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Dynamic forms
Last updated on
December 10, 2024

Form flow

This article will guide you via different types of questions and configurations that can be utilized in the chat flow.

The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).

Native integrations

Getting started with Dynamic form

Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:

Setup the chat flow

You can navigate to the Chat flow section in the tool builder by clicking on Flow:

Questions can be added into the flow by clicking on Add question and selecting a question from the left pane. You can edit the properties of the question by clicking on Properties:

The last question in the chat flow would be set by default as the Thank you statement. The chat flow would be re-directed to this statement if you have a "Send lead" or "Stop" jump.

let's have a look at each element to get a better understanding:

Statement

To be simple, this is a line of sentence which you can include anywhere in your conversation as a message. If your message is too long, it can be broken down into paragraphs for the customer to read easily.

Text question

This is a statement with a form via which the customers can submit their data. You can add more fields into the form, such as Name, Address, Number, etc by selecting an option within it and pressing enter. The data collected can be sent as lead by configuring the jump(ADD LINK).

Form

This is similar to the Text statement but this comes with pre set text areas, which are Name, Email, Phone, and Message. You can easily customize these fields and if you do so, make sure that you update the validations.

Select one

This is a statement with a few options from which one option can be selected. The Element and it's option can be configured to jump to different sections of the flow or run custom actions.

Select multiple

This is a statement with the option to choose multiple answers.

File upload

This allows the user to upload any type of files.

Calendar

This would allow the customer to select a date and/ or time.

Loan calculator

Range

This can be used in Form, Side bar, and Pop up tool types.

Summary

Note that the elements that can be added into the flow differ based on the bot type.