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Pre-Chat Form

Start with context.
Skip the repetition.

Collect the few details your team needs before a conversation begins. A short form helps people reach the right person without unnecessary back-and-forth.

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● ● ●Pre-Chat Form↗
Workspace settingsConfigure your experience
Active
Team permissionsAccess follows responsibility
Widget configurationConsistent with your brand
AvailabilityYour schedule, clearly shared
CHATTRON WORKSPACE · ILLUSTRATIVE INTERFACE
Chat experience & engagement

Thoughtful tools.
A better daily experience.

01 /

Essential information

Ask for useful details such as a name, contact preference, or inquiry topic.

02 /

Purposeful routing

Use the selected topic to direct the conversation toward sales, billing, or support.

03 /

A considerate start

Explain why information is requested and keep unnecessary sensitive details out of the form.

IN THE EVERYDAY MOMENTS

A practical difference.
A more useful conversation.

Collect the few details your team needs before a conversation begins. A short form helps people reach the right person without unnecessary back-and-forth.

Connect this capability with your team’s existing service approach. Decide who owns the next step, keep the customer informed, and review the experience together as your operation grows.

AN EXAMPLE IN PRACTICE

A visitor selects Technical Support and provides an order reference, giving the first agent a useful starting point.

Good support moves the conversation forward. ↗
A SIMPLE START

Make it part of your workflow.

01 /

Choose essential fields

Begin with a clear purpose and the information your team needs.

02 /

Explain their purpose

Choose settings and responsibilities that fit the way your business operates.

03 /

Test the visitor experience

Review the experience with a realistic example before expanding your setup.

YOUR QUESTIONS, ANSWERED

A little more clarity.

Who is pre-chat form for?

It is intended for teams that want a more organized customer experience. Start with the use case described above and confirm the plan and configuration that fit your workflow.

How does it work with the rest of Chattron?

Use this capability alongside your shared inbox, team ownership, and customer context. The goal is a connected experience rather than another isolated tool.

Can we see the experience before getting started?

Try the demonstration chat on this site and explore the interface previews. Contact the team to discuss the configuration and production capabilities your business requires.

BETTER TOGETHER

Keep the connection going.

01 /

AI Chatbot

Give visitors a useful answer the moment they ask. Automate familiar questions while your people focus on conversations that need judgment, empathy, and expertise.

Explore →
02 /

Mobile App

Stay close to your customers when you are away from your main workspace. A focused mobile experience keeps the important conversations within reach.

Explore →
03 /

Live Chat

Meet customers on your website when a question could become a reason to leave. Keep the conversation personal, organized, and easy to continue.

Explore →
YOUR NEXT CUSTOMER STARTS HERE

Every great connection
begins with hello.

Make your next conversation a reason to choose you.

Start Your Free Trial →14 days. No credit card required.