Configure Question Form

Introduction

When the questions form is enabled, the customer first needs to answer some questions before the chat conversation can be initiated.

 

Configure Question Form

Questions form settings

The questions settings are stored in the webchat settings xml file (sfbwebchatplus/xml/settings.xml).

- Search for questionsform in the settings file

- Put the enabled field to true

- Add as many questions as you want in the questions part

- Use type="[type]" to set the type of the question

- Use the placeholder="placeholder example" to set the placeholder value of the field.

 

Type options

Type

Description

name

The chat will use the answer as the customer’s name.

textarea

This will increase the answerbox, this will make it possible for the customer to ask more detailed questions.

 

Sample settings in xml

<questionsform>

<enabled>true</enabled>

<questions>

<question type="name">What is your name?</question>

<question>What is your email address?</question>

<question>Please enter your residence.</question>

<question>Please enter your age.</question>

<question type="textarea">How can we help you?</question>

</questions>

</questionsform>

You can also add questions or change the predefined ones. Adding a new question can be done by adding <question>”put your question here”</question>. You can add a type to a question, such as type=”name”, the chat will use the answer as the customer’s name. Type=”textarea” will increase the answerbox, this will make it possible for the customer to ask more detailed questions.

 

Custom info to agent

Important: to enable the questions form, the feature custom info to agent also needs to be enabled. This will allow the webchat application to push the client input data to the agent.

  • Search for custominfotoagent in the settings xml file (sfbwebchatplus/xml/settings.xml)
  • Set the enabled field to true
  • Set the methodname to CustomAgentConnectedMessageChatQuestions

<custominfotoagent>

<enabled>true</enabled>

<showonreconnect>false</showonreconnect>

<methodname>CustomAgentConnectedMessageChatQuestions</methodname>

<logtobrowserconsole>false</logtobrowserconsole>

</custominfotoagent>