How to Access Pre Chat Survery data in Web Live Chat

(0) Share

Report

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.

All responses (4)

Answers (1)

Community Member on at

Like (1)

Report

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

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Suggested answer

KrishnaReddy95 45 on at

Like (0)

Report

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.
Suggested answer

CRMJetty 3,512 on at

Like (0)

Report

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.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365
Verified answer

Community Member on at

Like (0)

Report

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

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.