Agent Forms

A form your agent hands over at exactly the right moment

Instead of a static menu, your AI agent offers a native multi-screen form the instant the conversation calls for it — to book, to apply, to collect what it needs — captures a clean lead, and keeps chatting, on WhatsApp, Telegram, Messenger, or your website widget.

See it in motion

The agent reaches for a form

The agent decides when a form fits and hands one over seamlessly, the customer fills in the form without leaving the thread, and the answers/product preview come straight back as a recommendation.

  1. The agent offers it

    A question comes in and the agent decides a form fits, so it sends one as a card in the thread instead of asking twenty questions in a row.

  2. One tap, and it opens in the chat

    No link to a landing page and nothing to install — the form rises over the conversation the customer is already in.

  3. Seven screens, filled in place

    Choices, a photo upload and an email address at the end — each screen shaped by what has already been answered.

  4. The answers do something

    Submitting drops the customer back into the chat, where the agent uses what it just learned. Here, that is a product match.

Build your own agent

Publish one flow to four channels

Build it once and push the same form live to WhatsApp, Telegram, Messenger, and your website widget — each going live independently.

Use Cases

What teams build with Agent Forms

  • Match a shopper to the right product

    A few questions in the chat — skin type, size, budget — and the agent recommends from your own catalog. The answers do the choosing, so nobody scrolls a hundred products hoping.

  • Collect quote and order requests

    Capture the spec, the quantity, and the contact in a structured form the moment a prospect asks for a price, so sales gets a clean lead instead of a chat transcript.

  • Take returns and exchange requests

    Order number, reason, and a photo of the item captured in one structured form instead of six back-and-forth messages — and joined to the conversation it came from.

  • Capture pre-orders and back-in-stock interest

    When something is sold out, the agent takes the variant and a contact in a form, so you have a list to reach out to the day it lands.

  • Book a demo or appointment

    The agent qualifies the conversation, then hands over a date-and-time form to lock in a slot — no back-and-forth, no scheduling link to chase.

  • Take applications and intake

    Job applications, loan or membership intake, onboarding questionnaires — multi-screen forms with uploads and branching that collect everything in one pass.

What makes it different

Not a link to a form — the form, inside the chat

Most lead capture still sends people to a separate page and hopes they finish. This form lives in the conversation the agent is already having, then shows you exactly where it leaks — so you can fix it.

    The agent decides when to ask

    The form is a tool the agent picks up on its own. An explicit request gets it straight away; someone just circling the topic gets one confirming question first — so you collect a lead at the moment of intent, not by interrupting.

    Describe the form, or hand over a PDF

    Type what you want in plain language, upload a PDF, or drop in a screenshot of a form you already use, and the AI drafts it. Then keep talking to it — “make it one screen and add a consent checkbox” — and it rewrites. Nothing saves until you say so. On every plan.

    Any form the moment needs

    21 field types — text, single- and multi-select, date and calendar pickers, photo and document uploads, opt-ins — plus if, switch and repeat logic. Split it across as many screens as it takes and route between them, so each person answers only what applies to them.

    One flow, four channels, A/B the wording

    Build it once and push the same form to WhatsApp, Telegram, Messenger and your website widget, each going live independently. Run A/B variants to find the wording that converts, with results split cleanly per channel and version.

    It looks like your brand, not a form template

    The form carries your accent colour and your logo, derives a palette that stays readable in light and dark, lays itself out right-to-left where the language needs it, and finishes on your own completion message instead of a dead end.

    The lead lands scored, and reaches a human in seconds

    Every submission arrives with an AI score and the reasoning behind it, pings the flow's owner in the panel, and links straight to the answers — where you can write back by hand in the same thread, without moving the conversation to another tool.

An Agent Forms analytics view: a KPI strip showing forms opened, submitted, average duration, and channels live; a derived funnel listing each screen with one stage highlighted as the biggest drop-off; a field heatmap; and an 'Ask the analyst' panel answering a plain-language question about where the form leaks.
A built-in funnel, a field heatmap, and a plain-language analyst show where people drop off — and because every submission joins back to its conversation, you can just ask why. Sample data shown.
An Agent Forms distribution view: a QR code beside a click-to-chat link that opens a chat with the form pre-armed, and a panel noting that Agent Forms is included on every plan with the field library, multichannel publishing, and analytics.
A QR code and a click-to-chat link turn any published form into a campaign asset that opens the chat ready to go. Sample data shown.

Free on every plan, including the trial

No add-on

The field library, multi-screen branching, A/B variants, multichannel publishing, launch links, AI drafting and the built-in analyst are included on every plan — not a separate SKU. Trial and Starter run one published form in one language; Plus and above lift both caps.

Explore other features

Capture leads in the conversation

Let your agent hand over the form at the right moment

Compose a form from 21 field types plus logic blocks, add A/B variants, publish one flow to WhatsApp, Telegram, Messenger, and your website widget, and let your agent send it when the moment is right.