Add an Assistant Form

Assistant forms let an assistant collect structured information from visitors — a name, an email, a question — right inside the chat. Each submission is stored as a lead you can review later under the assistant's Associated data.

A form can appear two ways:

  • The visitor opens it — for example a "Contact us" prompt in the conversation.
  • The assistant surfaces it automatically — give the form an

activation trigger and the assistant decides, from what the visitor is asking, when to show it (for example, offering a "Book a demo" form the moment someone asks about pricing). You don't script this in the behaviour instructions — the assistant treats the form as a tool it can reach for.

Either way, a submission is stored as a lead in exactly the same place.

The lead flow — a visitor chats, the assistant shows a form, the visitor submits it, the entry is stored as a lead, and you review it under Associated data.
The lead flow — a visitor chats, the assistant shows a form, the visitor submits it, the entry is stored as a lead, and you review it under Associated data.

Before You Start

  • Open the assistant you want to collect leads with.
  • Decide what to collect — keep it to the few fields you'll actually use.

Steps

  1. Open the assistant's Settings.
  2. Open the Forms tab.
  3. Choose Create New Form.
  4. Give it a Form Title and a short description — this is what visitors see above the fields.
  5. Add the fields you need (see Configure Form Fields).
  6. Optionally write a Confirmation Message — the text a visitor sees after they submit (for example, "Thanks — we'll be in touch within one business day."). Leave it empty to use the default confirmation.
  7. Optionally set an Activation trigger so the assistant can offer the form on its own (see Surface a Form Automatically).
  8. Save the assistant configuration.

Keep forms short

A form is usually just two or three fields (for example name, email, and one question). Visitors can skip a form unless you mark its fields required, so ask only for what you'll act on — longer forms get abandoned.

The assistant's Forms tab with an example form expanded to show its fields — key, title, type, and whether each is required (sample data).
The assistant's Forms tab with an example form expanded to show its fields — key, title, type, and whether each is required (sample data).

Verify the Result

Open the assistant in the playground and submit the form as a visitor would. The submission should then appear under the assistant's leads.

Troubleshooting

  • If Leads / Associated data is missing, confirm the assistant has a saved form.
  • If visitors don't submit the form, shorten it and make the prompt clearer.
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