You can configure chat so that it requires the user to fill in a customizable form before starting a conversation.
In that case, after clicking the New Conversation button in the chat widget:
The user is presented with a form like this:
When the user fills in all non-optional fields and click Submit and continue, they can continue conversation. The filled form is saved in the created issue's standard and custom fields.
The form that the user fills consists of issue field elements - filled values are saved as values of these fields in the Jira issue.
If you do not see the field that you want to be include in the list, check if:
Available fields are listed in the left column of the form designer:
After picking the fields that you want on the form, you can reorder fields, specify if they are to be mandatory or optional and also rename the label of the field from field name to some custom value that you want:
Below the form designer there is an instant form preview, allowing you to see how the form will be presented to the chat user:
The preview is fully interactive, meaning that you can fill the fields with values and you click Submit and continue to see if the form validation works the way you intended:
You can customize the text in the header of the form, as well ass the button's text - to do that, use Translating and Customizing Chat Messages page.
The Privacy statement link is taken from the Privacy Link global setting. Text on this link can also be customized on the Translating and Customizing Chat Messages page.