Home > Gather additional information with the Design studio and map the fields onto your integration
Categories: Integrations & Plugins | Customization
(Last Updated On: August 4, 2021)
About This Article
The purpose of this article is to provide a comprehensive overview of how to Gather additional information with the Design studio and map the fields onto your integration.
The design studio provides you with certain standard fields such as name, email, question, company and phone.
They can be short names (like x and y), or more descriptive names (age, name, zip_code). These are the names that the input content will be submitted under to the agent in the chat, or in the notes of the offline case.
You can then map these variables by name to special fields in integrations such as Salesforce, MS Dynamics Cloud or Zendesk.
Please be aware that our standard fields will have the variables defined as follows :
Name : name
Email : email
Your question : description
Company : company
Phone : phone
You can then create your own fields to gather more information to specifically collect data to fit your needs. You would do this from Settings – Design studio – Editing the current design, going to prechat box or offline box, and clicking on fields. From the “Add more fields” section, you can choose a type of field, add it to the “active fields” section, and edit it.
For more help, feel free to chat in with us or shoot an email to [email protected]
Published December 27, 2016