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Require Contact Details Before Starting Live Chat

Kyrios now requires visitors to submit contact details before starting a Live Chat when the Contact Form is enabled, ensuring cleaner contact data and uninterrupted chat sessions.

Updated over 2 months ago

Who This Is For / When to Use

This feature is for users who want to:

  • Capture visitor details before live conversations start

  • Reduce anonymous or low-quality chats

  • Enable workflows and follow-ups based on chat data

  • Maintain chat continuity across refreshes and revisits

Use this when you want structured lead capture before a live chat begins.

What Changed

Previously, enabling Contact Form only displayed the form visually, but visitors could still type messages without submitting it.

Now, when the Contact Form is enabled:

  • Visitors must submit contact details before typing

  • Returning visitors resume active chats without re-entering details

  • Ended or deleted chats trigger the form again

  • Page refreshes do not interrupt the conversation

What Is the Contact Form in Live Chat

The Contact Form is a pre-chat prompt inside the Live Chat widget.

Before a visitor can send a message, they are required to provide contact details

such as:

  • Name

  • Phone number

  • Custom fields (if configured)

This ensures every new chat is tied to a usable contact record.

Key Benefits of Requiring Contact Details

Requiring contact information before chat begins helps you:

  • Capture leads for every new conversation

  • Prevent anonymous or spam chats

  • Trigger workflows using contact data

  • Reconnect with returning visitors

  • Preserve chat history across refreshes

  • Keep CRM contact records clean and actionable

Each benefit applies independently.

How the Chat Flow Works

When Contact Form Is Enabled

  • New visitors see the contact form before typing

  • Message input remains disabled until submission

  • Once submitted, the chat starts immediately

Returning Visitors with an Active Session

  • Visitors are returned directly to the existing conversation

  • No re-entry of contact details is required

When Contact Form Is Disabled

  • Visitors can immediately type and send messages

  • No contact details are required upfront

How to Enable or Disable the Contact Form

  1. Go to Sites > Chat Widget in your Kyrios account.

  2. Select the chat widget you want to edit.

  3. Open the Chat Window tab.

  4. Navigate to Live Chat Assigned.

  5. Toggle Enable Contact Form ON.

  6. Click Save.

To disable the requirement, toggle Enable Contact Form OFF and save.

Important Behavior Notes

  • Contact Form applies only to new conversations

  • Active chat sessions persist across page refreshes

  • Ended or deleted chats will prompt the form again

  • Message history is preserved automatically

Each behavior is independent.

FAQ

What happens if a visitor closes the chat and returns later?

If the session is still active, the chat resumes automatically. If not, the contact form appears again.

Will returning visitors need to fill out the form again?

No, as long as their chat session is still active.

Can I trigger workflows from Contact Form submissions?

Yes. You can trigger automations using chat-based triggers such as Customer Replied.

Is message history preserved after a page refresh?

Yes. Chats automatically reconnect, and no messages are lost.

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