AI Chatbot: [MAJOR UPDATE] Easily collect user details with the new form feature! 🔥

[Max]

The feature you’ve been waiting for is finally here – and we’re so excited to share it with you!

Introducing the ability to collect user details right in our AI Chatbot widget

What’s inside the update?

Where to find this setting

You’ll find this feature in the Behavior section on the Training tab:

Form Display

You can choose to show the form immediately or after the user’s first response:

Customization options

• User Details Request Message
  Customize the message to suit your needs.

• Form Fields
  Select from 3 options: Name, Phone Number, or Email.

• Success Message
  You can set up the Success Messages for cases when the name is collected and not.

• Consent Checkbox
  Easily add a consent checkbox for compliance.

Form completion

Once the form is completed, the user will see a Success Message in the chat, and you’ll receive their details via email!

This video shows the new feature in action:

Guys, have you tested the new feature? How did it work for you? Share your experience in the comments - we can’t wait to hear from you

Back to Changelog →

[Kaila_Cruz]

Great! Thank you for this! I tried to do a scenario where the user disregards the prompt and does not input any details. It still proceeds with engagement. Was hoping that the contact details would be mandatory before proceeding. Also, I think there is a bug because it takes a while before chatbot replies without providing the details. Good work so far!

[Oliver_Wassef]

Where are the form submissions stored? Can they be automatically exported to Zapier and Google sheets?

[Max]

Hey there, @Kaila_Cruz and welcome to the Community

Thank you so much for the feedback!

I agree that it would be awesome to make the form completion a required condition to continue the chat. We already have this request on the Wishlist and you can upvote it here - Make form completion required to continue chat.

As for the issue described, I couldn’t replicate it. If it still persists, please send me a video screencast of the issue

[Max]

Hi there, @Oliver_Wassef

The form details will be displayed in the chat history sent to your email:

The Zapier and Google Sheets integrations aren’t available at the moment. The request for the Zapier integration already exists and I’ve added an idea for the Google Sheets on your behalf - Send form details to Google Sheets

[Oliver_Wassef]

Hey Max, so just to clarify, how is the form different from simply instructing the AI to request the persons contact info?

Having to manually copy the contact info from each email received from the chatbot, and add it to a contact list is still a huge amount of work.

[Max]

Sure! This feature shows the form details in a separate section above the chat history, so you don’t have to scroll through long conversations to find the information you need.

It’s especially helpful when you need to reach out to the user for follow-up questions or to clarify any confusion. The widget owner can review the conversation and use the form details as needed.

I see you’re using this feature for scheduling tattoo sessions, and I totally understand how sending these details to a separate list, like Google Sheets or Zapier, would be really useful.

Hopefully the devs will be able to consider these integrations in the future, and we’ll make sure to update you in case of any changes

[backhome84]

Thank you for this update, can you provide a code so this form takes precedent over the quick replies responses. currently, if the user clicks on one of the quick replies, the bot sends the form and the answer of the quick reply so the user gets confused as he san see two answers from the bot

[Max]

Hi @backhome84

Thank you for the feedback!

Do you want the bot to send the answer to quick replies first and then after a certain period automatically send the form?

[Andi]

A Zapier Integration for the collected user details will really be very helpful, please add in the future

[Sina]

Hi @Andi

This suggestion is currently on the wishlist with the tag “Collecting feedback.” Further user interest is expected. If it receives more votes, it will be considered for future updates.
Zapier integration

[user3190]

Great feature! Can the Display a contact form be triggered when user asks for “how to contact” or “chat to real person”, “contact details” etc?

[Max]

Hi there, @user3190

Many thanks for the feedback!

At the moment, there is no way to do this, but we have a similar idea on the Wishlist, feel free to upvote it - Send contact form during chat.

If this request gains more votes, we’ll try to consider it in the future

[Resol53]

Hi, I just wonder why you cannot modify the code to transfer the clients info to the part that is sending mail to the owner putting the client on copy. That’s what I would do in a similar situation. But maybe it’s not that easy…?

[Max]

Welcome to the Community, @Resol53

Thank you for the feedback!

Yep, this functionality isn’t as easy as it might seem, but it’s already on the Wishlist and you can upvote it here - Send chat history to website visitors.

If this request gets more votes, we’ll try to consider it in the future

[Resol53]

OK, I’ve voted😊