Pre-Chat Form

• The Pre-Chat Form appears as the first thing users see on the chat widget after clicking the widget icon.
• Users must submit the Pre-Chat Form before they can start messaging on the chat widget.
• The form will help you get consent from new users on your terms and conditions or privacy policy before starting a chat.
• If the Retain Customer Chat History setting is enabled, the Pre-Chat Form will be shown to new anonymous users only once. Logged in users will be shown the form every time regardless of the setting.

Setting the Pre-Chat Form

• Go to the Pre-Chat Form tab in Settings of the Web channel.
• Turn on the Enable Pre-Chat Form toggle. You can now add the content to the form.

Header Image

• The Header Image appears at the top of the Pre-Chat Form.
  • Uploading an image is optional.
• The uploaded image should jpeg, jpg or png and its maximum size can be 8 MB.

Header

• The Header text appears just below the image (if added) or at the top of the form.
  • Entering the Header text is mandatory.
• It is always formatted as bold and is aligned horizontally to the center of the form.
• The maximum number of characters in the Header text is 100.

Sub-Header

• The Sub-Header text appears just below the Header.
  • Entering the Sub-Header text is optional.
• The maximum number of characters in the Sub-Header text is 1000.

Checkbox Text

• The Checkbox Text appears to the right of the checkbox located above the Global Button at the bottom of the form.
• It has 3 components:
  • Preliminary Text appears as the normal text at the beginning of the Checkbox Text.
    • The maximum number of characters in the Preliminary Text is 100.
  • Hyperlinked Text appears as the hyperlinked text formatted in blue at the end of the Checkbox Text.
    • The maximum number of characters in the Hyperlinked Text is 100.
  • URL for Hyperlinked Text is the link to which the users are redirected when they click on the Hyperlinked Text.
    • Entering the URL is optional.

Global Button Text

• The Global Button appears at the bottom of the Pre-Chat Form.
• Users cannot start messaging on the chat widget without clicking the Global Button.
• If the checkbox is not ticked, the Global Button remains in a disabled state.
• The maximum number of characters in the Global Button text is 100.