Required fields in Chat Widget contact form

Created by Dakota Routh, Modified on Mon, 2 Feb at 7:17 AM by Dakota Routh

What’s New?
You can now mark 
any contact form field as required
 in the Chat Widget, including 
custom fields and dropdown fields
. This ensures visitors must provide critical information before starting or continuing a conversation.
How It Works:
Go to 
Chat Widget Builder > Chat Window
> add fields under Contact Form Options (default or custom) -
  • Use 
    “Mark the fields you wish to be mandatory”
     section to select which fields should be required. Default fields are always mandatory to a contact form.
image
  • Required fields are clearly marked with an asterisk (*) in the widget.
  • Visitors won’t be able to submit the form unless all mandatory fields are filled.
  • When an agent requests contact details from the Conversation Panel (at the account level), visitors are still required to fill all fields marked as mandatory before proceeding.
Why It Matters:
  • Prevents incomplete submissions where users skip important fields.
  • Ensures workflows, automations, and routing logic always receive the required data.
  • Maintains consistent data capture whether details are collected upfront or requested later by an agent.
Notes:
  1. Applies to custom contact form fields with default contact form fields being always mandatory.
  2. Mandatory field enforcement applies, when:
  • A visitor starts a conversation via the widget
  • Contact details are requested by an agent during an active conversation.
  1. Existing widgets remain unchanged unless fields are explicitly marked as mandatory.
  2. Screenshots show both states: required vs optional fields.

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