In this guide, you’ll learn how to build custom forms, connect them with your assistant, and trigger them dynamically during conversations to capture structured information from users.

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Creating Forms and Connect them with Assistants

  1. Navigate to the Library

Click on Library from the left panel in your dashboard. This will expand a dropdown with options like Forms, Tools, and more.

  1. Click on Forms

From the dropdown under Library, click on Forms to view existing forms or create a new one.

  1. Click on Create Form

Hit the Create Form button at the top to start building a new form.

  1. Define Basic Form Details

Start by selecting the Form Type and giving your form a meaningful Name.

Use the Trigger Instruction field to define a phrase or keyword that, when mentioned by the user during a conversation, will automatically trigger this form.

Choose a label for the Submit Button (e.g., “Send”, “Submit”, “Done”).

  1. Add a Text Field to Capture User Name

To create a field that captures the user’s name, select Text as the field type and fill in the following:

  • Name: Used internally to identify the field. Avoid spaces. Use formats like FullName or full_name.
  • Description: A short helper text to guide the user on what to enter in this field.
  • Label: This is the visible field name on the form. You can use spaces here, like Full Name, for better readability.
  • Required: Enable this checkbox if you want to make this field mandatory for form submission.

After filling in these details, click Add Field to include it in the form.

  1. Add a Phone Number Field

To capture a user’s phone number, select Telephone as the field type. Fill in the following details:

  • Name: Internal reference for the field (e.g., PhoneNumber). Avoid using spaces.
  • Description: Text to guide the user (e.g., “Enter your phone number including area code”).
  • Label: The visible field name shown to users (e.g., Phone Number).
  • Required: Check this box if the phone number must be provided before form submission.
  • Show Country Code: Enable this checkbox to allow users to select their country code.
  • Default Country Code: Set a default country code to prefill the field (e.g., +1 for the US).

Once all fields are filled, click Add Field to save it.

  1. Edit or Delete a Form Field

To edit or delete a field:

  • Hover over the field and click on it.
  • In the left panel, choose Update to edit or Delete to remove the field.
  • Make necessary changes and save, or confirm deletion.

  1. Click on Create Form

  1. Go to Assistants

  1. Click on Options

  1. Click on Edit Assistant

  1. Click on Advanced

  1. Click on Assign Form

  1. Connect the Form

Select the checkbox next to the form you want to connect.

Once selected, click Close to confirm and finish the connection.