Proactive Greeting with Pre Chat Form

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Data ultimo post: 04 ott 2016

Hello,

We're looking into integrating chat on our current support system. I've noticed adding a Proactive Greeting is quite useful but apparently it seems to bypass the Pre-Chat Form where we actually require having with regards to ticket creation.

Hopefully there could be some way we could do this. Perhaps a tweak on the Proactive Greeting API?


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14 commenti

+1 

Seems like a no-brainer and should already be in place, but if y'all need another up-vote...please take mine ;-)

2


+1

Would love to use the proactive trigger if we can get some details up front.

2


Can we please get this any time soon?

2


I would also love to see the ability to offer the pre-chat form as part of the triggered proactive chats. I think Brad Harris' recommendation that is a few messages above would work great for us!

0


Hi!
I'm experiencing the same issue here.
I would suggest you to think about this option on the refered trigger. It was useful and better to identify the possible new costumer on the proactive chat.

0


Sarah Anscombe Currently, there are no changes made to allow the visitor to enter their name/email in a form after a proactive message has been sent to them. The best option currently is to have the trigger send a second message asking them for their name and the agent can then use it once they pick up the chat. 

-1


Could I ask if there has been any progress with this?
It would be helpful, even just to be able to engage with our customers by name.

Thanks

1


I changed our message to prompt customers to fill in name + email address but this would be a great new shiny thing for zendesk to implement for chat. fingers crossed!

1


The contacts we make using the proactive trigger "think" that we know who they are already. Having to ask for their name or email would be super helpful in expediting their requests. Would love to have the ability to require that on a proactive chat.

 

2


It would work best for us if there was a Trigger condition like "Visitor engaged widget - yes/no".

This way we could still use the proactive trigger but not let it interrupt the customer if they engaged the widget and began filling out the pre-chat form, best of both worlds.

Otherwise, our pre-chat form is pretty useless.

1


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