Forms in the chat
With the forms in the widget chat you can request additional data from the client: e-mail, phone, name, position or any information in text form.
The forms help to automate part of the correspondence, receive input data before the support agent takes over the dialogue.
The form code can be added to any outgoing message — it can be inserted in triggers, regular agent response, macroses, using the API. You can send a form to the client from several fields or from one.
To create a form, use this constructor:
Parameters you can transmit:
- text — any text that will be printed before the form,
- form — service form identifier,
- name — field header,
- associate — variable into which the information entered in the field is added. List of possible variables:
- email — customer’s mail
- phone — client’s phone
- name — client’s name
- note — client’s note, any text
- position — Customer’s Position
- n — any number that will be used as the id of the custom ticket field
- required — the required field (if there isn’t any, then it’s not required). Accepts true/false values.
This is how the form will look in the widget:
And this is what this form looks like in text form:
1. Client Data Update
Operators often fill in customer data manually - for example, ask the client’s phone to send the information to order SMS, then wait for the answer, and after receiving it, go to the client’s card and enter the data manually. The process takes time!
To automate it and improve SLA performance, you can use forms. For example, create a template called «Request Phone», which will contain a form. An agent in two clicks sends a template with a uniform. When the client completes it, the data will be automatically uploaded to Youdesk client card. The client will receive a request to specify a phone number, enter it, and the system will automatically pull it into the client card.
2. Filling in custom fields
Custom fields — are great opportunities for automation, including in the context of forms. You can create custom field «age», «date of birth». Or, for example, the field «type of your question», and suggest the client to choose the topic of the question yourself, and then to adjust the priority or appointment of the agent depending on the selected topic.
When the client completes the form with custom fields, all the data entered will be automatically uploaded to the request card in Usedesk.
For example, to specify the client's city of residence, we used the following formula of the form:
20995 in the formula is the id of the custom ticket field:
This is how the field is configured in Usedesk:
And this is how the client sees it:
In the Greeting Message settings in the widget
In the agent’s message
In the macros
For this reason, the forms may not work if you insert them in the «Greeting» field in the settings of the «Chat» or «Feedback Form» block. In this case, you will be able to fill out the form only after sending a message to the chat. If you try to submit the form without prior notification, an error will appear: