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Documentation Index

Fetch the complete documentation index at: https://docs.chatref.ai/llms.txt

Use this file to discover all available pages before exploring further.

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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.

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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

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Creating a Form Action

1

Go to Custom Actions

Open your agent’s dashboard and click the Custom Actions tab.
2

Create a new action

Click Create Action and select Form as the type.
3

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
4

Save

Save your form action.

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Available Field Types

Field TypeDescriptionUse Case
TextA single line of textNames, short answers
EmailAn email address (validated format)Contact information
NumberNumeric inputQuantities, order numbers
Tel (Phone)A phone numberContact information
DateA date pickerAppointment dates, deadlines
TextareaA multi-line text areaDescriptions, detailed messages

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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.

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Viewing Form Submissions

After visitors submit forms:
  1. Go to the Custom Actions tab
  2. Click on your form action
  3. View the Submissions section to see all collected data
Each submission shows the visitor’s responses along with the date and time.
Use form actions strategically. Present them at the right moment in the conversation — for example, offer a contact form after the chatbot has answered a visitor’s initial questions and they want to follow up with your team.

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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
This ensures you collect clean, usable data from every submission.