Form Actions
Form actions let your chatbot present interactive forms within the conversation. Visitors can fill in fields like their name, email, phone number, and more — all without leaving the chat.When to Use Forms
Form actions are perfect for:- Lead collection — Capture visitor contact information
- Support requests — Collect details about an issue (name, email, description)
- Feedback surveys — Ask visitors for their feedback after a conversation
- Booking requests — Gather appointment preferences and contact details
- Quote requests — Collect project requirements and contact info
Creating a Form Action
Add form fields
Add the fields you want visitors to fill in. For each field, configure:
- Field label — What the visitor sees (e.g., “Your Name”)
- Field type — The kind of input (text, email, phone, etc.)
- Required/Optional — Whether the field must be filled in
Available Field Types
| Field Type | Description | Use Case |
|---|---|---|
| Text | A single line of text | Names, short answers |
| An email address (validated format) | Contact information | |
| Number | Numeric input | Quantities, order numbers |
| Tel (Phone) | A phone number | Contact information |
| Date | A date picker | Appointment dates, deadlines |
| Textarea | A multi-line text area | Descriptions, detailed messages |
How Visitors See Forms
When the chatbot triggers a form action during a conversation, the form appears directly in the chat window. Visitors fill in the fields and click a submit button. The data is captured and stored as a submission.Viewing Form Submissions
After visitors submit forms:- Go to the Custom Actions tab
- Click on your form action
- View the Submissions section to see all collected data
Validation
Form fields include built-in validation:- Email fields check for valid email format
- Required fields must be filled before the form can be submitted
- Number fields accept only numeric input