This page is about Chat for JSM Cloud. Using Server? Click the Server button above.
The Pre-Chat form is a handy feature that allows you to ask your customers for their email addresses, phone numbers, or 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.
To enable the Pre-Chat form:
1. Go to Project Settings > Chat Settings > Widget Functionality > Pre-Chat Form.
2. Create supported type custom field.
2. Associate created field to Edit Issue screen of [System] Service request issue type.
3. Find created field in the list of available.
4. Add it to your Pre-Chat form.
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.
you have re-added fields to your form if you modify the list of available components or you modify the set of available values for custom fields