Display the Pre-Chat Survey only to custom portal

Yathvika
Tera Contributor

‎03-19-2026 11:17 PM

Hello Community,

I'm new to Virtual agent. We are configuring the Pre-Chat survey with direct Live Agent Escalation.

Here we have created the Agent Chat Configuration for the portal required and with specific branding key. This works good. Later created the Pre-Chat Survey in Conversational Interfaces-> Settings by adding the survey created in survey designer(plz find attached) but the configuration is being visible in other portals eg., esc or csp, whatever change we are doing in our portal same is reflecting in other portals and like wise.

How to we restrict this change/configuration should only occur in the required portal and not touching the others. which condition should be given in pre-chat survey configuration to apply it only to specific portal ?

Thanks

 

 

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sanjaygupta
Mega Guru

Friday

 

I think the issue is that Pre-Chat Survey Configuration is managed centrally, while Agent Chat Configuration can be portal-specific.

You can try the following:

  • Create separate Pre-Chat Survey Configurations for each portal.

  • Check whether the portal context variable is available in the Condition field.

  • Use it to restrict the survey to your required portal.

  • Set the appropriate Order if multiple configurations exist.

  • Keep separate Agent Chat Configurations for each portal.

If the portal variable isn't available in the condition builder, you may need a supported customization to pass the portal context.

I'd first verify this in your instance before modifying the out-of-box configuration.

 

Hope you find this helpful, if so do gives a thumbs up.

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