Is there a pre chat form for live agent?

Is there a pre chat form for live agent?

Live Agent has an optional Pre-Chat form that can be provided for the chat customer to fill out prior to the start of the chat. The methods available are documented as the Pre-Chat API in the Live Agent Developer’s Guide. The Pre-Chat API can be used to search for or create records automatically when a chat customer submits the Pre-Chat form.

Where can I find the pre chat form?

The Pre-Chat form can be placed in a Visualforce page and accessed via a Force.com Site or you can place it in a non Salesforce website. Before the Pre-Chat form can be used you must specify its location in the Chat Button customization.

How to create pre chat form in Salesforce LIVE agent?

To gather more information, if required, you can customize the pre-chat form using a VisualForce page. You can create custom fields in the Standard Live Agent object, which can then be mapped using the pre-chat form and will be visible to the agent on the hover pop-up during the incoming chat. The format to map custom fields is:

How can I use the pre chat API?

Use the Pre-Chat API to search for or create customer records automatically when a customer completes a pre-chat form. Use the Pre-Chat API to access custom details from the Deployment API and incorporate them into pre-chat. Test and preview how pre-chat forms can work for your agents and customers.

How to create custom fields in live agent?

You can create custom fields in the Standard Live Agent object, which can then be mapped using the pre-chat form and will be visible to the agent on the hover pop-up during the incoming chat. The format to map custom fields is: name=”liveagent.pre chat:.

What can you do with a pre chat form?

Use pre-chat forms in to collect information from visitors and customize their pre-chat experience. A pre-chat form can gather information, such as a customer’s name, email address, and reason for contacting customer support.

What should be included in a pre chat form?

A pre-chat form can gather information, such as a customer’s name, email address, and reason for contacting customer support. This information can help direct chat requests more efficiently and reduce the time agents spend collecting the information themselves.

How to create custom field in live chat?

To do that you need to actually create a corresponding custom field on the Live Chat Transcript and use the save input, e.g., . Note that you can use hidden inputs for the custom details.

Why do I need a pre chat form?

To initiate text-only live chat, a pre-chat form is a useful feature. A pre-chat form is used to gather basic information from customers, like name, email, phone number, and reason for contacting the agent — all of which will help in redirecting the customer to the right agent in minimal time.

How to create case from live agent chat automatically?

It makes the chat agent very diffcult to use. Without creating a case you can’t track the number of chat sessions reps take. We also would like to have a Case created automatically when a Live Support ends, unless there is a Case added to the Transcript. There may be a case where someone uses Live Support to check on an existing case.

How to create a case record in live chat?

Here is sample javascript that listens for a new chat session to start and creates a new Case record, populating the Case record with the Chat Key. The LiveChatTranscript record will have the ChatKey populated on it but the CaseId will be blank (in this scenario).

How to automatically associate chat transcript to case and account?

We would like to automatically populate the account and case lookups on the chat transcript based on what the agent is doing/looking at. We already have APEX code that executes when agents view an account and when they create a new case, so we can add additional code that performs the association.

How to save a visitor’s name in live agent?

Believe there should Prechat API such as ‘liveagent.prechat.setname:VisitorName’ and ‘liveagent.prechat.save:VisitorName’ Liveagent Prechat API’s to setname the name of the visitor to a chat window / LiveAgent Console ‘Visitor’ field and ‘Save’ it to Live Agent Transscript VisitorName lookup field.

Can you replace visitor’s name in pre chat form?

We have Visitor’s Name in pre chat form but once the chat starts, in the chat window client’s name doesn’t show up, Client is named as Visitor. Can anyone share the code to replace Visitor by his/her name that we acquired in pre chat form.

How to create a live chat on LiveAgent?

In Chats & Contact Forms you can let your visitors select a department they woul… The Settings section found under Configuration > Chat > Settings lets you Live chat (https://www.liveagent.com/features/real-time-chat/) has the ability t… How to show a ‘pre-chat’ form before a chat is initiated?

How to use live chat on your website?

Live chat (https://www.liveagent.com/features/real-time-chat/) has the ability t… How to show a ‘pre-chat’ form before a chat is initiated? Many customers ask us how they can request customer name or email before custome… Engage your website visitors by inviting them to live chat with your agents.