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Forms are only available to teams on the Pro subscription.
Forms provide a powerful way to create standalone, embeddable chat experiences for specific use cases. Unlike the messenger widget which provides a general conversational interface, forms are purpose-built for collecting structured information through conversational interactions.

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Key Features

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Standalone Chat Experience

  • Create independent chat interfaces separate from your main messenger
  • Embed on landing pages, contact pages, or specific product pages
  • Maintain separate conversation contexts for different purposes

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Structured Data Collection

  • Manual Collection: Agent explicitly asks users for specific information
  • AI-Inferred Collection: Agent extracts information naturally from conversation context
  • Support for multiple field types: text, number, decimal, and boolean
  • Required and optional fields with validation

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Agent Customization

  • Choose which agent handles form conversations
  • Override agent instructions specifically for each form
  • Customize first message, conversation starters, and human fallback
  • Enable only specific tasks per form

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Form Management

  • Draft Status: Configure forms safely before going live
  • Live Status: Enable forms for public access
  • External IDs: Link form responses to external systems
  • Preview & Testing: Test forms before deployment

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Benefits

  • Higher Conversion Rates: Natural conversations reduce form fatigue and improve completion rates
  • Better Data Quality: Agents ask clarifying questions and validate inputs contextually
  • Personalized Experiences: Tailor agent behavior, branding, and settings per form
  • Seamless Integration: Connect to your knowledge base, tasks, and unified inbox