Forms allow you to collect structured user input within agents flows. This guide provides a step-by-step approach to creating and configuring forms efficiently.
1. Adding a Form in the Flow Builder
To collect user input, a Form block can be added to the chatbot flow.
Steps to Add a Form Block:
Go to the Studio.
Click "Add Message" and select "Form".
A new form block will appear in the flow.
Click the form block to configure its fields.
2. Adding Fields to the Form
A form consists of various field types to capture specific user inputs.
Steps to Add Fields:
Click "Select Field Type" in the form settings panel.
Choose the appropriate field type from the available options:
Single Line Text – Short text responses.
Multi-Line Text – Longer user inputs.
Number – Numeric values only.
Email – Captures valid email addresses.
Phone – Stores contact numbers.
Checkbox – For multiple selections.
Radio – For single-choice options.
Select – Dropdown menu selection.
Range – Captures numeric ranges.
Date – Accepts date input.
File – Allows users to upload files.
Password – Hides input for secure data entry.
Click "Add Field" to insert the selected field. Repeat the process for multiple fields.
To make forms skippable, simply select the "Skip" checkbox.
3. Configuring Form Storage
Once fields are added, the form responses need to be stored for future use.
Steps to Store Form Data:
Under the "Store Into" section, select the appropriate storage variable.
Assign a variable that corresponds with the expected data type.
Ensure variables are properly mapped to avoid data loss.
4. Handling No Response and Unsupported Paths
To ensure seamless form handling, configure response paths for different scenarios.
Handling No Response:
Click "Add No Response" to define the bot’s behavior when a user does not respond.
Unsupported Integrations Path:
Forms are only supported in our widget
For other integration you can use the "Unsupported Integrations Path" to a continuous flow execution.
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