Form Node

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

Overview

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

How It Works

Create a form in Studio → Forms
Add a Form Node to your workflow
Link the form to the Form Node
When the conversation reaches this node, the form is displayed
User fills out and submits the form
Form data is captured and available for subsequent nodes

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 node will be skipped during workflow execution until a new form is linked.

Accessing Form Data

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

Condition Nodes: Create rules based on form field values
Agent Nodes: Include form data in the conversation context
Action Nodes: Use form data in emails, API calls, or tickets
Static Message Nodes: Insert form values as dynamic variables

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

Form States

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

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 Condition Node after the Form Node 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 Static Message Node 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.