Home Advanced Features Explained

Advanced Features Explained

Deep dive into advanced VowChat features and capabilities for power users.
VowChat Solutions
By VowChat Solutions
17 articles

How to use pre-chat forms?

How to use pre-chat forms? Pre chat form is used to collect information about a contact/conversation before initiating a conversation. The Pre chat form is available only in website live chat. How to add a pre-chat form? Step 1. Go to Settings → Channels. Click on the specific settings of a website channel. Step 2. Go to the "Pre Chat Form" tab. There are two types of fields possible with the pre-chat form: 1. Standard fields: These are the primary contact fields––Email, Phone number, and Full name. 2. Custom fields: These are the fields that are created with custom attributes. The Pre chat form settings list down both the standard and custom fields. The columns in the settings of pre-chat forms are described below: - Key: Field unique identifier - Type: Type of the field (Text, List, Number, Date, Link, Boolean) - Required: Is the field required or not - Label: The label that will be displayed to the visitor on the widget - Placeholder: The placeholder value All the fields would be displayed under the pre-chat form settings by default. The admin will be able to do the following: - Enable/disable fields - Change the order of fields - Update label/placeholder - Enable/Disable validation Customize your pre-chat form according to your needs. In order to add more fields, add more custom attributes. What does a pre-chat form look like? Once the pre-chat form is enabled, it would ask your customers to fill out a form like the one shown below when they start a conversation through live chat.

Last updated on Nov 10, 2025

Setting up SAML

Setting up SAML SAML is a method of single sign-on (SSO) authentication between a service provider (VowChat) and an identity provider (your organization's system). Prerequisites - Have a work Identity Provider (IdP) in place - Understand that once enabled, users can only login via SAML - Best to restrict users to your specific domain Setup Steps Step 1. Navigate to Settings → Security Security settings Step 2. Configure required SAML settings: SAML configuration - SSO URL: Your identity provider's SSO endpoint - Identity Provider Entity ID: Your IdP's unique identifier - Signing Certificate: Your IdP's X.509 certificate Step 3. Configure User Attribute Mappings (required): - email - first_name - last_name Technical Configuration ACS URL (Assertion Consumer Service) app.vowchat.ai/omniauth/saml/callback?account_id=<your-account-id> SP Entity ID (Service Provider) app.vowchat.ai/saml/sp/<your-account-id> Login URL https://app.vowchat.ai/app/login/sso Important Considerations - First-time login creates user account automatically - User information is not automatically updated after initial creation - Once SAML is enabled, users cannot access VowChat with their password SAML enabled User Experience 1. User goes to VowChat login page 2. Clicks "Sign in with SSO" 3. Redirected to your IdP for authentication 4. Upon successful authentication, redirected back to VowChat Enable SAML to provide secure, centralized authentication for your organization.

Last updated on Nov 10, 2025