Pre-Chat Consent

Require visitors to agree to a disclaimer or consent text before they can start chatting. This is useful for GDPR compliance, HIPAA-adjacent workflows, or any scenario where you need explicit agreement before a conversation begins.

How to get there: Go to AI agents in the left menu → click your chatbot → Leads → Customer Data in the sidebar.

How It Works

When you set a pre-chat consent text, visitors will see a checkbox with your message after they type their first message. They must check the box and click Continue before the conversation starts.

The flow works like this:

1. Visitor types their first message
2. The consent form appears with your custom text and a checkbox
3. Visitor checks the box and clicks Continue
4. The message is sent and the conversation begins normally

If you also have training tags enabled, the consent step happens first, followed by the tag questions.

Setting Up

1. Go to your chatbot settings
2. Scroll down to the Chat Interface section
3. Find the Pre-Chat Consent field
4. Enter your consent text

5. Save your changes

The consent form will appear immediately for new conversations.

Example Texts

• "You are going to chat with an AI. Do you consent?"
• "By continuing, you agree to our Terms of Service and Privacy Policy."
• "This chat is powered by AI. Your messages may be used to improve our service. Do you agree?"
• "I consent to having my data processed for the purpose of this conversation."

Tracking Consent

When a visitor gives consent, the timestamp is automatically stored in the conversation metadata. You can see it in the inbox on the conversation detail:

The consent_given_at field shows the exact date and time the visitor agreed, which can be useful for compliance records.

Tips

• Keep the consent text short and clear
• Leave the field empty to disable the consent step entirely
• The consent text supports up to 1,000 characters
• Consent is collected once per conversation — returning visitors in the same session won't be asked again