...
Step by Step Instructions
...
(1)Log in to the Cloudfon CX Panel.
...
(2)In the left navigation bar, go to Omnichannel Widget> My Widget. Select a Widget from the My Widgetdrop-down list,
...
(3)Go to Web-chat.
...
(4)Go to the Pre-chat tab and turn on the Pre-chat toggle key to enable your Pre-chat window.
...
...
(5)Set the team name and define Greeting Message, and choose Display agent avatars if needed.
...
...
(6)Scroll down the page and set the Visible and Required fields for the pre-chat window. You can also add more fields to collect visitor data based on your business needs.
...
...
(7)Click Options, you select Remember visitor info collected from pre-chat form.
...
...
(8)Click Save.
Now you have successfully customized your pre-chat window. The new settings will take effect automatically and immediately. You can refresh your website and see how the settings work to your satisfaction.
...