Pre-chat form: Prompt customers for information before chat
You can set up a pre-chat form that is displayed to customers after they click a chat button but before actually chatting with an agent. The pre-chat form is a component of the chat window associated with a chat button or chat invitation. The form can be customized. Customer input is added to the incoming chat.
What are best practices for pre-chat forms?
Use a pre-chat survey to collect information about customers to track customer history/experiences, and provide agents with more customer details. At a minimum, we recommend collecting Name, Email, and Initial Question.
This way, you can make agents more prepared for chats which decreases ASA, increases efficiency and therefore improves customer experience.