In scenarios, where you are looking to collect multiple inputs like name, email or phone to confirm the appointment, rather than making the conversation lengthy by using multiple collect input blocks to collect each value, you can make use of form that collects everything at once.

When should I use it?

  • You are collecting multiple inputs

  • Want to keep the chat short and quick

  • Reduce the number of to and fros

How do I set it up?

You can follow the following steps to set up 'Form' action block;

  • Add an action block on canvas by clicking on '+'

  • Choose 'Form'

  • Double click on 'Form' to configure it on the right panel

    • Message: The message configured here will be sent to the visitors when 'Form' action block is triggered along with the form fields

    • Add fields to capture individual input:

      1. Name: Enter the name of the field. This is what the visitors will see

      2. Validation Method: Select the validation method i.e text, name, email, phone or custom

      3. Define Variable: Give a name to the variable in which the answers to this field will be stored

      You can click on '+ Form Field' to add more fields and repeat the above step to configure it.

You can add maximum upto 5 fields You can have some fields as 'Optional', so that the visitors can still move forward in the conversation if it is not filled

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