How to Create a Pre-Chat Form?
Hi! Welcome to Hoory AI! In this user guide, we'll walk you through the process of creating a pre-chat form in your Hoory AI inbox.
What is a Pre-Chat Form?
Before we start, let's understand what a pre-chat form is:
A pre-chat form is a special form used to collect information about a contact or conversation just before initiating the conversation.
Creating a Pre-Chat Form
1. Accessing Pre-Chat Form Settings:
- Navigate to Settings → Inboxes.
- Click the Settings icon of the inbox where you want to create a pre-chat form.
- Then, click "Pre Chat Form" from the horizontal bar of tabs.
2. Enabling Pre-Chat Form:
- To create a pre-chat form, you need to enable this functionality.
- Select "Yes" from the dropdown, opening the list of pre-chat form fields.
3. Types of Fields:
There are two types of fields in the pre-chat form:
Standard Fields: Primary contact fields, including full name, email, and phone number.
Custom Fields: Fields created via custom attributes.
4. Admin Actions with Fields:
Admins can perform various actions with fields:
- Enable/disable fields
- Change field order
- Update label/placeholder
- Enable/disable validation
5. Fields Overview:
The fields shown in the table include:
- Key: Unique field identifier
- Type: Type of field (text, number, link, date, list, or a checkbox)
- Required: Is the field required or not?
- Label: The label displayed to the visitor on the widget
- Placeholder: The placeholder value
6. Form Appearance:
- Once the pre-chat form is enabled and someone starts a conversation, it will display a form with the configured fields.
That's it. Easy as that.
Wrapping up, as you learn the fundamentals, remember there's so much more to explore with Hoory AI. The journey doesn't end here—keep experimenting, learning, and innovating with your AI assistant to unlock its full potential.