# Pre-Chat Questionnaire

Triggers automatically only after a customer sends the first message (e.g., “Hi” or “Hello”). It collects basic info such as the user's name, query type, or contact details before routing to a live agent.

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**Example:**

* Customer sends: “Hi”
* WhatsApp4Dynamics replies:

1\.    Thank you for Choosing Inogic! Which product are you interested in? WhatsApp4Dynamics / Maplytics

2\.   “Select your query type: 🔘 Order / 🔘 Support / 🔘 Feedback”

* After all responses, a Join Confirmation message is sent:

&#x20;“Would you like to connect with an agent now? Reply YES to proceed.”

If the customer responds “**YES**”, the chat transfers to an agent with all prior responses visible in CRM.