A pre-chat form is a short, customizable form that appears before a live chat starts. It helps you gather essential visitor details—such as name, email, phone number, and inquiry type—so your team can provide faster, more personalized support. With structured inputs and smart data collection, pre-chat forms ensure that every conversation begins with clarity, context, and purpose.
Ideal pre-chat forms are simple, smart, mobile-friendly, and context-driven
Only asks for essential details to keep the form quick and frictionless.
Adapts questions based on user type or selected category for relevant data.
Simple, modern layout that’s easy to scan and complete in seconds.
Pre-chat forms are important because they capture visitor details upfront, enabling faster responses, accurate routing, personalized support, and higher lead quality.
Pre-Chat Forms help teams capture precise information upfront, reducing guesswork and significantly improving response accuracy, resolution speed, and customer satisfaction rates.
Support Operations Manager
We reduced unnecessary chat loops by 36% after adding contextual fields
Product Support Supervisor
Misrouted chats dropped by 41% after enabling department-selection fields.
Head of Customer Care
Structured pre-chat inputs improved our first-response accuracy by 48% within weeks.
Service Quality Analyst
Pre-chat data boosted our agent efficiency by 33% across peak hours.
Customer Success Lead
Our team resolved queries 29% faster once visitors submitted complete details initially.
