Customer Feedback Tool

jbbalmes
Participant

How to customize hubspot live chat?

SOLVE

How to achieve this on hubspot live chat? like adding a form field?
On chatflows i can't see any option to add and style a field

Screenshot 2022-09-01 at 16.56.58.png

0 Upvotes
1 Accepted solution
Jnix284
Solution
Recognized Expert | Partner
Recognized Expert | Partner

How to customize hubspot live chat?

SOLVE

@jbbalmes this option is not a form field, it is a setting in the live chat here:

 

Screen Shot 2022-09-02 at 8.02.20 PM.png

 

Additionally, in chatflows (chatbots) you can add an email capture under "ask a question"

Screen Shot 2022-09-02 at 8.03.46 PM.png

 

Hope this helps!

 


maka Agency

View solution in original post

4 Replies 4
Jnix284
Solution
Recognized Expert | Partner
Recognized Expert | Partner

How to customize hubspot live chat?

SOLVE

@jbbalmes this option is not a form field, it is a setting in the live chat here:

 

Screen Shot 2022-09-02 at 8.02.20 PM.png

 

Additionally, in chatflows (chatbots) you can add an email capture under "ask a question"

Screen Shot 2022-09-02 at 8.03.46 PM.png

 

Hope this helps!

 


maka Agency
jbbalmes
Participant

How to customize hubspot live chat?

SOLVE

Thanks @Jnix284 

But is there any other way to a custom field like adding name, contact number?

The main idea is to add pre-chat form before the user can chat.

Jnix284
Recognized Expert | Partner
Recognized Expert | Partner

How to customize hubspot live chat?

SOLVE

@jbbalmes Name is one of the default options, you can see it in my screenshot above Email. 

 

At the bottom is "Collect other Property" which allows you to add things, like contact number, and then you can choose whether to associate to a contact property or not.

 

Hope this helps!

 


maka Agency
PamCotton
Community Manager
Community Manager

How to customize hubspot live chat?

SOLVE

Hello @jbbalmes , Happy Friday!

I would like to add to this conversation our top experts @MatthewShepherd @TrujayJay @Bryantworks any recommendations to @jbbalmes matter?

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Upvotes