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Step-by-Step Instructions
（1）Log in to the Cloudfon CX Panel.
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Go to your system
CloudCX installation domain, and log in with the admin account.From the left navigation
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menu, go to Omni Widget > My Widget. Select a Widget from the My Widget
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drop-down list
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Note: If you have multiple widgets, you need to first choose the one you are using.
（3）Go to Web-chat.
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Go to Web Chat > Pre-Chat.
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In the Pre-Chat page, you can do the following:
Turn on the Pre-chat toggle key to enable
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the Pre-chat window.
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You can choose to use pre-chat form or trigger a flow.
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（5）If
When you
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choose Use pre-chat form,
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you can do the following:
Set display the team
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name and
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（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.
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agent avatar on the Pre-chat window header.
Set visible and required fields. For the custom fields, you can find more details from https://cloudfon.atlassian.net/wiki/spaces/CX/pages/edit-v2/49250356#Add-Customize-Fields.
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(Optional) Check the box to enable the system to remember visitor info collected from pre-chat form.
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When you
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choose Trigger a flow,
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you can do the following:
Select a flow from the drop-down list. When a visitor clicks on your chat button to start a chat, the flow automates basic actions, including collecting visitor info, qualifying leads, routing visitors, and more.
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For More settings about Flow, please refer to Flows Setup.
（9）Select your Flow from the drop-down list.
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About flow settings, you can find more details fromhttps://cloudfon.atlassian.net/wiki/spaces/CX/pages/58261530/4.1+Task+Bot+Setup.
(Optional) Turn on the Enable input area toggle key to enable input area when a visitor chat with flow.
Note: By default, the visitor input area inside the chat window is turned off for the flow. If you want to allow visitors to send content to the flow, you can enable it.
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Click Save.
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(Optional) Click Live Preview button to preview.
Now you have successfully customized your pre-chat window. The new settings will take effect automatically and immediately. You can
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click Live Preview to see how the settings work to your satisfaction.
Add Customize Fields
You can add custom fields to collect visitor data based on your business needs.
Step-by-Step Instructions
Click + Add a field.
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In the New Field drawer, you can do the following:
Input a field name. The field name will display within the platform, will not display to visitors.
Select a type for the new field, the type including Text box, Text area, Radio button, Checkbox, Dropdown list, Checkbox list.
Click Save.
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After creating a new field, you will enter Add a Pre-Chat field page. In the Add a Pre-Chat field page, you can do the following:
Select an existing field or create a new field in the Field Name.
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Input a display name in the Display Name.
Turn on the toggle keys to enable the Visible and Required.
Click Save.
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(Optional) Click Edit to enter the New Field drawer to edit the field.
(Optional) Click Edit to enter the Fields list to edit or delete the field.
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The fields created by the system can not be modified and delete.
The custom field has been added, you can drag and drop the custom field to reorder it.
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