Require a phone number to initiate Smith.ai chats
Updated 3 months ago
by
Kelsey Johnson
In addition to requiring a name and email to initiate chat, you have the option to request a phone number too. You could use this number to call someone who left a chat early, or reduce the amount of contact information you need to collect later. Here's how to set it up:
- If you're not already there, go to Settings > Widget > Style in your chat dashboard.
- Beneath "Visitor Info" you can require a phone number before the chat begins. Click on the toggle to turn it on and then confirm the change.
- That's it! Your info fields should now include Name, Email, and Phone:
