> For the complete documentation index, see [llms.txt](https://docs.cekat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cekat.ai/en/ai-and-platform/connected-platforms/web-livechat-inbox/custom-form-livechat.md).

# Custom Form Livechat

This feature lets you collect information from customers before a *livechat* conversation begins. With the form turned on, your agents know the customer's basic details, or what they need, before they even say hello.

#### 1. Turn on the feature

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FCYmH3YbxS3n5GANKCxu5%2FScreenshot%202026-03-07%20at%2011.51.16%E2%80%AFAM.png?alt=media&#x26;token=f8483218-549d-4442-b3bf-b9c44ad5b53c" alt=""><figcaption></figcaption></figure>

* Go to the Inbox menu and choose the Livechat category.
* Under User Info Requirement, change the setting to Enable (Custom Form).
* Once it's on, the Custom Form Fields panel will appear below.

#### 2. Add a new field

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FG71OYEbiDGWFja0cIBbI%2FScreenshot%202026-03-07%20at%2011.51.44%E2%80%AFAM.png?alt=media&#x26;token=7b87cedf-3ffe-4c0f-bd9d-0ccfe61f35e1" alt=""><figcaption></figcaption></figure>

* Click Add Field to open the field settings pop-up.
* Fill in the following:
  * Name: the label or question shown on the form (for example, "Full name" or "Address").
  * Type: the kind of input you need, such as Text, Number, Phone, Email or Select (dropdown).
  * Mandatory: tick this if customers must fill in the field before they can start chatting.
* Click save in the pop-up once you've set up the field.

#### 3. Arrange and save your fields

* Drag and drop the six-dot icon on the left of each field to change the order.
* Use the trash icon to remove a field you don't need, or the pencil icon to edit it.
* Remember to click Save on the Inbox settings page so your changes stick.

#### 4. What customers see

<figure><img src="https://3693109682-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZNZlvyOVkZXyd3pz2Cql%2Fuploads%2FT0tBHi7yjn7dIsppfNKO%2FScreenshot%202026-03-07%20at%2011.52.22%E2%80%AFAM.png?alt=media&#x26;token=7f985ce2-c49b-4398-96bc-a2678be41df0" alt=""><figcaption></figcaption></figure>

* Once saved, customers who open your *livechat* link will land on a "Start Chatting" page.
* They'll need to fill in every field (especially those marked with an asterisk as mandatory) before the Start Chat button becomes active.
