Name Capture
Ask for first name, last name, or full name. Captured values are available as {{first_name}} and {{last_name}} variables throughout the workflow.
Collect Visitor Information
In Your Chat Widget
Gather names, email addresses, phone numbers and custom fields through natural conversation — not a boring static form. The Collect Info module validates input in real-time and stores everything for your agents and integrations.
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What Is the Collect Info Module?
The Collect Info module gathers visitor details through a conversational interface that feels natural and engaging. Instead of presenting a flat, static form that visitors ignore or abandon, the module asks for information one field at a time inside the chat — just like a real conversation.
Each question appears as a chat message, and the visitor types their response directly into the chat input. The module validates every answer in real-time: email addresses must contain a valid domain, phone numbers are checked against common formats, and required fields can't be skipped. If the input is invalid, the visitor receives a friendly prompt to try again — no page reloads, no frustration.
Once captured, all data is stored as workflow variables that can be referenced by any subsequent step. Use a visitor's name in a personalised Message node, route them based on their department selection in a Conditional step, or pass their email to a CRM integration via the API Form module.
Email Collection
Validated in real-time with format and domain checks. Essential for follow-ups, ticket creation, and CRM sync.
Phone Number
Supports international formats with optional country prefix validation. Perfect for callback workflows and SMS notifications.
Custom Fields
Capture order numbers, account IDs, company names, or any other text-based input. You define the prompt and validation rules.
Real-Time Validation
Every field is validated the moment the visitor submits their answer. Invalid inputs trigger a gentle re-prompt — no form errors, no page reloads.
How Collect Info Fits Into a Workflow
The Collect Info module sits wherever you need visitor data. Place it at the very beginning of a workflow to qualify visitors before routing, in the middle to gather context before an escalation, or near the end to capture an email for follow-up after an AI chat session.
Because the module stores its output as named variables, every downstream step can leverage the collected data. A Conditional node can check if the visitor provided a corporate email domain, a Message node can greet them by name, and an API Form can push the data to your helpdesk in real-time.
Example: SaaS Trial Support Flow
A software company collects information from trial users to route them to the right team.
START
Conditional
Enterprise domain?
Human Chat
Sales / Support
Step-by-Step Breakdown
- Greeting: A Message node welcomes the trial user and sets expectations for the quick information-gathering step that follows.
- Collect Info: The module asks for name, email, and company name — one question at a time. Each answer is validated before moving to the next.
- Conditional Check: The workflow inspects the captured email domain. Enterprise domains (e.g., @bigcorp.com) are routed to the Sales team; consumer domains go to general Support.
- Human Handoff: The visitor is connected to the right team, with all their captured data displayed in the agent dashboard for immediate context.
Best Practices & Tips
Maximise completion rates and data quality with these proven approaches to conversational information collection.
Ask the Minimum
Every extra field reduces completion rates. Only ask for information you'll actually use in this workflow. You can always capture more later if the conversation continues.
Add Context Messages
Place a Message node before Collect Info explaining why you need the information. Visitors who understand the reason ("So we can email your transcript") are far more likely to comply.
Combine with Conditional Logic
Use collected data to personalise the rest of the flow. Route VIP customers to priority agents, skip redundant steps if the visitor already provided context, or trigger specific automations based on their answers.
Validate Thoughtfully
Enable validation for emails and phone numbers, but keep custom field validation lenient. Overly strict rules frustrate visitors. A gentle re-prompt works better than a hard rejection.
Frequently Asked Questions
How is Collect Info different from the Pre-Chat Form?
The Pre-Chat Form is a traditional form displayed before the chat starts — all fields appear at once. Collect Info is conversational: it asks one question at a time inside the chat. Both capture data, but Collect Info has higher completion rates because it feels like a natural dialogue rather than paperwork.
Can I make certain fields optional?
Yes. Each field in the Collect Info module can be marked as required or optional. Optional fields include a "Skip" button so visitors can move forward without answering. This keeps the experience friction-free while still capturing data when visitors choose to provide it.
Where does the collected data go?
Collected data is stored as workflow variables and attached to the chat transcript. It's visible in the agent dashboard, searchable in chat history, and can be pushed to external systems (CRMs, helpdesks, email platforms) via the API Form module.
Does Collect Info support GDPR compliance?
Yes. All data is stored on UK-hosted servers. You can configure data-retention policies, add consent checkboxes via the Form Field module, and visitors can request data deletion. The module supports your GDPR compliance efforts as part of your broader privacy framework.
Related Modules
Collect Info pairs naturally with these modules to build complete data-driven workflows.
Collect Visitor Data the Conversational Way
Ditch the static forms. Start gathering information through chat and watch your completion rates climb.