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.

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:

“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.