Forms

Forms help you seamlessly gather customer information and streamline business operations.

Insighto.ai lets you create two types of forms:

• Simple forms: Displayed in the traditional label & field boxes format.

• Natural forms is designed to help users collect data more effectively and conversationally. It uses AI to dynamically guide conversations and gather structured information from customers. (Trigger instruction not required). Once the form is connected to the assistant, specify the questions in the prompt that correspond to the form fields you want to capture.
  For Example: If you have created a form to capture Name & Email of the customer then you should add this question in your Assistant prompt
  Can you please help me with your Name?
  Can you please spell out your Email Address?
  
  

 After the conversation is completed, the form gets populated with the respective details captured during the conversation

Here are the steps to follow to create a form:

1. Go to the "AI Agents" on the Insighto.ai dashboard and click on "Forms".
    
   
   
   
2. In the "Add a New Form" window, select the type of form you prefer: Simple or Natural.

3. Next, fill out the following details:

Name: Assign a descriptive name to your form.

Trigger instructions: Specify when the form should appear during conversations. For example, at Tesla, a trigger could be when a user expresses interest in scheduling a test drive.

Label for Submit: Define the text displayed on the Submit button.

4.      Choose the type of field from the available options: Text, Date picker, Checkbox, Select options, and Text area.

• Text Field: Allows users to input textual information such as their name, email, or any other details.

• Date Picker: Enables users to select a date from a calendar widget, often used for scheduling appointments or events.

• Checkbox: Provides users with options to select one or more items from a predefined list.

• Select Options: Presents users with a dropdown menu of choices, allowing them to select a single option from a list.

• Text Area: Offers a larger input field for users to provide longer text entries or comments, useful for capturing detailed information or feedback.

For example, if you select "Text," provide a name and description for your field, which will be visible to users. Then, label your form field.

Check the real-time outcome by clicking "Add Field." Make any necessary adjustments and click "Create Form" to finalize the process.

You can also send them a confirmation message to follow up with customers on WhatsApp or SMS after they fill out the form.

5. After creating your form, navigate to the AI Agents > Assistants tab. Assuming you've already created your Assistant, proceed to the specific Assistant and click "Edit Assistant" under the Operations tab. 

6. Go to the Forms section click on “Assign Forms” prompt . Select the form by clicking on the checkbox. Your form is now successfully linked to your Assistant.

7. Few more options after form is created

• Get Form ID
• Connect tools with form
• Edit Form
• Create a contact after the form is filled
• Delete the form