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Canned Replies, File Attachments and the Pre-chat Form in Vedain Live Chat

Vedain CRM·04-Aug-2026·3 min read

Fast, consistent answers win chats. Vedain's canned replies let agents insert saved answers in one keystroke, both sides of the conversation can share files, and the pre-chat form captures the visitor details your team needs before the first message is sent.

Canned replies: saved answers in one keystroke

  1. Go to Settings → Communication → Live Chat → Canned Replies.
  2. Add a shortcut (e.g. "pricing") and the full reply text.
  3. In the Live Chat composer, agents click the ⚡ button or type / to search and insert a reply.
  4. Replies are shared across the whole team, so everyone answers consistently.

File attachments

  • Visitors attach files with the 📎 paperclip in the widget — screenshots of an error, photos of a product, documents.
  • Agents attach files the same way from the Live Chat composer — send quotes, guides or forms directly into the conversation.
  • Files up to 7.5 MB are supported, covering common image, document and archive formats.
  • Attachments are stored with the conversation, so they're available later from the lead or ticket record.

The pre-chat form: capture the right details

Before a visitor's first message, the widget can collect their details. In the Pre-chat Form section you decide exactly what to ask:

  • Name, Email, Phone — each can be shown, required, or hidden.
  • One custom question — e.g. "Company name" or "Order number", shown as an extra field.
  • Keep Email required if you want every chat to create a lead and support ticket automatically.
  • Turn everything off for friction-free anonymous chats — you can always ask for details in conversation.

Where the captured details go

  • Name + email → a new lead (source "Chat Widget") or a link to the existing lead/contact with that email.
  • The custom answer appears in the visitor panel next to the conversation.
  • Everything is visible on the lead and contact record under Live Chats.

Frequently Asked Questions

Are canned replies personal or shared with the team?

Shared. Every agent sees the same library, which keeps answers consistent. Only users with edit permission on Live Chat settings can add or delete them.

What file types can be attached in chat?

Common formats — images (PNG, JPG, GIF, WebP), PDFs, Office documents, text files and ZIP archives — up to 7.5 MB per file.

Can I make the pre-chat form completely optional?

Yes. Mark fields as shown-but-not-required, or hide them entirely for anonymous chats. Note that without an email, a chat can't create a lead or a support ticket automatically.

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