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About the Pre-Chat Survey

Role: 

The Pre-chat survey allows you to collect visitor information prior to chatting. It is recommended for use in service/support scenarios, since visitors already expect to provide initial information in order to have their issue resolved.

Some sample Pre-chat surveys questions are:

  • Name
  • Email Address
  • User/Account ID
  • Order Number or Ticket Number

Where do I set this up?

Surveys are created within each campaign.

  • While customizing your chat engagement, click Edit to modify the chat window and surveys.
  • Click each tab to edit the surveys.
  • Click New survey. You can edit the questions either by clicking the text or by adding a new question.

Related Articles: 

About the Post-Chat Survey

What is, why and when to use

Surveys: Know your visitors

How to use surveys to collect valuable information from your visitors.

About the Agent Survey

Agent survey is great opportunity to discover meaningful, in-depth information about your conversations.