For appointment bookings, we need to gather various details from the client. It would be good if there could be a form inserted into the chat, mid chat, not just pre-chat, once the client has decided they would like to book in.
It could also be used for identifying existing clients more effectively mid chat.
We don’t want to use pre-chat forms as it reduces our number of chats.
Thanks
Hi @ELLA, @LEOHDZ, we already have this feature available in the Shortcuts!
Create a Shortcut and click on Elements to add a form.
Hope this helps! Let me know if that’s what you were looking for?
Hi Kristaps I was referring more to a way of requesting the visitor’s name and email, but not in the form of a pre-chat, rather as part of the conversation, and the data would be saved automatically, since it has been proven that pre-chat significantly reduces initiated chats
@LEOHDZ Shortcuts can be used by agents or AI during a conversation.
This is exactly what you described.
What are we missing?
I don’t mean a shortcut I mean like Apollo ask for visitor name and email and saves it on contacts like prechat
But to have a more modern feel where the visitors can dive into the conversation and collect their details later on inside the chat,
Unfortunately no it isn’t
@LEOHDZ you can train Apollo to use Shortcuts using the AI question field and suggested messages.
You might be asking for a way to extract customer details and map them to custom fields from the chat transcript, or the ability to link single form fields to questions, such as “What’s your name?” [____________] ?
I would like to not have a pre chat form, and that apollo asks for name and email and automaticly create a entry on contacts with the visitor name and visitor email. on the contacts dashboard.
I know I can disable the pre chat, but then I would have to input the name and email of a visitors manually since apollo can’t save it on contacts
@kristaps The lead capture form would work for us, if it was customizable, but I don’t believe it is.
If so, can you please consider this a feature request? Thanks
for us as well would be enough
Indeed, we are working to make it customizable!
you guys are awsome!
That’s awesome news, please keep us updated when it becomes available. Thanks heaps
This would be great! Any update on if this was made available?
Hi @licjn ,
Thanks so much for following up — we really appreciate your continued interest in this feature! While there’s no exact ETA yet, our team is aware of the request, and we’re hopeful it will be included in a future update.
Your feedback is extremely valuable in helping us prioritize new improvements, so thank you once again for taking the time to share your thoughts and check in with us!
