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How to customize the Pre-Chat window?

  • Author: Anna - Comm100
  • Create Time: 06/08/2010 01:36:43
  • Last Update Time: 24/03/2013 14:31:58


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

Step by Step Instructions:

Step 1: Log into your site account; 

Step 2: Click Customize from the left main menu;

If you have multiple code plans, please click Customize Code Plans from the main menu.

Step 3: Go to the Pre-Chat tab and select Enable to enable the pre-chat window. After that, visitors will be asked to fill out a form before they can request a chat;

Note: If you have multiple code plans, please choose the one you use and click Edit to go to the Pre-chat tab.


Step 4: Set Window Title and define the pre-chat window Greeting Message in the built-in HTML editor;

Step 5: Scroll down the page and set the Visible and Required fields for the pre-chat window according to your needs;

Step 6. Click OK to save all the settings. 

Now you have successfully modified your live chat buttons. The new settings takes effect automatically and immediately. You can go to your website and see how the settings work to your satisfactions. 

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2 piece(s) of feedback were found. 1 were marked helpful.
Kelly   01/07/2011 15:48:13  
[Comment Only]   Feature suggestion: it would be great if "location" was also an option to appear in pre-chat window form, possibly under "name".
AbdulBasit Makrani   09/04/2011 04:41:50  
[Helpful]   <p>This article was really helpful.</p><p>Thank you</p><p>AbdulBasit Makrani</p>