Ask with a purpose
Choose the fields that help your team act. Explain why sensitive information is needed before requesting it.
Conversational intake and forms
Ask for the details that make the next step possible.
Collect the information needed for an enquiry without leaving staff to piece it together from unrelated messages.
Use the right format
Supported forms can appear inside website chat. Hosted form links can be used on other supported channels.
Review the answers in context
Use submitted information alongside the conversation before making the next decision.
In your workspace
The right questions, in the right format.
- Create an intake and define questions, conditions, and required details.
- Choose which answers should be saved to the customer record.
- Let the AI collect them, or choose Send form from the inbox.
- Review the submission and the configured next action.
What happens next
Staff can use the collected information in the relevant workflow.
What to know before you start
A submitted form is not automatically an approved application, order or booking. The next action follows your setup.
Your questions, answered
Can I send a form through WhatsApp or Instagram?
The supported messaging path sends a hosted form link. The customer fills it in their browser. The website widget can display a form directly inside chat.
Can questions depend on earlier answers?
Yes. Configure conditional questions so the intake asks for the details relevant to that request.
Where are the answers stored?
The submission stays connected to the conversation. Answers configured for contact mapping are also saved on the customer record.
Connected capabilities
AI conversation controlsGive your AI a clear job and clear boundaries.Cross-channel conversationsKeep useful customer information close to the conversation.Shared team inboxThe assigned teammate can review and continue the conversation.Secure file uploadsAuthorized staff can review the file and continue the work.