Using Pre-Chat form

You can set up Pre-Chat form in order to collect additional contact information from your users. Pre-Chat form is a powerful tool which allows you to collect your customer name, email or phone number.

Enabling Pre-Chat form

To enable Pre-Chat form, login to your dashboard and go to settings > Pre-Chat from And select "Display Pre-Chat form". After you have enabled Pre-Chat form, new users will be required to fill selected fields before being able to send chat requests.

Name, email, phone fields

There are three fields which you can choose from to be displayed in Pre-Chat form. You can modify the placeholders and select to display or hide the field. Also you can choose to make field optional or required.

Pre-Chat form setup page