View the Webchat pre-chat form data
Check what a visitor filled in on the Webchat pre-chat form, right from the contact sidebar.
When you set up a pre-chat form on your Webchat widget, the visitor fills in a few fields before the conversation is created. That information is available to the agent in the contact sidebar, so you don't need to ask again.
Where to find it
- Open a conversation that came in through Webchat.
- In the right-hand contact sidebar, look for the Pre-chat information section.
- There you'll see the free-text fields the visitor filled in before writing, and the Department they picked if your Webchat has that option configured.
Example
Your pre-chat form asks for "Reason for contact" and a department picker ("Sales" / "Support"). A visitor fills in "I want a quote for 50 licenses" and picks "Sales". The agent handling that conversation sees both pieces of data in the pre-chat section as soon as they open the chat, with no need to ask again.
Tips
- The section only appears when the visitor filled in something on the form; if the pre-chat is empty or the channel isn't Webchat, the section doesn't render (no empty placeholder in the sidebar).
- Standard contact fields (name, email, phone) aren't duplicated here — they show in the usual contact-details section. Pre-chat only adds the custom free-text fields.
Troubleshooting
If you expected pre-chat data and don't see it, confirm the form is active in the Webchat channel settings and that the visitor filled it in before starting the chat — conversations created before the form was enabled won't have that data.
Related articles
-
How to assign conversations to agents and teams
Learn how to distribute inbox conversations among your agents and teams, manually or automatically.
-
Conversation statuses: open, snoozed, and resolved
Understand what each conversation status means and when to use them to keep your inbox tidy.
-
Internal notes and mentions to teammates
Coordinate your team inside each conversation with private notes and mentions the customer never sees.
-
Using the unified inbox
One inbox for all your channels: assign conversations, use statuses, leave notes, and respect the WhatsApp 24-hour window.
-
Quick replies and shortcuts (snippets)
Reply faster with reusable text templates you insert with a shortcut in any conversation.