This manual will guide you in setting up the information you want to collect from customers when they submit tickets.
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
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.
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.