Forms & Surveys — Collect Data from Your Website Visitors

Introduction

Answe forms appear within the conversation flow, making data collection feel natural rather than like filling out a boring form. Attach forms to any answer option to collect names, emails, phone numbers, feedback, or any custom data.

How It Works

Creating a Form

1. Create a question and add an answer option
2. Click the option and choose "Add Form"
3. Use the form designer to add fields:
   • Text — Single-line text input
   • Email — Email with validation
   • Phone — Phone number with validation
   • Textarea — Multi-line text for longer responses
   • Dropdown — Select from predefined choices
   • Checkbox — Yes/no toggle

Form Templates

Start faster with pre-built form templates:

• Contact Form — Name, email, message
• Newsletter Signup — Email and preferences
• Feedback Form — Rating and comments

Viewing Responses

All form submissions appear in your Chat Inbox with the full conversation context. You can:

• See each field value
• Track when it was submitted
• Reply to the submitter
• Export data

Key Benefits

• Conversational — Forms appear as part of a conversation, not a standalone page
• Validation — Built-in email and phone validation
• Multiple field types — Text, email, phone, textarea, dropdown, checkbox
• Templates — Pre-built forms for common use cases
• Conditional flows — Show different follow-ups based on form answers
• Analytics — See which fields are most/least filled out
• No page reload — Smooth inline submission

Getting Started

1. Create a question with answer options
2. Add a form extension to an option
3. Configure your fields
4. Embed and start collecting data

Related

• Chat Inbox — View form submissions
• Leads & CRM — Track all submissions with contact info and status
• Analytics & Insights — Form field analytics
• AI Agents — Process form data with AI
• Template Gallery — Pre-built form templates