You can use the Pre-chat window to gather information from the visitor before a chat begins, for example, their name, email address, and so forth. This feature saves time and prevents agents from asking repetitive questions. You can also use the Pre-chat window for chat routing and allocation.
Custom fields can be created to collect any information you need with various input types available, from drop-down lists to simple text fields. You can also set a greeting message to tell your visitor more about your company.
Step by Step Instructions
Log in to the Cloudfon CX Panel.
In the left navigation bar, go to Omnichannel Widget> My Widget. Select a Widget 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.
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.
Click Options, you select Remember visitor info collected from pre-chat form.
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.