guide to setting up online chat in form builder

Online chat in the form builder

Formican form builder system provides a possibility for panel administrators to communicate with users or form registrants through online chat. The purpose of creating an online dialogue is to create a direct connection between the designer of the form and the registrant of the form. In many forms, the person registering the form may have doubts or need guidance in registering accurate information in the form. Online chat here will be a way to solve such problem. In this blog, how to set up chat and its different parts are fully explained. For settings related to online conversation, read the following carefully.

How to set up online chat for form builder

For chat settings, first log in to your account. In the menu on the right, select the online chat option. On the opened page, click on the "Manage dialog tool" button and on the opened page, click on "Create dialog tool". A menu will open where you have to enter the title and description so that when the person filling in clicks on the chat icon at the top of the page, he will be faced with this title and description as shown in the photo below. You can see an example of the title and description in the image below.

After saving the changes, a new page will open for you. On the right side of the image, the menu will be visible, and the fields you see on the other side of the image are related to the basic settings menu. You have already entered the values ​​for the title and description, which you can change again if you want. The field specifies whether the chat language is Farsi or English. If English language is selected, messages and default parts of the program will be displayed in English. The position field specifies the position of the chat on the right or left side.

By clicking on the color, the color spectrum will be displayed, which you can choose for the chat. You can also change the image of the icon by clicking on the icon. For example, you can upload the logo of your collection in this section. If you want to disable the dialog tool, disable the tick next to this option.

In the operators menu, you can select a person or people from among the operators that you have previously added from the users menu and add them to the list of operators so that they can answer the questions of the registrants of the form. To do this, click on Add a new operator and select the desired operator from the drop-down list. If you want to change the operator's default information, select the option "Change user information" and enter the new information of the person that includes the picture, name and title on the opened page and save the changes.
The registered operator will be added to the list of operators. If you want to delete, disable or edit an operator's information, click on his name and apply your changes on the opened page.
To see a sample form Click.

Chat page description

The registrant of the form will click on the chat icon or the icon you placed to create a conversation and enter his message on the opened page. Immediately after a person sends a message, a message will be displayed in the formican panel and in the online chat menu. On the right side, the list of people who have sent you a message via chat is displayed, and on the other side, the message of the person you clicked on is displayed. There are three options on the top and left side of the chat screen. If you want the other person not to send a message, you can press the block button. In this case, the person will no longer be able to send the message with the device that sent the message. Click accept conversation to reply to the person. After accepting, you will be able to enter the answer or choose from the list of ready messages. After accepting the conversation, this option will become "end of the conversation", which you can click on when you have answered the recorder. click. Until you end the conversation, your chat will remain open in the conversation section, and after the end of the conversation, it will be transferred to the list of conversations. If another operator has specified The next option is reject, if you don't want to reply to the person, click this option so that his message will be transferred to the conversation list. After accepting the chat, another option will be displayed under the title of conversation transfer. If you want another operator to answer the recorder, click on this option.

On the left side of the online chat page, it is possible to enter the name, email address, phone number and description of the person registering the form. At the bottom of this box, the information about the person's device, the browser with which he is talking to you is displayed.

To use the ready list, click on the text icon and add the desired text that you use continuously from the management section. You can also put a link in this text. For example, someone asks you how to choose a location, and you have already prepared a video about this situation and uploaded it to a site. You can put the video access link in this section.

You can also remove and add text to the list of ready messages from the management section of this section. To send an emoticon, by clicking on its icon, the list of emoticons will open and they can be selected and sent. .

If you want to send a file to the registrant or ask him to fill out a form, clicking on the + icon will display these two options

Automatic registration of registrant information in the form

If you ask a person to register a form, you can set in advance that the information related to the person that we already have in our possession are placed in the form fields and there is no need for him to register this information again. For example, we want a person who has filled out the employment form to fill out a new form and send a sample of his work in addition to his personal information. As mentioned above, we have registered the person's email, name, and phone number, and by sending the form registration request, we want this information to be included in the relevant fields in the new form by default. To do this, go to the new form settings tab and form link parameters menu and adjust this section based on the default parameters. List of paraThe default meters are listed below. After setting and sending the form to the person, the fields that are encrypted, the values ​​that were specified for them in advance (even if the person enters other values) are placed after the form is registered. If you don't want these fields to be displayed, you can remove the person's access to record information in these fields from the access menu.

Set up online dialog for the form

In order to have a form with online chat capability, you need to go to the general settings menu from the form settings tab and activate the option "Enable online chat for this form" and from the selection list of chat tools that you have already created. Select or create a new dialog tool by clicking the + icon.