> ## 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 visitor information is collected

> Understand the ways bitChat collects visitor details from the chat widget, and how a temporary visitor profile is created and updated

When customers start a conversation through the **Chat Widget (Floating widget & Sidebar panel)**, they don't need to share their details first. **bitChat automatically creates a temporary visitor profile**, then updates it as soon as their details are collected.

## What happens when a visitor starts a chat

* When a visitor opens the chat widget and sends their first message, **bitChat automatically creates a temporary customer profile**.

  <img src="https://mintcdn.com/asmaraku/fCfppKrM9XhXXOBO/images/image-33.png?fit=max&auto=format&n=fCfppKrM9XhXXOBO&q=85&s=4877a21e242f66ad32621e9b1b5366ca" alt="Image" title="Image" style={{ width:"94%" }} width="2279" height="708" data-path="images/image-33.png" />
* If no name is provided yet, the system assigns a default name using the following format: **Customer + random number**
* This profile allows the conversation to be tracked in bitChat Live Chat.

## Ways to collect visitor details

You can use one, two, or all three options. Each one fills in the same customer profile.

| | Pre-chat form | AI Collect Data skill | Human handover |
| - | - | - | - |
| When it asks | Before the chat starts | During the chat with the AI agent | When the visitor asks for a human agent |
| Who asks | The chat widget | The AI agent | The chat widget |
| What you need to turn on | **Pre-chat form** in Chat Widget settings | **Collect Data** skill in AI Studio | Nothing, it's automatic |

### Pre-chat form

* If the **Pre-chat form** is on, anonymous visitors fill in basic details before the chat opens: **Name**, **Email**, and/or **Phone**, depending on the fields you turned on.
* These details are saved to the customer profile right away, so agents see the visitor's real name in bitChat Live Chat.
* Customers who are logged in to your store skip the form.
* If the form is off, visitors can start chatting immediately without entering any details.
* To turn it on, see [How to set up a pre-chat form in Chat Widget](/bitchat/how-to-set-up-a-pre-chat-form-in-chat-widget).

### AI Collect Data skill

* Customer information can be collected automatically by the AI agent if the **Collect Data skill is enabled** in AI Studio.
* Use this to collect more details during the conversation, including any the pre-chat form didn't ask for.

  <img src="https://mintcdn.com/asmaraku/fCfppKrM9XhXXOBO/images/image-37.png?fit=max&auto=format&n=fCfppKrM9XhXXOBO&q=85&s=cd561ac2481d9d42ba18c793badc6824" alt="Image" title="Image" style={{ width:"92%" }} width="1504" height="340" data-path="images/image-37.png" />
* When this skill is active, the AI may ask visitors for details such as: Name, Email address, and Phone number.

  <img src="https://mintcdn.com/asmaraku/fCfppKrM9XhXXOBO/images/image-35.png?fit=max&auto=format&n=fCfppKrM9XhXXOBO&q=85&s=bb6d291bdb1c0536ef67510a1723f635" alt="Image" title="Image" style={{ width:"91%" }} width="1426" height="917" data-path="images/image-35.png" />
* Once the visitor provides the information, the AI Agent will update the customer profile automatically.

### Human handover

* If the visitor **requests to talk to a human agent** and their information has not yet been collected, the system will prompt the visitor to **provide their details before the conversation is transferred**.

  <img src="https://mintcdn.com/asmaraku/fCfppKrM9XhXXOBO/images/image-39.png?fit=max&auto=format&n=fCfppKrM9XhXXOBO&q=85&s=0c918f08d9b0bef4a54b298e2b5d7aa9" alt="Image" title="Image" style={{ width:"51%" }} width="686" height="960" data-path="images/image-39.png" />
* The visitor will be asked to enter: Name, Email address, and Phone number
* After submitting the information, the conversation will be **handed over to a human agent**.

## What happens after details are collected

Once the visitor provides their information, the temporary profile is updated. For example:

* Before information is collected: **Customer 1234**
* After information is collected: **John Doe**

The updated customer information is visible in bitChat Live Chat.

## Related

* [How to set up a pre-chat form in Chat Widget](/bitchat/how-to-set-up-a-pre-chat-form-in-chat-widget)


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