Set up the widget's pre-chat form

📍 Where to find it: Inboxes → (your Website inbox) → Settings → "Pre-chat form" tab

The pre-chat form asks the visitor for some information (name, email, etc.) before starting the chat, to better qualify your contacts.

How it works

You turn on the form and choose which fields to show, which are required, their label and their order (by drag and drop). You can also include your custom attributes. When a visitor opens the chat, they fill in this form before the first message, and the answers automatically feed the contact record.

Step by step

1. Inboxes → Settings of your "Website" inbox → "Pre-chat form" tab.
2. Turn on "Enable pre-chat form".
3. Write the message shown before the form.
4. In the table, check/uncheck the fields, make them required if needed, edit the label and the placeholder.
5. Reorder the fields by drag and drop to set the order.
6. Click "Update".

Good to know

• The "Pre-chat form" tab only appears for Website-type inboxes.
• Only ask for the essentials: too many fields discourage visitors.