How to create conversational forms for your Agent?

Conversational forms allow your agent to collect structured data from users in a natural, chat-like way. Instead of filling a static form, users answer questions step by step, making the experience more engaging.

Setting Up a Conversational Form

1. Define Questions
   
   • Add the questions you want your agent to ask (e.g., “What is your email?”, “What’s your budget?”).
   • You can mark questions as required (must be answered) or skippable.

1. Add Input Validation
   
   • Ensure the data is collected in the right format.
   • Examples:
     
     • Email must contain “@domain.com”
     • Phone number must be numeric
     • Age must be a number greater than 18

1. Set Submission Rules
   
   • Decide if you want to allow multiple submissions from the same user or restrict to one-time only.
   • Choose what should happen after successful submission:
     
     • Redirect to another flow in your agent
     • Send a thank you message
     • Trigger a follow-up action

1. Decide Where to Send Data
   
   • On submission, you can configure your agent to:
     
     • Send data to your API (custom endpoint)
     • Send data to an MCP (Model Context Protocol integration)
     • Send data to your email (simple collection method)

   

Example Conversational Form Flow

Agent: "Can I get your full name?"
User: "Sarah Lee" ✅
Agent: "Great! What’s your email?"
User: "[e-mail]" ✅
Agent: "Last question — What’s your budget range?"
User: "Under $500" ✅
Agent: "Thanks! Your details have been submitted. Our team will reach out soon."

✅ Pro Tip:

Use conversational forms for lead generation, surveys, onboarding, or support intake. They feel natural and encourage higher completion rates than static forms.