Pre-chat Form

Pre-chat Form is a short form shown before a live chat begins, collecting basic details like name, email, or inquiry type. It helps qualify leads, route chats to the right agents, and ensures faster, more personalized support.
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Definition

A pre-chat form is a short form displayed to website visitors before they initiate a live chat conversation, typically used to collect basic information like name, email, and the nature of their inquiry.

Why It Matters

Chatway’s customizable pre-chat forms are essential for lead qualification and efficient chat routing. By collecting information upfront, agents can provide more personalized support and prioritize urgent inquiries.

Real-Life Use Cases

Before starting a chat, a visitor is prompted to fill out a pre-chat form asking for their name, email, and department they wish to speak with (Sales or Support). This helps the business qualify the lead and route the chat to the correct team.

FAQs

What is a live chat pre-survey form?

A live chat pre-survey form is a short questionnaire that appears before a chat starts, collecting basic visitor information like name, email, and the reason for their inquiry.

How can I collect information before a chat starts?

You can collect information before a chat starts by configuring a customizable pre-chat form in Chatway, asking relevant questions to qualify the visitor.

Can I customize the pre-chat form fields in Chatway?

Yes, Chatway offers flexible customization options for your pre-chat form, allowing you to add, remove, and reorder fields as needed.

Why is a pre-chat form useful for live chat lead qualification?

A pre-chat form helps with lead qualification by gathering essential contact details and understanding the visitor’s needs upfront, allowing agents to prioritize and prepare.