To collect additional customers info from your set up custom pre-chat fields.
How many fields can be created?
How to create pre-chat fields?
To create additional fields apart from the name, email id and phone number, go to Manage >> Pre-chat form.
1. All the text labels have a character limit of 25 characters.
2. All the input fields have a character limit of 50 characters.
3. All the help text have a character limit of 50 characters.
1. Text Input:
a) To add a text input, click on 'Add field' and choose 'Text Input'.
b) In the resultant pop-up, set the name and choose the required validations and the provision to have help text and the field in the offline form and hit the 'Save' button.
The resultant chat widget for setting up the text input will appear like this:
2. Multiple Choice:
a) Multiple Choice field would allow you to create a field where the customer can choose an option out of multiple choices available in the pre-chat form.
b) Click on 'Add Field' and choose 'Multiple Choice' from the drop-down.
c) In the resultant pop-up, choose the field name, input the options, in case if you want to have an option marked by default you can do that too and set other validations required and hit 'Save' button.
The resultant chat widget will look like the below one:
3. Multiple Select Field:
a) Multiple Select Field allows you to choose multiple fields for the fieldset.
b) Click on 'Add field' and choose 'Multiple Select' from the field.
c) You can have the field name, multiple options and also have a limitation on how many options can be chosen and set the validations required.
d) The resultant pop-up will look like the one shown below:
a) Drop-down will allow you to choose the field from the drop-down list.
b) Click on 'Add Field' and choose 'Drop-down' from the drop-down menu.
c) You can set the field name and options along with validations and hit the 'Save' button.
The resultant chat widget will look like the one below:
How can agents view the pre-chat fields?