Skip to main content
A form action lets your bot show a short form right inside the chat. The visitor fills it in – name, email, a message – and submits without leaving the conversation. A dental clinic might add an “Open a support ticket” form, or a SaaS app a “Book a demo” form. When the visitor submits, two things happen: Chatref saves the entry so you can read it later, and sends it to a webhook URL you choose, so it can land in your own tools.

​
What you configure

  • Form title and description – a heading and a line of context shown above the fields.
  • Fields – the inputs the visitor fills in (see below).
  • Submit Button Text – the label on the submit button, e.g. “Send request”.
  • Webhook URL – where Chatref sends the submission.
  • Headers (optional) – extra header keys and values your endpoint needs, such as an auth token.
  • Retries (optional) – how many times Chatref retries if the webhook fails.
Each field has its own settings:

​
Supported field types

A select field needs at least one option. Add the choices when you set up the field, or the drop-down will be empty.

​
Create a form action

1

Open the Actions tab

In your agent’s dashboard, go to the Actions tab and create a new action.
2

Choose Form

Pick Form as the action type.
3

Name it and describe when to use it

Give the action a clear name like “Book a demo”, and a description that tells the AI when to fire it – for example, “Use this when a visitor wants to book a demo.”
4

Add your fields

Click Add Field for each input. Set its Name, Label, Type, and whether it’s Required. For a demo form you might add Name (text), Work email (email), and Preferred date (date).
5

Set the submit button and webhook

Enter the Submit Button Text, then the Webhook URL where submissions should go. Add any Headers and a Retries count if your endpoint needs them.
6

Save

Save the action. Your bot can now show this form whenever the conversation matches your description.
Offer a form at the right moment – usually after the bot has answered the visitor’s first questions and they want to follow up with your team. The clearer your description, the better the AI’s timing.

​
Seeing submissions

Every form submission is saved in the Action Submissions table – see Custom Actions for how to read it.

​
Next steps

Custom Actions

How actions work and the three types.

Button action

Add a one-tap button instead of a form.

API / Webhook action

Let the bot call your API directly.

Inbox

Read the chats where the form was shown.