Widget and chat

Configure the pre-chat form

Collect only the visitor details agents need before a chat begins and verify the form on the live widget.

Ask only what helps

Choose fields that let the team recognise and answer the visitor. Extra required questions increase friction and can collect information the ticket does not need.

Set clear labels

Use plain field names and make required choices obvious. The visitor should understand why an email address or name helps the support conversation.

Run a private test

Submit the form with invented details, then check the ticket and customer context. Remove the test record if the workspace does not need it.