Ask visitors for the information your team needs before a conversation begins.
- Open Settings → Forms → Pre-chat form and select the intended group where available.
- Enable the form. Add name, email or another supported field.
- Give each data field a unique key and a clear customer-facing label. Follow the editor restrictions on reserved keys.
- Mark only essential fields as required. Add the answer options for selection fields and arrange the field order.
- Save and test an empty submission, an invalid email, and a completed form in a new visitor session.
¶ Check the result and solve problems
Duplicate or reserved field keys can prevent saving. Keep the form short and avoid collecting passwords or payment details. After a valid submission, confirm the conversation starts and the expected customer information is available to the agent.
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