To set up, go to the Chat Widget, then navigate to the General tab

Configure data collection for Ticket #

Step 1: In the Widget Functions section, enable the toggle for Ticket

Step 2: Click on the Ticket area to expand it, then click on the data type selector. 

Step 3: Check or uncheck the boxes for the customer data you want to collect or exclude.

Note: Email address, email subject, and email message are required fields and cannot be removed. 

Afterward, the data you’ve selected will be displayed in the list below.

Step 4 (Optional): You can drag and drop to arrange the order of your selected data fields. And then click Save 

Step 5 (Optional): You can enable the toggle Recaptcha to verify so that submissions from customers will not go to Spam.

Step 6 (Optional): To ensure transparency and compliance with privacy regulations, you can turn on the toggle for Consent Checkbox that requires customers to confirm that they accept your terms and policies before sending tickets.

Then, you’ll see a Consent Message box where you can write the terms you want customers to agree to.

Step 7: Click Save after all changes

Note: After you set the consent message in your widget, your customer will be able to see it when they attempt to submit a ticket.

Configure data collection for Live Chat #

Step 1: In the Live Chat module, enable the toggle for data collection

Note: If your customers want to start a conversation without filling in their information, you can disable data collection by turning off the toggle.

Step 2: Choose the data type you want to collect from your customers

Note: The email address field is required and cannot be removed.

Step 3 (Optional): You can drag and drop to arrange the selected data order.

Step 4 (Optional): To ensure transparency and compliance with privacy regulations, you can turn on the toggle for Consent Checkbox that requires customers to confirm that they accept your terms and policies before starting a conversation.

Then, you’ll see a Consent Message box where you can write the terms you want customers to agree to.

Step 7: Click Save after all changes

Note: After you set the consent message in your widget, your customer will be able to see it when they attempt to start a conversation.

Support channels #

If you ever need assistance, our Help Center is packed with comprehensive guides and tutorials.

At MooseDesk, we’re always here to help. Our dedicated email and live chat teams are available around the clock. Drop us an email at help@moosedesk.com, or click the Live Chat icon located at the bottom left corner of the MooseDesk app, our official website, and even within this Help Center.