A pre-chat survey enables the collection of visitor information prior to the chat session beginning and quickly route the session to the agent most qualified to manage the chat. It is beneficial in service and support scenarios because visitors already expect to provide initial information to have their issue resolved. Some sample pre-chat survey questions include:
When customers request live chat services, they should be able to provide some preliminary data in a pre-chat survey to set the course of the chat session. For example, they can provide their name and a quick description of what they need. At that point, the chat agent is prepared to enter the discussion with solutions regarding the customer’s concerns.
Role of Pre-Chat Surveys
Pre-chat surveys serve a significant role in supporting your customers. It is the earliest chance to obtain precise information from a client, so it is important to design pre-chat survey questions that count. Pre-chat surveys help you to get to know your customers better. By customizing the questions, you can improve the responses and enhance case resolution. The top four benefits of designing a pre-chat survey include:
Aside from the issues, the survey should also include a brief welcome message and an invitation to chat. Select questions that help quickly extract the details you need to help solve a problem. What’s more, all the information agents gather is useful even after the chat ends. For instance, you can offer to send a copy of the chat transcript to the customer. Also, by establishing up customized variables, you can display information about your clients directly using live chat software to provide more for your agents to work with when answering customers’ questions.