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How to enable and customize the Pre-Chat window

A Pre-Chat window is 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 in to the Comm100 Control Panel.
  2. In the left navigation bar, go to the Live Chat tab.
    livechat tab-kbimage-001.png
  3. In the Campaign drop-down menu, select a campaign.
  4. Go to the Pre-chat tab and turn on the Pre-chat toggle key to enable your Pre-chat windowkb-prechat-001.png

    Note: If you have multiple campaigns, you need to first choose the one you are using.
  5. Set the Title and define Greeting Message, and choose social login options if you need them.prechat-kb-002.png

    Note: If you want to set up the Window Title, you must use the Popup Chat Window type.
  6. 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.Pre-chat - kb-003.png
  7. Click Save.

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 satisfaction.