Create your own forms in the chatbot
With the form builder under Chatbot → Forms you create your own freely configurable forms that the chatbot fills in automatically during a conversation.
Last verified: 2026-07-24
Under Chatbot → Forms you can create your own forms with any fields you like. As soon as a visitor uses one of your trigger keywords in the conversation, the chatbot asks for the fields one by one, validates the input, and finally saves a submission that you can view in the dashboard. Everything is strictly limited to your tenant. In addition, the fixed appointment-booking logic still exists and automatically asks for the industry-specific mandatory information.
Step by step
- Create a formIn the dashboard open Chatbot → Forms and create a new form with a name and an optional description.
- Define trigger keywordsEnter one or more keywords. When the chatbot detects one of them in a visitor's message, it starts this form.
- Define fieldsAdd the fields you need. For each field you choose a type (text, email, phone, number, choice, or multi-line text), give it a label, and mark it as required if needed.
- Activate the formSet the form to active — only active forms are recognized by the chatbot. You can edit, deactivate, or delete any form at any time.
- View submissionsCompleted forms appear as submissions in the dashboard, where you can view them.
Expected result
The chatbot detects your trigger keywords, asks for the defined fields step by step, validates the input (e.g. the email format), and saves a submission that you can view in the dashboard.
Common error cases
The chatbot does not start my form even though a visitor asks for it.
Cause: The trigger keywords do not match the actual conversation text, or the form is deactivated.
Resolution: Check under Chatbot → Forms whether the form is active and enter suitable keywords that actually occur in the conversation.
A field that must be filled in is skipped by the chatbot.
Cause: The field is not marked as required.
Resolution: Open the field in the form and enable the required flag.
An email address is rejected and asked for again.
Cause: The input does not match the expected format of the field type (e.g. a valid email address).
Resolution: This is the expected behavior: the chatbot validates e.g. email, phone, and number fields and asks again on invalid input. Otherwise choose a more suitable field type.
I do not see the Forms menu item or cannot create a form.
Cause: Viewing requires the chatbot.read permission; creating, changing, or deleting requires the chatbot.update permission.
Resolution: Ask an administrator to assign you the appropriate role or permission.