Forms, comxbot help

When to use a form

Sometimes you need specific details in a specific shape, like a booking request, a holiday request or a support ticket. A chat can gather these, but a short form is often clearer and quicker for the visitor.

You build a form once and it works in more than one place: inside the chat widget, on its own page and in email follow-ups. So you're not rebuilding the same thing three times.

Building a form

Go to Forms and add the fields you need, each with a type and a label, like a name field, an email field and a dropdown. Mark the ones that are required so nothing important is left blank.

Keep it short. The fewer fields you ask for, the more people finish it. Ask for what you genuinely need to act, and leave the rest for the conversation.

Where submissions go

Every submission lands in your inbox, linked to the conversation it came from. It can also trigger an action, like firing a webhook into another system or sending an email notification.

So a holiday request can reach the right manager, and a support ticket can land in your helpdesk, all from a form the visitor filled in during a chat.