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How to enable and customize the Pre-Chat window?

March 8th, 2016 | Settings & Customizations

Pre-Chat window is a window where your visitors need to enter their information before initiating a chat request. It helps agents to know more about visitors before accepting their chats. You can customize the pre-chat window according to your needs.

By default, the pre-chat window is disabled. Follow the instructions below to enable and customize your pre-chat window.

Step by Step Instructions

  1. Log into your Comm100 account;
  2. Click Campaign from the left menu list;
    Customize Live Chat
  3. Go to the Pre-Chat tab and choose Enable to enable your Pre-chat window;

    Note: If you have multiple campaigns, you need to first choose the one you are using.

    Live Chat Pre-Chat Customization
  4. Set the Team Name, if enable the display of Agent Avatars, define Greeting Message, and choose social login options;
    Window Title, Greeting Message and Social Login on Pre-Chat Window

    Note: If you want to set up the Window Title, you must use the Popup Chat Window type.

  5. Scroll down the page and set the Visible and Required fields for the pre-chat window. You can also add more fields to collect visitor data based on your business needs;
    Set Fields Shown on Pre-Chat Window
  6. Click Save Changes to save all the settings.

Now you have successfully customized your pre-chat window. The new settings will take effect automatically and immediately. You can refresh your website and see how the settings work to your satisfactions.

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