Form URLs
Preview URL
- Available in draft or live status
- Used for testing before going live
- Fully functional but marked as preview mode
- Access via “Test” button in Forms table
Public URL
- Only available when form is enabled (live status)
- Used for production with real visitors
- Submitted data is processed normally
- Access via “Copy URL” button in Forms table
External IDs
Optional parameters that can be appended to form URLs. Purpose: Link form submissions to external systems (CRM records, campaigns, user sessions) Usage:- Enter external ID when copying a URL
- ID is automatically appended to URL
- Submissions include this ID in webhook payloads and API responses
Form Status
Draft (Disabled)
- Form is being configured
- Only preview URL is accessible
- Submissions not processed in production
Live (Enabled)
- Form is publicly accessible
- Public URL is active
- Submissions are processed and stored
- Data flows to integrations and webhooks
Enabling Forms
Prerequisites:- Agent is assigned and live
- All required configuration is complete
- Form passes validation
- Navigate to Forms section
- Toggle status switch to “Enabled”
- Form becomes immediately accessible via public URL
Disabling Forms
Toggle status switch to “Disabled” to take form offline.- Public URL becomes immediately inaccessible
- Preview URL remains accessible
Deleting Forms
Requirements:- Form must be disabled first
- Cannot be undone
- Disable the form
- Click “Delete” action
- Confirm deletion