Pre-Chat Forms

Collect customer information before the chat begins. Customize fields to gather name, email, phone, and any custom data.

Faster resolutions with context

Stop asking the same questions. Collect information upfront.

Collect any information you need

Don't be limited by standard fields. Create custom attributes and map them to your pre-chat form. Collect order numbers, account IDs, product names, or any other information.

• 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

Set up in minutes

Enable your pre-chat form, select the fields you want, customize labels and placeholders, and you're ready to go. No coding required.

• 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

Why use pre-chat forms

Collect the right information to serve customers better.

Skip Repetitive QuestionsStop asking for name and email at the start of every conversation. Collect it once in the form.

Route to Right TeamAsk customers to select their issue type and automatically route to the relevant team.

Collect Order NumbersFor e-commerce support, collect order IDs upfront to pull up details instantly.

Collect company name, size, and requirements to qualify sales inquiries before chatting.

Build Contact ProfilesInformation collected is automatically saved to contact profiles for future reference.

Faster ResolutionWith context already available, agents can jump straight to solving the problem.

Get context before conversations start

Stop asking the same questions repeatedly. Collect customer information upfront with pre-chat forms.