Announcements
Hi,
In Web Live Chat how to access the Pre chat survey Data. Our scenario is to auto create contact record based on the survey Data and to link the conversations to the contact record.
If any knows how to access the Pre chat survey Data, please post here.
Hi KrishnaReddy95,
You can refer following link to create contacts from the conversation
https://docs.microsoft.com/en-us/dynamics365/omnichannel/administrator/record-identification-rule
https://docs.microsoft.com/en-us/dynamics365/omnichannel/agent/agent-oc/oc-view-customer-summary-incoming-conversation-request
https://docs.microsoft.com/en-us/dynamics365/omnichannel/agent/agent-oc/oc-create-record#create-a-new-record-from-the-customer-summary-page
for the Pre-chat survey:
you can try to retrieve context variable(msdyn_ocliveworkstreamcontextvariable) and context item value(msdyn_ocliveworkitemcontextitem) entities.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hello,
pls refer this article,
https://www.livechat.com/help/chat-surveys/#pre-chat
https://thecrm.ninja/omnichannel-pre-survey-responses-routing/
I hope it helps,Thanks.Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365
Thanks Leah Ju. The Pre chat survey data is getting stored in the Context item values, based on that i could able to achieve my development use case.
Hi Partner,
If your problem has been solved, please click Yes under "Did this answer your question?" to close this thread.
Thanks.
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.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
11manish 27
KristineRisberg 19
Manoj - ManoVerse 17 Super User 2026 Season 1
