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Use a Pre-chat form to collect visitor details before a conversation starts. Logged-in customers skip the form, and the feature is not available for the Redirect style.
1

Open Pre-chat form settings

Go to bitChat > Chat Widget, open Widget, then find Pre-chat form.
2

Turn on the form

Turn on Pre-chat form. By default, Full Name and Email Address are required, while Phone Number is off.Pre-chat form with name, email, and phone settings
3

Choose the fields

Set each field to Required, Optional, or Off.
  • Required: The visitor must complete the field.
  • Optional: The field appears but can be left empty.
  • Off: The field is hidden.
At least one field must be Required or Optional. If none are required, visitors can continue without entering details.
4

Reorder the fields

Optionally, drag a field by its handle to change its position in the form.
5

Preview and save

Check the preview, then save the widget settings.Pre-chat form shown before a visitor starts chatting
After the visitor clicks Start chat, their details are saved to the customer profile. Returning visitors in the same browser session are not asked again.