Collect Visitor Info Without Pre-Chat Form in Zendesk
How can I collect visitor information without a pre-chat form in Zendesk?
To collect visitor information without a pre-chat form, you can use Zendesk's bot builder to create a custom conversation flow. This allows you to automate messages and gather necessary details before transferring the chat to an agent.
In the bot builder, use the 'Transfer to agent' step to add ticket fields, prompting users to enter their information like name and email. This method ensures you still collect essential visitor data even if the pre-chat form isn't available.
More related questions
Why isn't my pre-chat form showing up in Zendesk?
If your pre-chat form isn't showing up, it might be because there isn't an agent online for live chat. Make sure an agent is available to receive chats. If you're using Zendesk messaging, note that the pre-chat form feature isn't supported. As a…
Can I use the pre-chat form with Zendesk messaging?
Unfortunately, the pre-chat form isn't available when using Zendesk messaging. If you need to use the pre-chat form, you will have to disable Zendesk messaging. However, you can still collect visitor information by creating a custom conversation…
What should I do if my pre-chat form isn't working in Zendesk?
If your pre-chat form isn't working, first check if there is an agent online for live chat, as the form requires an available agent. If you're using Zendesk messaging, the pre-chat form won't be available. Consider creating a custom conversation…
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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