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Users

The registration form is a pre-chat form that collects visitor information before they can start chatting. Use it when you need a name, email, or other fields before the first message.

Configure everything under Settings → Users. The help link on Require registration points here.

Require registration

OptionBehavior
DisabledVisitors can chat without signing up (subject to privacy message and other settings)
Registration formShow sign-up only
Login formShow sign-in only (email + password)
Registration and login formShow both; visitors can switch between create account and sign in

Password fields appear when Registration and login form is selected (create account flow includes password + repeat password).

Minimal pre-chat form

To ask for only an email or only a name:

  1. Set Require registration to Registration form.
  2. Open Registration fields and enable only the fields you need (for example Email with Required, or leave only the default first name field).
  3. Customize copy under Registration form (title, message, button, success message, terms/privacy links).

First name is always available in the form builder; other fields are optional checkboxes with separate Required toggles.

Registration form copy

Edit Settings → Users → Registration form:

FieldPurpose
Form titleHeading above the form
Form messageIntro text
Success messageShown after successful sign-up
Button textSubmit label (default: Create account)
Terms link / Privacy linkOptional URLs linked from the form

Optional:

  • Include custom fields — adds Custom fields from Settings → Users → Custom fields to the form.
  • User details in success message — appends submitted values to the success message.

Login form

When Login form or Registration and login form is active, edit Login form (title and message). Visitors can use Forgot password when login is enabled — see Login link and forgot password.

External registration page

Registration link — instead of the built-in form, redirect visitors to your own URL (for example your site’s sign-up page). The widget still enforces Require registration before chat.

Scheduling and availability

SettingEffect
Disable registration during office hoursRegistration/login only outside office hours
Disable registration if agents onlineRegistration/login only when all agents are offline

Duplicate email and OTP

If someone tries to register with an email that already exists, Aysali Bot sends a one-time code so they can prove ownership and sign in instead of creating a duplicate account. This can happen even when Email verification is disabled.

Details: OTP email verification.

Auto-login via URL

You can sign visitors in without showing the form:

Login token (query string)

After a user receives a login link email, opening the chat page with the token query parameter logs them in automatically. The token is removed from the browser address bar after use.

Example shape (your host and token value will differ):

https://your-site.example/page-with-chat?token=USER_TOKEN_HERE

Pre-filled user (SB_DEFAULT_USER)

On the page that embeds the chat, define a JavaScript object before the chat script loads to pass profile data for automatic add-user-and-login:

<script>
  var SB_DEFAULT_USER = {
    first_name: 'Jane',
    last_name: 'Doe',
    email: '[email protected]',
    extra: { phone: ['+1234567890', 'Phone'] }
  };
</script>
<!-- then your Aysali Bot embed script -->

If the email or phone already exists, the widget retries without the conflicting field. When SB_DEFAULT_USER includes an email, the pre-chat registration form may be skipped for new visitors.

Other useful query parameters on the chat page include conversation (open a thread), chat=open (open the widget), and rating (post-conversation rating).

SettingTopic
Register all visitorsCreates user records for all visitors vs only when they start a chat
Email verificationOTP on new registration — users information
Login verification URLExternal auth for login — users information