Collect Visitor Details in GoHighLevel

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Collect Visitor Details Before Live Chat in GoHighLevel

If you use ClickUp or other tools to manage support workflows, connecting them with GoHighLevel live chat works best when you collect visitor details first. This guide shows you how to require contact information before a chat starts so your team always knows who they are talking to and can follow up efficiently.

The process uses the built-in website chat widget settings in GoHighLevel so you can capture names, email addresses, phone numbers, and other key data before any live conversation begins.

Why Collect Visitor Details in GoHighLevel Live Chat

Enabling a pre-chat form in GoHighLevel gives your business several advantages:

  • Identify visitors instantly: Know who is contacting you before you reply.
  • Auto-create contacts: Details entered in the widget are saved to your CRM.
  • Better follow-up: Use saved emails and phone numbers to send campaigns, reminders, and updates.
  • Improved reporting: Track which visitors are engaging through live chat and which channels bring more leads.

All of this is handled inside your GoHighLevel account with a few configuration steps.

Accessing the GoHighLevel Chat Widget Settings

To start, you need to open the website chat widget configuration area inside GoHighLevel.

  1. Log in to your GoHighLevel account with an admin or user profile that has access to settings.

  2. Select the sub-account where you want to configure the website chat widget.

  3. From the left-hand menu, click Settings.

  4. Within Settings, choose Chat Widget. This section controls how the live chat appears and behaves on your website.

Once you are in the Chat Widget settings, you will see several tabs to customize the widget, including design, behavior, and the form that collects visitor information.

Enable the Pre-Chat Form in GoHighLevel

The key option for capturing visitor data in GoHighLevel is the pre-chat form setting. This ensures users fill in their details before a live chat session begins.

  1. Inside the Chat Widget area, locate the Form or Pre-Form section (depending on your interface version).

  2. Toggle on the option that enables collecting visitor details before chat starts. This is often labeled as “Collect visitor information” or similar.

  3. Once enabled, you will see default fields such as name, email, and phone. You can adjust which of these appear to visitors.

With the pre-chat form turned on, visitors will now see a short form in the widget before they can send their first message to your team.

Configure Visitor Fields in the GoHighLevel Pre-Chat Form

Next, you need to choose which details you want GoHighLevel to collect. This step is essential so your support and sales teams get all the information they need upfront.

Choose Default Fields in GoHighLevel

GoHighLevel typically provides standard fields that you can enable or disable in the live chat form:

  • Name
  • Email
  • Phone number
  • Message or initial question

To configure these:

  1. In the chat widget Form section, review the list of available fields.

  2. Use checkboxes or toggle switches to show or hide each field.

  3. Set key fields, such as email or phone, to required so visitors must provide them before starting live chat.

Add Custom Fields Through GoHighLevel

If you need more specific information, such as company name or budget, you can map the pre-chat form to custom fields in GoHighLevel.

  1. Create the necessary custom fields in the Custom Fields area of your sub-account settings, if they do not exist yet.

  2. Return to the Chat Widget > Form section.

  3. Use the dropdowns or field mapping controls to connect the pre-chat questions with your GoHighLevel custom fields.

  4. Decide which custom fields are required and which are optional.

This mapping ensures all data captured by the chat widget is stored correctly on the contact record in GoHighLevel.

Customize the GoHighLevel Chat Widget Experience

After structuring your form, customize how the GoHighLevel chat widget appears on your website so visitors are more likely to complete it.

Adjust Design and Branding in GoHighLevel

In the Chat Widget settings, you can match the widget to your brand:

  • Colors: Set primary and accent colors to align with your site.
  • Logo or avatar: Upload an image so users recognize your brand.
  • Welcome text: Edit the greeting and introductory message displayed above the pre-chat form.

Make the welcome text clear so visitors understand they must fill in their details before starting live chat.

Control Placement and Behavior in GoHighLevel

You can also fine-tune how the GoHighLevel widget behaves:

  • Placement: Choose whether the widget appears in the bottom-right or bottom-left corner.
  • Trigger behavior: Decide if the widget opens automatically after a delay or only when clicked.
  • Display rules: Configure which pages should show the widget, if your version of GoHighLevel supports page-level rules.

Proper placement and timing can increase the number of visitors who complete the pre-chat form and start a conversation.

Install the GoHighLevel Chat Widget on Your Website

Once your form and settings are ready, you need to install the GoHighLevel chat widget script on your website so visitors can see and use it.

  1. In the Chat Widget settings area, scroll to the Install Script or Embed Code section.

  2. Copy the provided JavaScript snippet.

  3. Paste the script into your website’s global footer or the body section before the closing </body> tag, according to your platform’s best practice.

  4. Publish or update your site so the new code goes live.

After installation, visit your site in an incognito or private browser window to confirm that the GoHighLevel chat widget appears and requires user details before chat begins.

Test and Optimize Your GoHighLevel Pre-Chat Flow

Before sending visitors to your new live chat, test the full experience from the user’s perspective.

  1. Open your website and click the chat icon.

  2. Fill out the pre-chat form with test data, including required fields.

  3. Send a message and confirm that the chat reaches your GoHighLevel conversations area.

  4. Check the contact record to ensure all captured details (default and custom fields) are saved correctly.

Based on your tests, you can refine:

  • Which fields are required or optional.
  • The wording of the form labels and placeholders.
  • Welcome text and branding to encourage more completions.

Connect GoHighLevel Live Chat With Your Workflows

Once visitor data is flowing into GoHighLevel, you can integrate it with your larger marketing and support systems.

  • Automation: Trigger workflows when a new chat contact is created.
  • Pipelines: Move chats that turn into leads into sales pipelines.
  • External tools: Sync data with project and support tools, and coordinate consulting help from platforms such as Consultevo.

With structured data collected before each conversation, you can route chats more intelligently and follow up more effectively.

Reference: Official GoHighLevel Article

For the original platform documentation that this guide is based on, see the official help center article: Collect visitor details before live chat starts.

Use that resource alongside this step-by-step guide to configure, test, and optimize the visitor information form in your GoHighLevel website chat widget.

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