Yes, you can configure the pre-chat form in the Papo widget (https://papo.global/) to capture leads automatically. By enabling the name and email fields before the conversation starts, the data is sent directly to the platform's integrated CRM, eliminating any manual step.
| Aspect | Manual lead capture | Capture with Papo pre-chat form |
|---|---|---|
| Data entry | The agent must ask for and type the name and email during the conversation. | The visitor fills in the fields before opening the chat. |
| CRM creation | The agent creates the contact manually or imports it later. | Papo automatically creates or updates the contact in the CRM. |
| Data quality | Risk of typing errors or forgetting. | Consistent data, provided by the visitor. |
| Team productivity | Time spent on administrative tasks. | The team focuses on the conversation and the sale, since registration is automatic. |
How the pre-chat form works
When enabled, the website chat widget displays a small form before starting the conversation, usually asking for name and email. After the visitor fills in and submits the data, the conversation begins, and Papo's CRM module automatically creates the contact (or updates an existing one, if the email is already in the database), linking the entire history to that record.
This way, you don't need to transfer information between systems or spreadsheets, or ask an agent to type it in later. The lead enters the CRM already qualified as soon as they interact with the widget.
Step by step to enable the pre-chat form
The configuration is done in the Papo dashboard, without changing the code of the widget already installed. If the widget is not yet on your website, first follow the installation guide and then return to this step.
-
Access the inboxes
In the Papo dashboard, go to Settings → Inboxes and select the Site inbox. -
Enable the pre-chat form
Within the widget customization options, find the section for the pre-chat form and turn on the toggle. -
Choose the fields
Select which fields will be displayed — usually Name and Email. You can also choose to make them required before the visitor can start the conversation. -
Adjust the text and appearance
Customize the text that appears in the form and, if desired, the colors to maintain your brand identity. -
Save the changes
Confirm the configuration. The widget will be updated automatically on the website, and the collected data will already be sent to Papo's CRM.
Who this configuration is useful for
- E-commerces and online stores that want to capture the visitor's contact before the first message, feeding remarketing campaigns.
- B2B companies and consultancies that need to qualify the lead with name and email so the sales team can follow up.
- SaaS and online services that want to reduce friction on first contact and already store the interested party's profile.
- Marketing teams that need to fill the CRM with consistent leads without depending on the agent.
Frequently asked questions
Does the pre-chat form work on other channels, such as WhatsApp or Instagram?
No, it is available only for the Site inbox (chat widget). On channels such as WhatsApp, the number is already captured automatically and linked to the CRM.
Can I request other fields besides name and email?
Yes. The default configuration includes name and email, but you can add complementary fields, such as company or job title, according to your operation's needs.
What happens if the visitor is already registered in the CRM?
If the email provided already exists in Papo's contact base, the platform associates the new conversation with the existing contact, avoiding duplicates and keeping the history centralized.
Is the data collected compliant with LGPD?
Yes. Papo lets you configure the privacy notice and obtain the visitor's consent, ensuring that collection and storage follow current legislation.
Can the form be optional?
Yes, you can set the form to be optional. In that case, the visitor can skip the form and start the chat directly, although you lose automatic capture.
Is the feature available on all Papo plans?
Yes, the pre-chat form is available for all Papo accounts that use the website widget.
Read also
- How to install the Papo chat widget on a static HTML site
- How to manage your contacts in Papo CRM: search, creation, and update
Start for free and capture leads automatically →
With Papo's pre-chat form, you eliminate the manual work of registering contacts and start the conversation with qualified data in the CRM.