Custom pre-chat text fields

9 Comentarios

  • Ramin Shokrizadeh

    Hi Conor,

    Thanks for your feedback and I hear you on more customisation options in the pre-chat form.

    There are some things you could do now to prevent your agents from asking the customer their order number and be more proactive.

    If you only care about the orders done during the visitor's current session, you can use the zopim.livechat.addTags API call to label the visitor with their order #. This will appear to your agents in the visitor list and in the chat panel when chatting with the customer.

    If you want the order information to be available to the agents if the customer comes back days later, you could use the zopim.livechat.setNotes or appendNotes with their order information.

    Using the JS APIs will require some development knowledge but it will be well worth it so you don't even need to ask the customer their order numbers.

    Cheers,

    Ramin

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  • Connor Jackson

    Hi Ramin,

    Thank you for your fast response.

    I personally do not have any JS knowledge what-so-ever, but I'm sure if it becomes that much of an issue I can find someone who can help me somewhere...

    Just wondering whether this could be a possibly planned feature for the future?

    Thanks

    Connor

    0
  • Ramin Shokrizadeh

    Hi Conor,

    There is no plans for this functionality to be added to Zopim this year. As for 2016, we are still discussing what we want to tackle. If this is something we decide to pursue, we will definitely let you know and offer you early access during the beta period.

    Cheers,

    Ramin

    -1
  • Connor Jackson

    Alright, thanks for all your help.

    I'll probably have someone take a look at the API functionality.

    Regards,

    Connor

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  • Crawford Philleo

    I'd like to request this feature as well.

    1
  • Kundenbetreuung

    Hey there, we'd need this feature as well. It would be great if you could work on that maybe during 2017?

    As of the moment, the pre chat form is really not very customizable. That is unfortunate for us and probably for a lot of other Zendesk Chat users as well.

    1
  • Jose Resendiz

    I must admit that this is ludicrous. To not have a customizable pre-chat form is disappointing. It seems so very basic to be able to ask for simple data up front before engaging a customer that may be specific to your business. Could you now have taken the time to do research on other chat platforms like BoldChat and at least try to emulate the best practices? It lacks efficiency. How does one not think of this when developing this channel? I'm no developer but really??

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  • Antonio Naddeo

    any news on this ?

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  • Ramin Shokrizadeh

    Hi Antonio,

    Custom pre-chat forms is not something we are actively working on in 2017. We are investing on building out the platform to support data collection from visitors without relying on forms and perhaps by using an automated bot that is integrated within the chat log. 

    Currently, you will need to collect custom information on your website separately and send the answers as tags or notes for the visitors using the Javascript APIs. You can learn more about the widget Javascript APIs here: api.zopim.com

    If you want custom fields embedded in the widget, some customers have done so using the Chat Web SDK to build a custom widget. It is available for customers on the Premium/Enterprise plan and you can get more info here: https://api.zopim.com/web-sdk

    -Ramin

     

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