Using the Offline Form
The instructions below are for desktops and laptops only.
The Offline Form lets visitors leave a message when your chat widget is unavailable. This ensures you never miss an inquiry, even when your team is offline.

You can customize the form to collect the information your team needs and streamline follow-ups.
Steps to edit the Offline Form

2. Click Administration on the left navigation bar.

3. Click Chat Widget on the left submenu.

4. Click Edit Content under Widget Content.

5. This opens the Widget Content editor. Click Offline under Widget State.

6. The Form is automatically added under Body Cards. Click the pencil icon to edit the form.

7. The Name, Email, and Message fields are added to the form by default. The Name and Email fields are mandatory and cannot be removed from the form. Click the buttons under Form to add more fields to the form. When you’re done customizing the form, click Update. Your widget updates automatically — no code changes needed.

Customizing the form
Click the buttons under Add field to add up to 10 fields to your form.

Phone – Collect a contact number for follow-up or verification.
Department – Let visitors choose a department so their chat reaches the right team.
Note: You must create departments before including a department selection in your form. Learn more with these guides:
Creating and managing departments
Set up a Pre-Chat Form with the option to select a Department
Text and Text Area — Add short or long text responses, depending on the field type you choose.
Options Choice — Provide visitors with a dropdown or radio button list to select a single option.
Multiple choice — Offer a list of options where visitors can select one or more answers.
Number — Collect a numeric answer such as quantity, a reference number, or an ID stored as a number.
Date — Let visitors pick a calendar date. When you link this field to a Custom Attribute, use a Date attribute on the contact so the answer is stored correctly.
Click the star icon to make any field required.

To reorder the fields, click the drag handle (6 dots) next to the field name and move it up or down.

Click the bin icon to remove a field from the form.

Save visitors’ answers to their contact profiles with Custom Attributes
Note: Built-in fields such as Name, Email, Phone, and Department cannot be linked to custom attributes.

Click the Custom Attribute dropdown in a field in your form and select the relevant attribute from the list. You can also select New Custom Attribute to create a new attribute.

Note: When using a Long Text attribute, visitors can enter up to 250 characters in the form. After the chat ends, agents can extend this up to the full 2048-character limit in the contact profile.
After selecting an attribute:
- A label appears next to the field name, indicating the attribute it’s connected to.
- The Field Label and format may automatically adjust to the most suitable input type (for example, Number, Date, or list options) to match the attribute.



Saving Pre-Chat and Offline form responses to Custom Attributes in Contacts
What visitors see

- Number fields for numeric input
- Date pickers for date fields
- Radio buttons for single-choice options
- Checkboxes for multiple selections
- Larger text boxes for long responses
What agents see


To learn more about responding to offline messages, see this guide:
Responding to offline messages via Ticketing
Additional considerations
Required fields can improve data quality, but too many mandatory questions may discourage visitors. Use only the fields you truly need.
Related guides
- Click the green live chat icon
- Schedule a call with us
- Visit our community
