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The Pre-Chat form is a handy feature that allows you to ask your customers for their email addresses, phone numbers, or the topic they are interested in before the conversation starts. It allows Agents to see already pre-populated issues and not lose service requests when no Agent is online.
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In that case, after clicking the New Conversation button in the Chat Widget, the user is presented with a form like this:
Only when the user fills in all non-optional fields and clicks Submit and continue, they can continue the conversation. The filled form is saved in the created issue's standard and custom fields.
To set up the Pre-Chat form:
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4. Add it to your Pre-Chat form.
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If you don’t know how to create a custom field, refer to Jira’s documentation. |
In order form to work correctly, make sure:
all fields added to the form are on the “Edit Issue” screen of the “Task” issue type. Please, go to Screens page of this project to configure the screen.
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