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Version: ChatLead

Forms in Chat: Technical Integration Guide

Overview
Forms in Chat is a powerful feature designed to capture visitor data in a structured and visually appealing manner during an active chat session. This tool enables operators to collect information effectively and display it within the web console as part of a lead form. Additionally, it serves various purposes, including:

  • Conducting surveys.
  • Booking appointments with date and time selection.
  • Enhancing user interactions with intuitive elements like date pickers, sliders, email/phone fields, and more.

Purpose
The primary purpose of Forms in Chat is to create a seamless and engaging experience for visitors. For instance, during a car-buying journey, visitors can easily fill out forms shared by operators, enabling smooth data capture.

How Forms in Chat Works​

1. Setting up a Form​

Forms are configured through the New Business Web (FCP) portal. Operators can access and manage forms created on this platform.

Steps to Configure a Form​

  1. Log in: Access the New Business Web at https://service11.carchat24.com/app.
  2. Navigate to Forms in Chat: Under the Configure section, click the "Forms in Chat" option to view, edit, add, or delete forms.
  3. Design the Form:
    • Use a drag-and-drop interface to add elements such as text boxes, date pickers, time pickers, sliders, image uploaders, checkboxes, and radio buttons.
    • Configure placeholders, labels, and other properties for each element.
    • For pre-chat data auto-population, ensure that form labels match the pre-chat data keys. This will auto-fill matching fields with pre-chat values as defaults.

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2. Operator Actions in the Web Console​

Once forms are configured, operators can interact with them through the Web Console:

  • Send Forms: Select and send a pre-configured form to the visitor during an active chat session.
  • Revoke Forms: Revoke the last sent form if needed.
  • Disable Text Input: Use a checkbox to disable the chat text box until the visitor completes and submits the form.
  • Preview Forms: View a dummy version of the selected form to verify its appearance and behavior.

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3. Visitor Interaction in the Chat Window​

When an operator sends a form:

  • The visitor sees the form rendered in the chat window.
  • The visitor can complete and submit the form directly within the chat.
  • Submitted data is displayed in the web console as a structured table and auto-populated into the lead form fields (e.g., phone, email).

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Key Features​

1. Pre-chat Data Auto-population​

  • Pre-chat data keys can be used to auto-populate matching form fields.
  • Ensure that form labels align with pre-chat keys for accurate auto-filling.

Steps to Enable Auto-population:

  • Navigate to Web Integration > Specific Chat Window Settings in https://service11.carchat24.com/.
  • Enable the "Enable PreChat Data Default Value" checkbox in settings.

2. Event Trigger on Form Submission​

  • When a visitor submits a form, an event is triggered with all captured data.
  • Enable the "Trigger Event on Chat Form Submission" checkbox in settings to activate this feature.

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Technical Notes​

  1. Platform Requirements:

    • Access to the New Business Web (FCP) portal for form configuration.
    • Web console access for operators to send and manage forms.

  2. Customization Options:

    • Wide range of form elements: text boxes, date/time pickers, sliders, image uploads, and more.
    • Label and placeholder customization for intuitive user experience.

  3. Integration Considerations:

    • Ensure that pre-chat keys are configured correctly to utilize auto-population features.
    • Forms are rendered dynamically based on operator selection during the chat.

For further assistance or advanced customization, please contact our support team.