Consolto

Categories

Getting Started
Installation
Widget Center
Troubleshooting
Identify your customer prior video call/ chat

The identify customer prior call/chat form allows you to collect customer Name & Email before session starts.

How it works:

When the user clicks on Video Call or Live chat message he will get a form to fill Name and Email.

* You will be able to contact your missed calls/ chats.

* You will be able to send this information to your CRM using Zapier.

* Manage your clients in Consolto mini CRM.

Turn on pre call chat/ call form

Go to the widget center and click on the advanced features tab on the left bar.

And turn on the pre call / chat form