This article will guide you on how custom contact forms can be created for different Clients from the Video Service Desk Admin dashboard. The end users of your Client
will be able to see these form fields in the contact form.
Login to the Video Service Desk dashboard as an admin.
Now let's go to the
Clients
section.
Here you can see the list of all the
Clients
and their details. Click on theEdit
button underActions
column.
Go to the
Form Fields
tab. Customize theForm Fields
as follows:
Commonly used fields:
Name
,Email
,Phone
Language Based Call Routing: Enable or disable language based call routing.
Live Chat, Voice Call, Video Call: The channel types that the customers can use to connect with your team.
Field Name: Name (label) of the form field.
Field Type: Type of information to be collected.
Placeholder: Initial text shown when the form field is empty.
Mandatory: Whether the particular form field is mandatory or optional.
Show on Call Popup: If enabled, the details filled into this field will be shown to the agent in the call notifications.
Add: Click on the
Add
button to add a new field.
After adding all the required details, click
Save
. Please note thatShow on Call Popup
form fields are shown only in the web call notifications. In the mobile app notifications, only the basic call details are shown.