Clomni

Ask for name, email and phone before the chat

Last updated: 26 September 2026 · 4 min read

The pre chat form asks visitors for details such as their name, email and phone before they write. The answers are saved on the contact card. This form exists only in website live chat.

Steps

  1. 1

    Open the form tab

    In Settings › Workspace settings › Inboxes, open the live chat channel's settings and go to the “Pre Chat Form” tab.

  2. 2

    Turn the form on

    In the “Enable pre chat form” field, choose “Yes”. In the “Pre chat message” field, write the text shown with the form.

  3. 3

    Choose the fields

    In the “Pre chat form fields” table, tick the fields to show. For each field you can change its “Label” and “Placeholder” text and make it “Required”.

  4. 4

    Save

    Click “Update Pre Chat Form Settings”. Open the widget on your website and check the form.