> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.bitbybit.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# How to set up a pre-chat form in Chat Widget

> Ask anonymous visitors for their name, email, or phone number before they start chatting, so agents see a real name instead of a placeholder.

Use the **Pre-chat form** to ask visitors for their details before the chat opens. Agents then see the visitor's real name in Live Chat instead of a placeholder like **Customer 1234**.

The form only shows to anonymous visitors. Customers who are logged in to your store skip it.

## Prerequisites

* You can open [**bitChat > Chat Widget**](https://app.bitbybit.studio/bitchat/chat-widget).
* Your widget uses an on-site chat style. The pre-chat form isn't available for the **Redirect** style.

## Step 1: Open Pre-chat form

* Go to [**bitChat > Chat Widget**](https://app.bitbybit.studio/bitchat/chat-widget).
* Open **Widget**.
* Find **Pre-chat form**.

## Step 2: Turn on Pre-chat form

* Turn on the **Pre-chat form** switch.
* The field list appears. By default, **Full Name** and **Email Address** are **Required**, and **Phone Number** is **Off**.

<img src="https://mintcdn.com/asmaraku/QQHGe_cfFMScegq-/images/bitchat/pre-chat-form-settings-card.png?fit=max&auto=format&n=QQHGe_cfFMScegq-&q=85&s=9e198902a29ae9b3873aa7e30221bd88" alt="Pre-chat form card turned on, with Full Name and Email set to Required and Phone Number set to Optional" width="1732" height="836" data-path="images/bitchat/pre-chat-form-settings-card.png" />

## Step 3: Choose which fields to ask for

For each field, choose one option:

* **Required** — visitors must fill it in to start chatting.
* **Optional** — the field shows, but visitors can leave it empty.
* **Off** — the field isn't shown.

Available fields:

* **Full Name**
* **Email Address**
* **Phone Number**

⚠️ At least one field must be **Required** or **Optional**. If all fields are **Off**, you can't save.

⚠️ If no field is **Required**, visitors can start chatting without giving any details. You'll see a warning, but you can still save.

## Step 4: Reorder the fields (optional)

* Drag a field by its handle to change the order it appears in the form.

## Step 5: Save your changes

* Check the live preview to see the form as visitors will.
* Save the widget settings.

<img src="https://mintcdn.com/asmaraku/QQHGe_cfFMScegq-/images/bitchat/pre-chat-form-preview.png?fit=max&auto=format&n=QQHGe_cfFMScegq-&q=85&s=f67452308ef3cea604e6187d4d58b60d" alt="Pre-chat form shown in the chat widget, asking for name, email, and phone before the chat starts" width="980" height="1014" data-path="images/bitchat/pre-chat-form-preview.png" />

## What visitors see

When an anonymous visitor opens the widget, they see a **Before we start** form with the fields you turned on. After they click **Start chat**, the chat opens and their details are saved to the customer profile.

Returning visitors on the same browser session aren't asked again.

## Related articles

* [How visitor information is collected](/bitchat/how-visitor-information-is-collected)
* [Chat Widget overview](/bitchat/chat-widget-overview)
* [How to set up conversation starters in Chat Widget](/bitchat/how-to-set-up-conversation-starters-in-chat-widget)
