Form to collect customer info

AI Assistant should send a form to collect customer data

6 Likes

I agree, also adding zapier integration to the form will automate sending the customer data to a CRM system

4 Likes

Good note, @backhome84! We’ll have this idea in mind too :slightly_smiling_face:

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Thanks, Max.

Good to know. So should the feature request for it being required be added to the wish list?

With thanks,
mw

3 Likes

This would be extremely helpful to collect leads and customer info from the chatbot. Is there an ETA for this feature to be implemented?

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I would second the form being a required gateway to begin the chat.

5 Likes

Hi there, @Oliver_Wassef :wave:

At the moment, we are gathering feedback for this feature, and it’s difficult to share the ETA now. However, we will keep you updated on any changes as soon as we have more information :slightly_smiling_face:

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Hi @Master_Web :wave:

Since the form feature isn’t released, there is no need for a separate request. However, the form submission request is more relevant for the gateway case and I’ve moved your suggestion there :slightly_smiling_face:

2 Likes

Give always a possibility to add client email so you can contact later when the bot was wrong or couldn’t answer

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Hi there, @user3229 :wave:

We have a request for the Form submission feature, which should better cover your case and I’ve moved your comment to this thread :slightly_smiling_face:

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It’d be great is the bot asked for client email so I can follow up with them

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Hi @Gavid_Vickers :wave:

This idea is already on the Wishlist and I’ve moved your comment to the thread, where we’ll keep you updated :slightly_smiling_face:

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Or just ask the right questions, like:

Our… experts are best equipped to answer your question or discuss all the specifics on the issue over the phone or email. Let’s gather your contact details se we can can you with an expert who can help. Could you please start by providing your name? and continue asking for email and phone afterwards

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Hi @Ates_Baydu :wave:

If you share this requirement in the instruction, files for training, the bot should use this answers during the conversation.

It’s important to keep instructions clear, well-structured, and concise, including only the essential information :slightly_smiling_face:

3 Likes

Our team would like to see email and mobile number inputs via the widget for better lead generation.

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Hi @user19733 :wave:

Thanks for sharing your thoughts with us! We’ll have it in mind when working on this feature :slightly_smiling_face:

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Is there any update on the client details form being available? Would love clients to be able to enter name, email and company name before interacting with the bot.

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Hi @Matt_Oliver :wave:

At the moment, we don’t have any news to share. However, as soon as we receive an update from the devs, we’ll inform you here immediately :slightly_smiling_face:

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Hey everyone!

Great news - we’ve started working on this feature, and it’s in the design stage now. We’ll keep you posted on any developments here :slightly_smiling_face:

1 Like

Awesome I can’t wait for this to be released. I have been holding off using the AI until this release.

1 Like