Where to start
Inboxes → Manage → Pre-chat form
For panel settings, sign in to the intended workspace with a role that has access to that section. Available tools depend on your plan and configured services.
Step 1
Enable the pre-chat form and choose the contact fields you need.
Step 2
Mark only necessary fields as required and give custom fields clear labels.
Step 3
Save, then start a new visitor session and confirm that the submitted details appear in the contact profile.
Check the result
Operators receive the requested details with the new conversation.
If something does not work
Phone verification requires a configured SMS service. Test the full code flow before making it part of your visitor journey.
Contact support