CX Genie
  • Introduction
    • 🤖General Features
  • Dashboard
    • Overview
  • Bots
    • General Information
    • Training Data
      • FAQs
      • Articles
      • Documents
      • URLs
      • Connect with database
      • Connect E-Commerce Store
    • Bot's Knowledge
    • Workflow
      • Module Explaination
      • Dynamic Variables Explaination
      • Trigger Workflow Condition
      • Workflow Components
        • Text and Image Button: Create Text and Image message
        • Message with actions
        • Saved flows
        • Collect feedback
        • Notify agent
        • Form submit
        • Turn off auto-reply
        • Close conversation
        • Recap chat message
        • Frequent Questions
        • Capture Customer Info
        • Create Ticket
        • Auto-tagging
        • Queue list
        • Auto-assign Agent
        • Condition
        • AI API
        • API Call
        • Connect to database
        • Route
    • Settings
    • Launch bot
    • Prompt and Models
    • Webhook
    • Platform Integration
      • WordPress
      • Shopify
      • Big Commerce
      • Magneto
      • Discord
      • Slack
      • Telegram
      • Facebook
      • Instagram
      • Zalo
      • WhatsApp
    • Contacts
  • Bot's Learning
    • Bot learns from Conversations
    • Unanswered Questions
    • Connect with previous chat history for the bot to learn
  • Live Chat
    • Overview
    • List of Conversations
    • Tools of the Conversation
    • Tools
    • Chat settings
    • AI Actions
  • Ticket (Subcription Feature)
    • Ticket List
    • Create Ticket(s)
    • Edit / Update the Ticket
    • Merge Ticket
    • Ticket Settings
  • Marketplace
    • Custom Authentication V2.0
    • Product Data Sync-up
      • E-commerce Store
      • Product Data
    • White Label
    • Help Desk
    • Form Builder
  • Main Flow
    • How AI handles incoming messages.
    • Bot Learns from Conversations by Editing Auto Suggestions
    • Bot learns from conversations immediately
  • Create your chatbot by using templates
    • SAAS Template
    • Agency Template
    • F&B Template
    • E-commerce Template
    • From a Scratch
  • Others
    • Chatbot Completion
    • Escalate to a Human Agent
  • Help Desk
    • Chat/tickets
    • Team
    • View
    • Report
    • Settings
  • Categories & Tags
    • Categories
    • Tags
  • Settings
    • General
    • Members & Permission
    • Subscription
    • Activity logs
  • Referal
    • Referal of CX Genie
  • Mailbox
    • How to integrate
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  1. Marketplace

Form Builder

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

PreviousHelp DeskNextHow AI handles incoming messages.

Last updated 9 months ago

  • 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.