Ask for details before the chat starts

Before you start

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A widget you have already created
The details you need before a chat starts: name, email, phone or company
The permission “Manage website chat”

Open the widget and find Pre-chat form

Open Integrations → Website chat, press Edit on the widget and scroll to Pre-chat form. Each widget has its own form. The AI chat on your card has a separate one.

Take me there/integrations/website-chat

Switch it on and title it

Turn on the switch in the header of the Pre-chat form panel. The first time, TapBrig adds Name (required) and Email. Set a Form title. Visitors see "Before we chat" until you change it.

Pre-chat form card in the widget editor with built-in and custom fields

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Pins 2 and 3 and 4 are on the same screen.

Choose the fields

Under Built-in fields, switch Name, Email, Phone and Company on or off, and tick Required for the ones visitors must fill in. Under Custom fields, press Add field and type your question. Drag a question to reorder it. Every question needs a label.

Save your changes

Press Save changes in the bar at the bottom. You don't need to paste the snippet again: the widget picks up the form when a page loads.

What happens to the details

Visitors fill in the form once per browser, before the chat opens. Their button reads Start chatting.
The phone box has a country picker, so numbers are saved with their country code.
Each submission becomes a contact with the source Website pre-chat. If you already have a contact with the same email or phone, the chat joins that contact and it is not changed.
Answers to your own questions are saved on the contact's Submission tab, each under its question.
If your contact list is full, the chat still opens but no contact is created.

If it doesn't work

What you see	What to do
"Every question needs a label."	Fill in or remove the blank question. A form can't be saved with a blank label, even while it is switched off.
"Please fill in the highlighted fields."	Complete the highlighted rows, then save again.
"Please fill the required fields."	A visitor sees this when they skip a field you marked Required.
"Couldn't submit — please try again."	A visitor sees this when the form did not send. Ask them to try again.
The form never appears	Check the switch is on and at least one field is on. A form with no fields is skipped.

Colours, position and the TapBrig badge
Contacts and leads — follow up the people who fill it in
The AI chat on your card — the card has its own pre-chat form

Something here wrong or missing? Tell us — we write these from the app itself, so a gap is a bug.