Pre Chat Form

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.

  1. Standard fields: These are the primary contact fields. E.g., Email, Phone number, and Full name.
  2. 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.
  1. Enable/disable fields
  2. Change the order of fields
  3. Update label/placeholder
  4. 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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