Social & automation · Form Builder
Collect information without losing the conversation
Conversational forms that run inside the chat or on your website, with conditional logic, file uploads and responses that sync to your CRM.
CCity ClinicBusiness account
Before your visit, a few quick questions. What’s your full name?
Ananya Rao
Thanks, Ananya. What symptoms are you experiencing?
Mild fever since Monday
Preferred appointment timeMorningAfternoonEvening
The problem
Sending a customer a link to a separate web form breaks the conversation and drops completion rates — but you still need structured information like contact details or intake data.
How it works
Four steps from setup to results
- Design your formAdd questions, conditional logic and required fields.
- Choose where it runsDeploy inside chat, embedded on your site, or both.
- Collect responsesCustomers fill it out without leaving the conversation.
- Sync to your systemsResponses flow automatically into your CRM or spreadsheet.
Key features
What’s included
Form Builder runs on the same platform as every other product — one set of contacts, one inbox, one set of reports.
- Conversational forms in chatAsk questions one at a time, in a natural back-and-forth.
- Embeddable web formsUse the same builder for a standalone website form.
- Conditional logicShow or skip questions based on previous answers.
- CRM syncResponses land directly in your CRM or spreadsheet, no manual entry.
- File & document uploadLet customers attach documents where needed.
Benefits
Why it matters
- Higher completion rates than link-outs to an external form.
- Customers never leave the conversation they’re already in.
- No manual re-entry of responses into your systems.
Built for
Works with
- CRM systems
- Google Sheets
- Website embed
FAQ
Questions, answered
Yes — customers can attach documents or images where your form requires it.
Yes, to your connected CRM or spreadsheet — no manual data entry.
Yes, build once and deploy in both places.
Yes, along with conditional logic to skip irrelevant questions.
Works even better together