> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs-parschat.parstechai.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs-parschat.parstechai.com/_mcp/server.

# Pre-chat form

> Decide what visitors must fill in before a conversation starts, and where their answers are stored.

A pre-chat form collects details, such as a name, email or phone number, before the visitor can
start chatting. Their answers are saved to the visitor’s profile, so operators see who they are
talking to.

Open the **Start Conversation Form** tab of your widget’s settings (your robot → **Service** → the
gear icon on your widget’s card).

![The Start Conversation Form tab](/_fern-files/_img/c3a6c91a86c82a00e7f6340be4d81308ba2c0061d20397e28030766f8b97e20c.webp)

## Turn the form on

Choose one option:

* **No Form Required**: visitors start chatting straight away. Nothing else on this page applies.
* **Form Completion Required Before Conversation**: visitors complete the form (or choose a
  department) first.

## Page and intro text

* **Page to display the form**: the page address where the form appears. An invalid address
  shows *"Invalid url"*.
* **Text Above the Conversation Form**: a short line shown above the fields.

## Add a field

Under **Conversation Form Fields**, click **Add Field** to open **Add New Field**.

| Setting                      | What it does                                                                                               |
| ---------------------------- | ---------------------------------------------------------------------------------------------------------- |
| **Field Title**              | The label visitors see. Titles must be unique: a repeat shows *"The field title is duplicated."*           |
| **Data type**                | Restricts input to **Letters Only**, **Numbers Only**, **Email** or **Phone number**.                      |
| **Maximum characters**       | The most characters the field accepts.                                                                     |
| **Required**                 | **Yes** or **No**.                                                                                         |
| **Save to user information** | Where the answer is stored on the visitor’s profile: **Name**, **Email**, **Phone number** or **details**. |

Map fields to the matching profile slot: an email field to **Email**, a phone field to **Phone
number**. That decides where operators find the value later.

Click **Save Info**, or **Cancel** to close without saving.

## Review your fields

Fields are listed with **Field Title**, **Type**, **Character Limit**, **Required** and **User
Information**. To change one, open it, edit it and click **Update Information**.