Form Builder

This section will let you create a storage to save your customer information when submitting form.

  • Get access to this feature by clicking on the button Form Builder on the workspace tool.

  • This feature will be used in Workflow.

  • When clicking on the button "Create form", you will be headed to the Form details. There are 2 main main areas that you need to know:

  1. Basic info:

    1. Name (* is required): this is the name of the form, that will be displayed to use in Workflow.

    2. Submit URL: if you have the API URL, you can put it here for saving to your own service storage.

  2. The field of the submit form information: this will display the information when your customer fill in.

Some fields and input types might help you to build a complete form. Press "Add field" button to add more fields in submit form.

  1. Input label: The name of the field needs to be filled out.

  2. Require button: slightly sliding the button to the right, you turn on that field that needs to be filled if the customer wants to submit the form.

  3. Input types:

    1. Text: input a short text.

    2. Text area: input a paragraph

    3. Number: input numbers, it can't be the alphabet.

    4. Selection: make a list with various options.

  • Here is the example of complete form displayed on the customers' conversation:

  • There's a chat will be announced when the client submits successfully.

  • These submitted forms will be stored in the tab "Results" of each form you have built.

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