AI Assistant should send a form to collect customer data

Hi there, @Mark_Turner :wave: Happy to say that we’re currently working on the form feature to collect customer info! I’ve moved your comment to the related discussion, and you’ll receive a notification once the feature is released :slightly_smiling_face:

It would be nice to have the option of collecting name & email before the visitor asks questions, that way #1 we can collect emails and #2 after reviewing the chatbot transcript we can reach out to the customer via customer service email to answer their questions or make sure everything was taken ca…

Hi there, @Mitchell_Davis :wave: Happy to say that our devs are actively working on this functionality. I’ve moved your comment to the related discussion, and you’ll receive a notification once the feature is released :slightly_smiling_face:

This function already exists. Go to the instructions for bot and change the preferences: Get Contact Information as a priority and do not proceed without getting them: Assistant: “Before I answer any questions, may I have your name and contact number?” If user responds: Collect the info and confi…

I have used TIDIO and it has the ability to create logical decision paths (flows) have a look what I did [collect email flow] It worked well, and didn’t ask the user to enter the same information again. I would hope Elfsight will add similar tools soon. I will be expecting that if i am to stay. …

Without this feature all the chatbot is doing is answering questions, it gives no leads as I see it. Leads are essential in my business.

Thanks a lot for your comments, guys! @Amit_Sharma1 , that’s a nice workaround, thank you for the tip! We hope the form implemented into the widget will make the process smoother for you and your users :slight_smile: @Phil_Philosofree_Che your example is really clever, thanks for sharing! It’s a bi…

Hi there Elfsight. I would love to have a feature in the chatbot where chatbot asks user’s for their details before starting the conversation. The information should then be sent to the email.

Hi there, @Trek_With_North_Nepa :wave: Glad to say that we’re actively working on this feature now! I’ve moved your comment to the related thread and you’ll receive a notification once the feature is released :slightly_smiling_face:

It owuld be nice if the chatbot could integrate this into the introduction. For example, asking name and email before the chat starts so it can address the person by name and we can collect the info. Thank You

Form to collect customer info

Wishlist AI Chatbot

Max Split this topic March 18, 2025, 1:20pm 40

A post was split to a new topic: Monday.com integration

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Form to collect customer info

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