Require Contact to Chat
Require Contact to Chat
A new chatbot capability that lets you collect visitor contact information before they start a conversation — giving you a guaranteed way to follow up.
🔒 New capability: Require contact to chat
A new toggle has been added to Website → Chatbot under Features.
How it works
When enabled, visitors see a contact form instead of the chat interface. They must provide their email, phone number, or both before the conversation unlocks.
| Detail | Value |
|---|---|
| Location | Website → Chatbot → Features |
| Default | Disabled |
| Fields collected | Email, Phone (at least one required) |
What visitors see
- A branded contact gate screen explaining they can access AI support by providing their contact info
- Email and phone fields (at least one must be filled)
- After submitting, the chat unlocks and the conversation begins normally
Where contact data is stored
Contact information is saved on the conversation and visible in Chatbot, in the same "Contact captured" column used by Lead capture.
⚠️ Mutual exclusivity with Lead capture
Require contact to chat and Lead capture cannot be active at the same time. Enabling one automatically disables the other.
| If you want... | Enable |
|---|---|
| Contact info for every conversation upfront | Require contact to chat |
| Contact info only when the bot can't answer | Lead capture |
🎯 Why this matters
Some organizers need a reliable way to reach every visitor who uses the chatbot — for example, to correct an incorrect answer or follow up on a support issue. This feature ensures you always have a point of contact.
💡 Summary
- New toggle — "Require Contact to Chat" in Website → Chatbot → Features
- Contact gate — Visitors provide email/phone before chatting
- Same contact data — Stored alongside Lead capture contacts in Chatbot conversations
- Mutually exclusive — Cannot be active at the same time as Lead capture
- Bilingual support — Contact gate displays in English or Spanish based on visitor language