Pre-Chat Forms
Ask for a name, email, or topic before the chat starts to route conversations correctly from the beginning.
Form Builder
Collect the information you need, automatically
Build custom pre-chat and offline forms to capture leads, qualify visitors, and gather the details your team needs before a conversation even begins. Drag-and-drop fields, conditional logic, and CRM sync ensure every form fits your workflow perfectly.
How Form Builder captures better data
Offline Forms
Capture leads and support requests even when your team is offline so no inquiry is ever lost.
Conditional Logic
Show or hide fields based on previous answers to keep forms concise and relevant for every visitor.
FORMS
The right data at the right time
Custom forms ensure agents always have the information they need to respond quickly and accurately without asking repetitive questions.
Pre-Chat Qualification
Route conversations to the right department before they start by collecting visitor intent, product interest, or issue category in the pre-chat form.
Smart Field Validation
Ensure clean data with real-time validation — verify email formats, phone numbers, and required fields before submission so agents receive accurate information.
Multi-Language Forms
Serve forms in each visitor's language automatically. Create localized versions of every form to support global audiences without duplicating effort.
LEAD CAPTURE
A pre-chat form asks a visitor about their product interest before the conversation starts, so the inquiry routes straight to the right sales rep.
Use case · Sales and lead generation teams
BUILDER
Forms that fit your workflow
Drag and drop fields to create forms that match exactly what your business needs to capture — no coding required.
Field Types
Text, email, phone, dropdown, checkbox — use the right field type for every piece of information you need to collect.
CRM Sync
Form submissions automatically populate customer profiles in your CRM so your team always has full context.
Multi-Step Forms
Break longer forms into steps to reduce abandonment and guide visitors through the process one question at a time.
PRODUCTIVITY
A support team builds a custom intake form with drag-and-drop fields, so agents stop asking the same qualifying questions at the start of every chat.
Use case · Support teams
DATA
Smarter data collection starts here
Analyze form performance, optimize completion rates, and turn collected data into actionable insights for your team.
Form Analytics
Track submission rates, drop-off points, and completion times to identify which forms perform best and where visitors abandon.
Ready-Made Templates
Start quickly with professionally designed form templates for common use cases like lead capture, feedback collection, and support requests.
Export & Reporting
Export form data to CSV or connect to your analytics tools. Generate reports to measure form ROI and improve your data strategy.
DATA-DRIVEN
A growth team reviews form analytics to see where visitors abandon a multi-step form, then simplifies that field to improve completion.
Use case · Growth and marketing teams
Explore Features
Live Chat
Real-time messaging
Learn moreTeam Inbox
Shared team workspace
Learn moreChat History
Full conversation logs
Learn morePrivate Notes
Internal team notes
Learn moreChat Routing
Smart assignment
Learn moreCRM
Customer profiles
Learn moreFile Sharing
Send & receive files
Learn moreVideo Chat
Face-to-face calls
Learn moreScreen Sharing
Visual collaboration
Learn moreHelp Desk
Ticket management
Learn moreAudio Call
Voice conversations
Learn moreAll features
Every XonChat tool on one page
See all features
