Form step

Render custom forms within conversations to collect structured data from users.

Overview

The Form step allows you to display interactive forms during a conversation. When the chatbot reaches a Form step, the user sees a form interface where they can input information. Once submitted, the data is captured and can be used in subsequent steps.

How It Works

Create a form in Resources → Forms
Add a Form step to your chatbot
Link the form to the Form step
When the conversation reaches this step, the form is displayed
User fills out and submits the form
Form data is captured and available for subsequent steps

Configuration

Link Form

Select an existing form from your Forms library to display at this node. You must create the form first in the Forms section.

Unlink Form

Remove the currently linked form from this node. The step will be skipped during chatbot execution until a new form is linked.

Accessing Form Data

After a form is submitted, the data is available to subsequent steps:

Branchs: Create rules based on form field values
AI Agents: Include form data in the conversation context
Actions: Use form data in emails, API calls, or tickets
Messages: Insert form values as dynamic variables

Example: If your form has an email field, you can reference it in an Action to send a confirmation email to that address.

Form States

Forms can have different outcomes that you can handle in your chatbot:

Submitted

User completed and submitted the form. All validated data is available.

Cancelled

User closed or cancelled the form without submitting. No data is captured.

Use a Branch after the Form step to handle these different states and route the conversation accordingly.

Common Use Cases

Lead Capture

Collect contact information (name, email, phone, company) from potential customers.

Support Ticket Creation

Gather issue details, priority level, and contact info before creating a ticket.

Job Applications

Collect applicant information, resume uploads, and availability.

Feedback Collection

Gather ratings, comments, and suggestions from users.

Best Practices

1
Keep forms short
Only ask for essential information. Long forms have higher abandonment rates.
2
Provide context
Use a Message before the form to explain why you need the information.
3
Handle cancellations gracefully
If a user cancels, offer alternatives or ask if they need help with something else.