Pass hidden field values from chat sessions through to the CRM
released
Taylor Jennings
When a visitor engages with the chat widget, contextual tracking data already exists on the page, such as CRM campaign IDs, UTM parameters, and ad click IDs. Currently, this metadata cannot be injected into the chat AI session and is therefore dropped, never making it into the CRM record.
Hidden field values captured at the page or form level should be passed through the chat AI session and written to the corresponding CRM record on completion, mirroring how hidden fields work in Concierge flows.
Without this, teams lose attribution data on every chat-sourced lead. They cannot tie chat conversions back to specific campaigns or ad spend, which breaks reporting and makes it impossible to optimize paid channels that drive chat traffic.
Taylor Jennings
marked this post as
released
See support article for more: https://help.chilipiper.com/hc/en-us/articles/50205484604051-Setting-up-Smart-Parameters-for-Chat