How to Restrict Query Submission Until Required Details Are Provided

This article explains how to configure your workflow to prevent requesters from submitting queries until all required fields are completed by the user. To enable this feature, you can add the Manage Inputs block and ensure that both the Requester Input and Agent Input options are disabled in your workflow.

In the example provided below, the workflow is set up to collect the customer’s name and email. This configuration ensures that the requester cannot proceed with additional queries until the customer provides their name and email.

To set this up, follow these steps:

     1. Click the more options on the Conversation Created block.

     2. Select Insert Next, go to Actions, and select Manage Inputs.

     3. Verify that the checkboxes for Requester Input and Agent Input are unchecked.                                                                                                       

   4. Once the Requester Input and Agent Input options are disabled, the reply section will be shown below                     

• Reply section disabled and hidden from widget UI
                                                                                                                                                                                                                                                                                         
• Reply section disabled in Agent Portal