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How to Add a New Field in Pre-Chat Window

You can add new fields in the Pre-Chat window to collect the information you need from visitors.

Step by Step Instructions

  1. Log in to Comm100 Control Panel.
  2. In the left navigation bar, click the Live Chat tab.livechat tab-kbimage-001.png
  3. Click the Campaign drop-down menu, go to Pre-chat and turn on the Pre-chat toggle key.Pre-chat - kb-001.png
    Note: If you have multiple campaigns, please choose the campaign you are using from the campaign drop-down list.
  4. Scroll down the page to the Fields section and click Add a field.
    Add a field.png
  5. In the Add a field drawer, click Field name and New Field.
    Pre-chat New Field.png
  6. Enter the field name, select the appropriate Type, provide any other required information, and click Save.
  7. Configure the Visible or Required property as needed, then click OK
    Visible means that the field will be shown in the pre-chat window. Required means the visitors need to fill in this field.
    Add a Field - KB-001.png
  8. Click Save to save the changes.

After that, the new field will appear in the pre-chat window. Visitors must complete any required fields before starting a chat. The information they provide in the pre-chat window will then be displayed in the Custom Field section under the Info tab of the Agent Console.
Custom Field in Agent Console.png