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faessiPLUS
Nov 26, 2024

Q: I haven't found a feature to collect data before chat starts

Dear Charla Team

I am using Tidio and looking to replace it with Charla. What I need is a possibility that the customer needs to fill out the e-mail address, name and phone number, so I have it recorded and can call them back once I have time.

In Tidio I can create a form that is being displayed, but I haven't found anything like this in Charla, only a general message like "Please write your mail, phone number", but not fields where the user can insert these information and being stored. I see you have visitor information fields for phone and e-mail, but they are not filled. Can you advise if you have something like this how to use it?

Founder Team
Yehia

Yehia

Nov 30, 2024

A: Hello, You can create chatflows for that, capturing the email and phone number of the site visitor. Whenever the site visitor shares those details, his contact details gets automatically updated.

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I’m wondering about the same thing—could you clarify?

Founder

Hello @Me_Aayan, just replied above

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