Questionnaires Settings
The Questionnaire Settings feature allows admin to easily create custom fields that appear in their website’s live chat interface. These fields can be used to gather essential information from chat participants before a conversation begins.
Through a pre-chat questionnaire, admin can prompt visitors to provide details such as their name, email address, or reason for contacting support. All responses are automatically saved as records in Dynamics 365 CRM for future reference and analysis.
After the chat ends, the Post-Chat Questionnaire helps you collect feedback or follow-up details from the participant. This makes it easier to improve customer service and understand user needs better. Whether you're running support, sales, or feedback campaigns, this feature ensures you never miss valuable insights from your chats—all securely stored in your CRM system.
Click here to configure:
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