Get context before the conversation starts
Collect customer information before they start chatting. Know their name, email, and custom details upfront so you can resolve issues faster.
Faster resolutions with context
Stop asking the same questions. Collect information upfront.
Built-in fields ready to use
Pre-chat forms come with standard fields for collecting common information. Enable the ones you need and customize labels and placeholders.
- Full Name
Collect the visitor's name for personalized support
- Email Address
Get their email to follow up or send transcripts
- Phone Number
Collect phone numbers for callbacks or SMS
Field settings
Label
Your name
Required
Yes
Custom attribute types
Map custom attributes to pre-chat form fields for unlimited flexibility.
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
Field configuration
Why use pre-chat forms
Collect the right information to serve customers better.
Skip Repetitive Questions
Stop asking for name and email at the start of every conversation. Collect it once in the form.
Route to Right Team
Ask customers to select their issue type and automatically route to the relevant team.
Collect Order Numbers
For e-commerce support, collect order IDs upfront to pull up details instantly.
Qualify Leads
Collect company name, size, and requirements to qualify sales inquiries before chatting.
Build Contact Profiles
Information collected is automatically saved to contact profiles for future reference.
Faster Resolution
With 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.
Free for 15 days. No credit card needed.