Information Collected on Zendesk Pre-Chat Form
What information can I collect using the Zendesk pre-chat form?
The Zendesk pre-chat form allows you to collect essential information from your customers before a chat session begins. This feature is available with the Web widget (Classic) and includes five customizable elements.
You can gather a greeting message, customer identity (name and email), phone number, department selection, and a message describing the customer's issue. Each of these fields can be customized to suit your needs, and you can choose to make some fields required to ensure you collect the necessary information.
More related questions
How can I customize the greeting on the Zendesk pre-chat form?
You can customize the greeting on the Zendesk pre-chat form to provide instructions or a welcome note. The greeting message appears at the top of the form and is a great way to set the tone for the interaction. To edit the greeting, navigate to the…
How do I enable social login on the Zendesk pre-chat form?
Enabling social login on the Zendesk pre-chat form allows customers to log in using their Facebook or Google accounts. This can streamline the process for users and provide you with verified identity information. To enable this feature, go to the…
Can I require a phone number on the Zendesk pre-chat form?
Yes, you can require customers to provide a phone number on the Zendesk pre-chat form. This can be useful for follow-up communication or verification purposes. To make the phone number a required field, go to the Admin Center, select Chat, and…
How can I customize the department field on the Zendesk pre-chat form?
Customizing the department field on the Zendesk pre-chat form allows you to direct customers to the appropriate team or department. If you have departments set up in Chat, this field will automatically appear on the form. To customize the…
Is it possible to add custom fields to the Zendesk pre-chat form?
While it's not natively possible to add custom fields to the Zendesk pre-chat form, you can consider building a custom widget using the Web SDK. This allows you to add additional fields and render their values using a custom-built chat app….
Can I prefill fields on the Zendesk pre-chat form?
Yes, you can prefill fields on the Zendesk pre-chat form using the Zendesk Widget API. This feature allows you to set default values for fields like name and email, making it easier for customers to start a chat. To prefill fields, use the Identify…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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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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