will be able to do the following.
Enable/disable fields
Change the order of fields
Update label/placeholder
Enable/Disable validation
The fields shown in the table are described below.
| Field Name | Description |
|---|---|
Key | Field unique identifier |
Type | Type of the field (Text, List, Number, Date, Link, Boolean) |
Required | Is the field required or not |
Label | The label that will be displayed to the visitor on the widget |
Placeholder | The placeholder value |
Once the pre-chat form is enabled, it will show a form like the one below when someone starts a conversation.
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