Pre-chat survey

Pre-chat survey

The pre-chat survey is a great way to start your chat smoothly. It allows you to collect key visitor information before the chat begins, so you can give relevant, personalised service right away.

Your pre-chat survey can be customised to include only the fields you need. These fields can then be used to inform chat routing. For example, you can request info such as:

• Name – To give friendly support

• Desired department – To route the visitor to the right team

• Company – To generate leads or recognise customers

• Email – To help identify and verify

• Order / ticket number – To resolve queries quickly

• Language – To ask the customer which language they wish to chat in

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