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Forms let your AI chatbot collect structured data from visitors—like feedback, contact details, or survey responses—directly inside the chat. Instead of redirecting visitors to external pages, the chatbot presents a form when it detects the right intent.

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How It Works

  1. You create a form with the fields you need
  2. You give the AI instructions on when to show it
  3. When a visitor asks something relevant, the AI presents the form in the chat
  4. The visitor fills it out and submits—you get the data instantly
The AI decides when to show a form based on your instructions. Write clear, specific instructions so the AI triggers the form at the right moment.

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Creating a Form

1

Navigate to Forms

Go to Dashboard → select your website → Forms in the sidebar
2

Click Create Form

Click the Create Form button to open the form builder.
3

Fill in Form Details

  • Name (required): A clear name like “Product Review Form” or “Contact Request”
  • Description: Brief text shown to visitors above the form
  • AI Instructions: Tell the chatbot when to show this form (e.g., “Show when a visitor wants to leave a product review or feedback”)
4

Add Fields

Click Add Field and configure each field’s type, label, placeholder, and whether it’s required. See Field Types below for all options.
5

Preview and Save

The live preview on the right shows how your form will look to visitors. Click Create Form when you’re done.
Write specific AI instructions. “Show when visitor asks about pricing or quotes” works better than “Show when needed.”

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Field Types

Forms support 8 field types to cover most data collection needs:
TypeDescriptionUse For
TextSingle-line text inputNames, short answers
EmailEmail input with validationEmail addresses
NumberNumeric inputQuantities, ages
Long TextMulti-line text areaFeedback, descriptions
DropdownSelect one from a listCategories, departments
Radio ButtonsChoose one optionYes/No, ratings, choices
CheckboxSingle toggle (checked/unchecked)Agreements, confirmations
Rating (1-5 Stars)Star rating selectorSatisfaction scores

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Field Configuration

Each field has:
  • Label (required): The question or prompt shown to visitors
  • Type: The input type from the list above
  • Placeholder: Hint text inside the field (not available for Checkbox and Rating)
  • Required: Whether the visitor must fill in this field before submitting
For Dropdown and Radio Buttons, you also configure a list of options that the visitor can choose from.

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Reordering Fields

Use the up/down arrows on each field to change the order. Fields appear to visitors in the order you set.

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AI Instructions

AI Instructions tell your chatbot when to display a form. This is the most important part of form configuration—if the instructions are unclear, the AI won’t know when to act.

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Writing Good Instructions

  • “Show when a visitor wants to leave a product review or feedback about their purchase”
  • “Show when a visitor asks for a quote, pricing information, or wants to discuss custom plans”
  • “Show when a visitor expresses interest in becoming a partner or reseller”
  • “Show when a visitor wants to schedule a demo or consultation call”
You can create multiple forms per website, each with different AI instructions. The AI will pick the right one based on the visitor’s message.

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Enabling and Disabling Forms

Forms are enabled by default when created. You can toggle a form on or off from the Forms list page without deleting it.
  • On: The AI can see and show this form to visitors
  • Off: The form is hidden from the AI—visitors won’t see it

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Viewing Submissions

Every form submission is stored and accessible from your dashboard.

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View Submissions for a Form

Each form in the Forms list has a submissions count badge. Click the form’s menu to view its submissions. Each submission shows:
  • All field values with their labels
  • Formatted values (e.g., “4/5 stars” for ratings)
  • Submission date and time
  • Visitor ID and conversation ID

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Email Notifications

By default, you receive an email notification when a visitor submits a form. The email includes:
  • Form name
  • Website name
  • All submitted field values
  • A link to view the submission in your dashboard

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Sample Use Cases

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Product Reviews

Collect customer feedback with ratings and detailed reviews.

Form Details

Name: Product Review
AI Instructions: “Show when a visitor wants to leave a review, feedback, or rate a product”

Fields

  1. Text — “Product Name” (required)
  2. Rating — “Overall Rating” (required)
  3. Long Text — “Your Review” (required)
  4. Text — “Reviewer Name”

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Quote Requests

Capture lead information when visitors ask about pricing.

Form Details

Name: Request a Quote
AI Instructions: “Show when a visitor asks about pricing, quotes, custom plans, or wants to discuss business terms”

Fields

  1. Text — “Full Name” (required)
  2. Email — “Email Address” (required)
  3. Text — “Company Name”
  4. Dropdown — “Interest” (required): Sales, Support, Partnership, Other
  5. Long Text — “Tell us about your needs” (required)

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Customer Support Tickets

Collect issue details before escalating to your support team.

Form Details

Name: Support Ticket
AI Instructions: “Show when a visitor has a technical problem, wants to report a bug, or needs help that requires follow-up”

Fields

  1. Text — “Full Name” (required)
  2. Email — “Email Address” (required)
  3. Dropdown — “Issue Type” (required): Billing, Technical, Account, Other
  4. Text — “Order/Reference Number”
  5. Long Text — “Describe the issue” (required)

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Event Registration

Sign visitors up for webinars or events.

Form Details

Name: Event Registration
AI Instructions: “Show when a visitor wants to register for an event, webinar, workshop, or demo”

Fields

  1. Text — “Full Name” (required)
  2. Email — “Email Address” (required)
  3. Text — “Company”
  4. Number — “Number of Attendees”
  5. Dropdown — “Session” (required): Morning, Afternoon, Evening

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Newsletter Signup

Collect email subscriptions directly in chat.

Form Details

Name: Newsletter Signup
AI Instructions: “Show when a visitor wants to subscribe to the newsletter, get updates, or stay informed”

Fields

  1. Text — “First Name” (required)
  2. Email — “Email Address” (required)
  3. Checkbox — “I agree to receive marketing emails” (required)

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Editing and Deleting Forms

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Edit a Form

Click the pencil icon on any form to modify its name, description, AI instructions, or fields. Changes take effect immediately.

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Delete a Form

Click the trash icon and confirm. Deleting a form permanently removes all its submissions. This action cannot be undone.
Deleting a form also deletes all submissions for that form. Consider exporting important data before deleting.

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How Visitors Experience Forms

When a visitor interacts with your chatbot and the AI decides a form is relevant:
  1. The AI sends a brief message (e.g., “I’d love to get your feedback! Please fill out this quick form:”)
  2. The form appears inline in the chat with all configured fields
  3. The visitor fills in the fields and clicks Submit
  4. Required fields are validated before submission
  5. A success message confirms the submission
  6. The conversation continues normally
Visitors never leave the chat—the entire experience happens inside the widget.

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Best Practices

Keep Forms Short

3-5 fields is ideal. Long forms reduce completion rates.

Specific AI Instructions

Describe exactly when to show the form. Vague instructions lead to missed triggers.

Mark Key Fields Required

Only mark fields as required if you truly need the data. Optional fields increase completion rates.

Test Before Going Live

Use the preview in the form builder and test via the chatbot to verify the experience.

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Troubleshooting

  • Check the form is enabled (toggle is On)
  • Review your AI Instructions—make them more specific
  • Try phrasing your test message differently to match the instructions
  • Ensure the form has at least one field
  • Check if multiple forms have overlapping AI instructions
  • Make each form’s instructions distinct and specific to its purpose
  • Check the Submissions page in your dashboard
  • Verify the form is enabled
  • Check your email notifications settings

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Next Steps

Custom Tools

Connect your chatbot to external APIs

Human Handoff

Escalate to live agents

Best Practices

Optimize your chatbot setup