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How to capture data from a person on chat widget

This article will help you to enable lead data capturing form on chat widget
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Mayank Banga
Updated 2 months ago
Helpwise Live chat widget provides you the feature to capture the data from the person on your website. You have to just turn the data capturing form on, by heading over the chat widget settings.

How do we enable this setting?
In order to enable this setting, please follow these steps:
  • Click on the "Interact" option in the Navbar
  • Select the chat widget for which you wish to enable the data capturing form.
  • Head over to the "Live chat widget customizations" section.
  • Click on the toggle button to turn on "Ask for details before starting the new conversation from a lead"
  • Click the save button at the bottom of this section



When this form will get triggered?
This lead data capturing form will be triggered whenever our system doesn't receive the information of the person from the script or when the person has not provided his/her data before. Once our system receives the data then it won't trigger the form to the same person.


For any questions, feel free to reach out to us at our chat support.
You can also schedule a demo call with us here – https://helpwise.io/demo 
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