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Configure the pre-chat form

Collect useful details before a visitor starts a chat.

Reviewed September 23, 2026

Edit the form

Open https://app.message.com/settings/chats/pre-chat. Enable or disable the form and configure its fields. The editor supports short text, email, phone, dropdown and long-text fields, with required-field controls.

Keep it short

Ask only for information needed to route or answer the request. Name and email are the standard identity fields. A support-type dropdown can map an option to a department for routing.

Test validation

Save, then start a chat in a fresh browser session. Test required fields, dropdown choices and the resulting details in Inbox. Returning visitors may already have details available, so a fresh session is useful for checking the first visit.

Protect private information

A typed email or order number is a claim, not proof of identity. Use the supported customer-verification flow before sharing private order information. Never ask for passwords or full payment-card details in the form.

Keep going

Put the next step into practice, or ask us about your setup.