A Pre-Chat window is where your visitors need to enter their information before initiating a chat request. It helps agents to know more about visitors before accepting their chats. You can customize the pre-chat window according to your needs.
Follow the instructions below to enable and customize your pre-chat window.
Step by Step Instructions
Log in to the Cloudfon CX Panel.
In the left navigation bar, go to Live Chat > My Widget. Select a Chat Plan from the My Widgetdrop-down list,
Go to Web-chat.
Go to the Pre-chat tab and turn on the Pre-chat toggle key to enable your Pre-chat window.
Set the team name and define Greeting Message, and choose Display agent avatars if needed.
Set the Visible and Required fields for the pre-chat window.
Click Add Item，you can also add more fields to collect visitor data based on your business needs.
Click Options, you select Remember visitor info collected from pre-chat form, and you can select Place test label on the left of the input or above the input.
Click Save.
Click Live Preview button, you can view Preview.