How to Access Pre Chat Survery data in Web Live Chat

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Posted on by KrishnaReddy95

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.

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RE: How to Access Pre Chat Survery data in Web Live Chat

Hi Partner,

If your problem has been solved, please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

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KrishnaReddy95 45 on at

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RE: How to Access Pre Chat Survery data in Web Live Chat

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.

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CRMJetty 3,512 on at

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RE: How to Access Pre Chat Survery data in Web Live Chat

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.

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RE: How to Access Pre Chat Survery data in Web Live Chat

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

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