Visitor details before the chat
The AI asks name, email and phone in the chat; you choose which.
Before your AI answers on your website, it asks the visitor in the conversation itself, with no form: first their name and email in one message, then their phone or WhatsApp with the country code (for example +44 7700 900123). It understands the reply however it is written. Only when the details are in does it answer the visitor's first question, so every website conversation arrives with a real contact. The details go straight to Activities > Leads, linked to the conversation, and you get a "New contact in the website chat" alert (bell, plus push or email as set in Account > Notifications). To choose what is asked, open Connectors > Website chat and use the Visitor details switches: Name, Email and Phone. All three are on by default; turn off any you do not need.
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