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Custom Chat Fields

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Published: Oct 20, 2021|Last updated: Nov 4, 2021

Admins set up Custom Chat Fields which enable you to record extra information about Chats.

Note


Read  Chat Fields and Labels for information about creating custom fields as an Admin.

Chat Fields can be applied as a mandatory User or Agent fields.

If a Custom Field is set up as requiring User Validation it means the fields will be added to the pre-chat form so Users will have to enter values for the field before they can initiate a Chat.

And if a Custom Field requires Agent Validation it will require an Agent to enter values for the field during or after the Chat.

In this example, Company and Urgency are custom fields:

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When you are on a Chat Ticket you will find the custom fields on the Chat tab within the Ticket Properties Pane.

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If you are required to enter a value for a field you will be able to click into the field and enter an answer.

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