Question
When customers are signed in on my website, I want the widget to identify and prefill the user's name and email address in my contact forms. How do I capture the user's name and email address automatically at the start of a conversation in my widget?
Answer
User identities can be passed onto the widget automatically no matter which widget you're using on your website. See the instructions below after verifying which widget you're using.
Web Widget
In messaging you use end-user authentication to pass your user's identities to the widget. This allows the widget to match that user with their previous conversations. For a complete explanation of this process, see the article: Authenticating end users in messaging for the Web Widget and mobile SDK.
Web Widget (Classic) and Chat-only Web Widget (Classic)
You can use the identify and prefill settings. For more information, see the developer documentation for the identify and prefill settings.
For complete instructions, see the article: Advanced customization of the Web Widget (Classic).