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ECHO-748 Accept URL parameters for tags, title, and participant_name #875

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ECHO-748 Accept URL parameters for tags, title, and participant_name #875

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72ae741
ECHO-748 Accept URL parameters for tags, title, and portal language
dembrane-sam-bot Jul 23, 2026
10c944a
ECHO-748 Simplify and limit URL parameters per operator instructions
dembrane-sam-bot Jul 24, 2026
374046e
ECHO-748 Restore backwards-compatible prefill parameters as aliases
dembrane-sam-bot Jul 30, 2026
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2 changes: 1 addition & 1 deletion echo/docs/portal_prefilling.md
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Original file line number Diff line number Diff line change
Expand Up @@ -13,7 +13,7 @@ you can append the following query parameters to any portal start URL (like `htt
| parameter | description | example |
|---|---|---|
| `skipOnboarding` | when set to `1`, skips the introductory tutorial slides and goes directly to the conversation start screen. | `skipOnboarding=1` |
| `participant_name` or `name` | prefills the participant's name on the initiation page. if onboarding is skipped and the name is prefilled (or name is not required), the conversation will initiate *automatically*. | `participant_name=Alice` |
| `participant_name`, `name` or `title` | prefills the participant's name (or session title, like a table number) on the initiation page. if onboarding is skipped and the name is prefilled (or name is not required), the conversation will initiate *automatically*. | `participant_name=Alice` |
| `participant_email` or `email` | prefills the participant's e-mail address. this is automatically passed to the language model and database to associate the conversation with their e-mail. | `participant_email=alice@work.com` |
| `tags` or `tag_id_list` | a comma-separated list of tag IDs or tag names to apply to the conversation. names are matched *case-insensitively* against the project's tags. | `tags=Bug,Feature` |
| `general_feedback` or `feedback` | prefills the text input box for the conversation. if this parameter is present, the portal starts the participant *directly in text input mode* and presets this feedback. | `general_feedback=the+platform+is+very+easy+to+use` |
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13 changes: 10 additions & 3 deletions echo/frontend/src/components/participant/ParticipantInitiateForm.tsx
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Original file line number Diff line number Diff line change
Expand Up @@ -36,11 +36,18 @@ export const ParticipantInitiateForm = ({ project }: { project: Project }) => {
const [readyValues, setReadyValues] = useState<FormValues | null>(null);

const defaultName =
searchParams.get("participant_name") || searchParams.get("name") || "";
searchParams.get("participant_name") ||
searchParams.get("title") ||
searchParams.get("name") ||
"";
const defaultEmail =
searchParams.get("participant_email") || searchParams.get("email") || "";
searchParams.get("participant_email") ||
searchParams.get("email") ||
"";
const defaultTagsParam =
searchParams.get("tags") || searchParams.get("tag_id_list") || "";
searchParams.get("tags") ||
searchParams.get("tag_id_list") ||
"";

const defaultTagIdList = useMemo(() => {
if (!defaultTagsParam) return [];
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