Customer Form (Explained)

What is a Customer form?

A great customer support increase a customer satisfaction and loyalty. To provide a better support, it is necessary to have more information about customers. One way to get them is through a customer form. There you will be able to see, how many times customer have contacted company before, their preferences and much more.

These customer forms can be also filled out by agents after communication with customers. Then agents have more info and they can help to customers faster and better.

Frequently Asked Questions

What is a customer form?
A customer form is one of the forms that gives you the chance to get more information about your customers. Both the client and the agent can fill them in after contacting the client. Thanks to the information collected in this way, the agents have a broader image of the client.
How to access customer form in LiveAgent?
LiveAgent client forms are available in the agent's panel. And they are available to agents with all available roles. Thanks to this, the agent can easily obtain information about the client whose case is being dealt with.
How to edit customer form in LiveAgent?
To go to customer forms in LiveAgent, go to "Configuration". There you will find a link to the customer form and you can edit its form and adapt it as needed.

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Expert’s note

Collecting information about customers through a customer form is crucial for providing better support and increasing customer satisfaction and loyalty.

Andrej Saxon Sales manager

Contact forms

Hide your email address to avoid spam, generate more leads by having an easy way to get contacted by LiveAgent's feature - Contact forms. Read about it.