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Basic Settings

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Form Name

Internal identifier for organizing forms. Not shown to users.

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Agent Assignment

  • Every form must be connected to an agent
  • Agent must be in “Live” status before form can be enabled
  • One agent can power multiple forms
  • Optional custom logo displayed at top of form
  • Recommended size: 250x150 pixels
  • Supports PNG, JPG formats

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Estimated Duration

  • Optional completion time estimate
  • Options: 1, 5, 10, 15, or 30 minutes
  • Displayed to users when they start the form

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Agent Overrides

Override specific agent settings for this form. All overrides are optional.

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Custom Instructions

Replace the agent’s default instructions with form-specific instructions.

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Custom First Message

Replace the agent’s default greeting with a form-specific welcome message.
  • Supports multiple languages
  • Users see the greeting in their selected language

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Custom Conversation Starters

Replace default conversation starters with form-specific quick replies.
  • Maximum 4 starters per form
  • 100 character limit per starter
  • Supports multiple languages
  • Only shown on first message

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Custom Human Fallback

Replace the agent’s default human fallback message with form-specific escalation handling.

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Task Selection

Choose which agent tasks are available in this form.
  • By default, all agent tasks are available
  • Enable override to select specific tasks only
  • Only active tasks can be selected

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Form Structure

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Title

Main heading displayed at the top of the form.
  • Required for live forms
  • Supports multiple languages

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Description

Brief explanation of the form’s purpose displayed to users.
  • Optional
  • Supports multiple languages

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Form Inputs

Define data fields to collect from users.

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Input Types

Text - Single-line text input Number - Integer values only Decimal - Decimal/floating-point numbers Boolean - True/false values

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Input Configuration

Each input field requires: Key (Required)
  • Unique identifier for the field
  • Used in webhooks and API responses
  • Format: lowercase with underscores (e.g., first_name)
  • Auto-generated from name, can be edited
Name (Required)
  • Display name for the field
  • Shown to users during collection
Description (Required)
  • Explains what information is needed
  • Used by agent to understand collection requirements
Required
  • Mark if field must be collected
  • Agent ensures required fields are obtained

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Collection Mode

Manual Collection
  • Agent explicitly asks user for this field
  • User provides value in response
AI-Inferred Collection
  • Agent extracts value from conversation context
  • No explicit question required
  • May not be collected if context is insufficient
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