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Maximizing the pre-chat form

Grace Maxon
  • Edited
Customer Success

Zendesk From Home is a video series created by our Customer Success team to share best practices in an interactive, human, and bite-sized way. Click here to submit your idea for a topic we should cover next!

Pre-chat forms are a great way to better your customer and agent experience. Learn more about maximizing your pre-chat form and its benefits in this video! 

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2 Comments

  • Melanie Maury

    Hello, is this something also available with Messaging?

    0
  • Taylor Bowser
    Zendesk Customer Care

    Hi @...

    Thanks for reaching out! 

    If you have Messaging enabled, the pre-chat form is not available for use as mentioned here. 

    If you are using Zendesk messaging, the pre-chat form isn't currently available for use. For more information, see this article under No user authentication: Requirements, recommendations, and limitations.

    As a workaround, create a custom conversation flow using Flow Builder to automate your messages and collect the information of your visitor before sending them to an agent.

     

    Hope this helps!

    0

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