Custom Forms

Collect structured requests — refunds, warranty claims, applications, intake — with reusable forms the AI fills in conversationally.

Custom Forms#

Custom Forms let you collect structured information for requests that don't fit standard leads, bookings, or orders — things like refund requests, warranty claims, job applications, or project intake. You define the fields once; your agent collects them naturally in conversation, submits the form, and sends the result wherever you need it.

Find them under Automations > Custom Forms.

Creating a Form#

  1. Go to Automations > Custom Forms.
  2. Click New Form and name it (e.g., "Refund Request").
  3. Write a short "when to use" instruction — this tells the agent when to start collecting the form.
  4. Add your fields (see below).
  5. Choose where submissions should go.
  6. Toggle the form on.

Fields#

Add the fields you need to collect. Each field has a label, a type, and an optional "required" toggle and helper text. Supported field types include:

TypeUse for
Text / Long textNames, descriptions, notes
Email / Phone / URLContact details and links
NumberQuantities, amounts, reference numbers
DateWhen something happened or is needed
ChoiceA fixed set of options to pick from
Yes / NoSimple confirmations
Image / FileReceipts, photos, documents

The agent asks for each field conversationally, validates the answer, and only submits once the required fields are complete.

Where Submissions Go#

For each form you can send results to:

  • Google Sheets — append every submission to a worksheet (pick an existing tab or create a new one)
  • Webhook — emit a custom_form.submitted event to your CRM, automation tool (n8n, Make, Zapier), or your own API

You can also review the most recent submissions right on the form's page.

Example#

Code
Customer: I want to return a product I bought last week
Agent:    I can help with that. Let me get a few details.
          What's the order number?
Customer: #10432
Agent:    Thanks. What's the reason for the return?
Customer: Wrong size
Agent:    Got it. Could you attach a photo of the item?
Customer: [uploads photo]
Agent:    Thank you! Your refund request has been submitted.
          Our team will review it and get back to you.

The submission lands in your connected Sheet or webhook, ready for your team to process.

Related Pages#