Maya Ortizmaya@example.comHot
Wants a celebration cake for 40 people.
- Date
- June 14
- Guests
- 40
- Status
- New
Features
The right form, at the right moment.
Build simple forms once, then let your agent use them: before the chat starts, or when a visitor asks for a quote. Every answer is kept with the conversation.
Could you do a cake for 40 people on June 14?
We can. Large celebration cakes start at 40 servings. Can I take your name and email so the team can send you a quote?
Maya Ortiz, maya@example.com
Thanks, Maya. The team will email you a quote today.
How forms work
Build a form
Name, email, phone, short or long text, choices and a checkbox. Up to 10 fields.
Tell your agent when
Ask before the chat (optional or required), or describe the moment, like “when the visitor asks for a quote”.
See every answer
Answers are kept with the conversation. Export them as a spreadsheet whenever you like.
Before the chat, or in the middle of it.
Before the chat: optional
Visitors can fill it in or skip it and start asking.
Before the chat: required
Visitors fill it in first, so every conversation starts with their details.
When something happens
Your agent shows the form when the situation you describe comes up, like a quote request.
Questions about forms
- Do I get notified?
- Yes. The people you choose get an email for each submission, with the form’s name and a link to the conversation.
- Can I export the answers?
- Yes. Download a CSV with one row per submission, one column per field, and a link to each conversation.
- Is it on every plan?
- Yes. Forms are on every plan, including the free trial.
- Isn’t this what lead capture does?
- Lead capture can use one of your forms, or ask in the chat. Forms are for anything else you want to collect.
Let your website do the talking.
Start your free trial with the website you already have.