Pre-Chat Form Mandatory?

2 Kommentare

  • Devan - Community Manager
    Zendesk Community Team

    Hello Kyle B,

    So if you are looking to ensure customers are submitting the information you want before chats, the easiest way to do this would be via the widget settings. You can require customers to enter information, like name, phone number, or a question, by enabling the pre-chat form.

    To enable the pre-chat form

    1. From the dashboard, select Settings Widget.
    2. Click Forms at the top of the page.
    3. Next to Pre-Chat Form, click On.
    4. Select the information you want end users to enter before they can start a chat, like in the example below:

    Otherwise, your other option would be to change your trigger message to ask for the email right away.

    Best regards. 

  • Kyle B

    Thanks for the suggestion, Devan. That is already setup and working correctly. I was hoping there would be some way to force the customer to enter their information before routing their chat to an agent. It doesn't look like I'm able to do this, however. Oh well, thanks again.


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