Pre Chat Forms
Collect customer information before they start chatting. Know their name, email, and custom details upfront so you can resolve issues faster.
Everything you need, built in
Faster resolutions with context
Stop asking the same questions. Collect information upfront.
Why use pre-chat forms
Collect the right information to serve customers better.
Qualify Leads
Collect company name, size, and requirements to qualify sales inquiries before chatting.
Pre Chat Forms highlights
Full NameCollect the visitor's name for personalized support
Email AddressGet their email to follow up or send transcripts
Phone NumberCollect phone numbers for callbacks or SMS
Create custom attributes for any data you need
Map attributes to pre-chat form fields
Support for multiple field types
Data automatically saved to contact profile
Enable or disable individual fields
Customize labels and placeholder text
Set fields as required or optional
Drag and drop to reorder fields
Enable validation for data accuracy
Ready to try Pre Chat Forms?
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