Forms

Create custom forms to collect structured data from users during conversations.

What are Forms?

Forms allow you to collect structured information from users within the chat interface. Instead of asking questions one by one, you can present a complete form with multiple fields, validations, and a submit button.

Forms are created separately and then attached to Form Nodes in your workflows.

Creating a Form

  1. Navigate to Studio → Forms
  2. Click Create Form
  3. Configure form properties (name, title, description)
  4. Add fields using the form builder
  5. Configure validations for each field
  6. Add instructions or guidelines if needed
  7. Save your form

Form Builder

The visual form builder lets you design forms with drag-and-drop simplicity:

  • Add fields by clicking the field type
  • Drag fields to reorder them
  • Click a field to edit its properties
  • Remove fields with the delete button
  • Preview the form in real-time

Supported Field Types

Forms support a variety of field types to collect different kinds of data:

Text
Free-form text input with length validations
Email
Email address with format validation
Number
Numeric input with min/max and step
Phone
Phone number input
File
File upload with type and size limits
Checkbox
Multiple selection options
Dropdown
Single selection from a list
Radio Button
Single selection with visible options
Toggle Switch
On/off boolean input
Star Rating
Rating input with configurable max
View detailed field type documentation

Using Forms in Workflows

Once created, forms are attached to Form Nodes in your workflows:

  1. Add a Form Node to your workflow
  2. Click the node to open settings
  3. Select Link Form and choose your form
  4. The form will display when the conversation reaches this node
  5. Form data is captured and available to subsequent nodes

Next Steps

Form Properties

Configure form name, title, description, and buttons

Field Types

Detailed guide for each field type and validations