web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Can we add pre chat survey for WhatsApp Omnichannel

(0) ShareShare
ReportReport
Posted on by 72

Hello Everyone

Can we add pre chat survey for WhatsApp in  omnichannel ? 

I have the same question (0)
  • Asif Shaikh Profile Picture
    72 on at

    Hello can someone assist in this?

  • Veda_11 Profile Picture
    5 on at

    Hey hi,

    Did you figure this out?

  • Suggested answer
    Shawnsauve Profile Picture
    1,095 on at

    Yes, it is possible to add a pre-chat survey for WhatsApp in Omnichannel for Dynamics 365 Customer Service.

    Here are the general steps you can follow:

    1. Create a new chat widget: In Omnichannel Administration, create a new chat widget and select WhatsApp as the channel.

    2. Configure the pre-chat survey: In the chat widget settings, select the "Pre-chat survey" tab and configure the survey questions that you want to ask before the chat session begins. You can choose from various question types, such as multiple choice or free text.

    3. Customize the survey appearance: You can also customize the appearance of the survey by uploading your own logo or background image, and choosing colors that match your branding.

    4. Save the chat widget settings: Once you have configured the pre-chat survey, save the chat widget settings.

    5. Add the chat widget to your website or mobile app: To enable customers to start a WhatsApp chat session with your support team, add the chat widget to your website or mobile app. You can use the chat widget code provided by Omnichannel, or you can use a third-party widget that supports WhatsApp.

    6. Test the pre-chat survey: Before you go live with the pre-chat survey, be sure to test it thoroughly to ensure that the survey questions are being asked correctly and that the responses are being captured and saved in Dynamics 365 Customer Service.

    Overall, adding a pre-chat survey for WhatsApp in Omnichannel for Dynamics 365 Customer Service can help you gather important information from customers before the chat session begins, allowing your support team to provide more personalized and efficient support.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
FSRon Profile Picture

FSRon 72

#2
James White Profile Picture

James White 23

#3
11manish Profile Picture

11manish 22

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans