Set up a Pre-Chat Form with the option to select a Department

This article will guide you on how to enable the Pre-Chat Form and add the Department field on your tawk.to chat widget. This way, visitors can select a department before initiating a chat, so that the right team members are notified when the chat starts.

1. Log into the tawk.to desktop dashboard and click on the Administration (gear) icon, located in the upper tab menu.
2. In the left-hand menu, click Channels > Chat Widget.
3. On the right side, click 'Edit Content' under Widget Content to start customizing your tawk.to widget.
4. Select the 'Pre-Chat' state to make adjustments to the Pre-Chat form.
5. Switch on the 'Enable Pre-Chat' toggle.
6. In the Body Cards area, click '+Add' and select 'Form' from the dropdown menu.
7. You can add multiple fields to the form and designate them as either required or optional.
8. To add the Department field, select '+Add department' from the form options above.
9. To rearrange the fields, simply drag and drop using the grid on the left side of the widget card.
10. Finally, click 'Save' to save your changes. Your chat widget updates automatically after saving. No need to update the widget code in your page’s HTML.

Please note that for the department field to be functional, you must have at least one department set up.

If you have already done this, you're all set.

If not, you can set them up in Admin > User Management > Departments.

This article will guide you on how to set up Departments.

By following these steps, you will have activated the Pre-Chat Form with a Department field. This will allow visitors to choose a department before starting a chat, improving communication efficiency and ensuring the right team members are alerted when a new chat begins.

If you have any questions or need help setting up the form or departments, please feel free to reach out to our support team or schedule a call. We'll do our best.