Pre-Chat Forms
Last updated: September 9, 2026
Pre-Chat Forms collect information from the visitor before the chat begins. This way, your agents know immediately who they are talking to.
Activate Form
- Go to Settings → Widgets → [Your Widget]
- Enable "Pre-Chat Form"
Configure Fields
You can add the following field types:
| Field Type | Description | Example |
|---|---|---|
| text | Free text input | Name, Company |
| Email validation | Email Address |
For each field, configure:
- Name: Technical field name (e.g.,
name,email,company) - Label: Displayed text (e.g., "Your Name", "Email Address")
- Required: Required field yes/no
Recommended Configuration
Minimal Variant:
- Email (Required) — enables tracking and contact assignment
Standard Variant:
- Name (Required)
- Email (Required)
Advanced Variant:
- Name (Required)
- Email (Required)
- Company (Optional)
Data Usage
The collected data is:
- Assigned to the Visitor Profile (Metadata)
- If an email is provided, a Contact is automatically created or linked
- Visible in the Chat History for the agent
Privacy Notice
If you use Pre-Chat Forms, ensure that your privacy policy covers the data collection. You can store a link to the privacy policy under "Privacy Policy URL", which will be displayed in the widget.