Assistant forms
Add forms the assistant can surface automatically, collect submissions and review leads.
Add an Assistant FormAssistant forms let an assistant collect structured information from visitors — a name, an email, a question — right inside the chat. Each submission is stored…
Configure Form FieldsForm fields define exactly what an assistant form collects. Each field has a type that controls how it's shown and what a visitor can enter.
Surface a Form AutomaticallyBy default a form is visitor-initiated — it appears when the visitor opens it. An activation trigger turns the form into something the assistant can reach for…
Review LeadsLeads are the submissions an assistant form has captured. They live under the assistant's Associated data (its leads view), separate from the memory dataset the…
Export LeadsForm submissions are stored in an associated dataset linked to the assistant. You can export this dataset to work with the leads outside Seekdown — in a…
Launch an assistantEvery assistant setting explained — behavior, search, security, appearance, and more.
Deploy an assistantEmbed the assistant, generate keys and set allowed origins.
Best practicesConfiguration recipes for support, catalog, blog, internal and lead-gen assistants.
Linked servicesLet the assistant call your external APIs securely through a server-side proxy.
Connect MCP clientsExpose your assistants as tools for Claude, Copilot, Codex and other MCP clients.