Forms

Open Configure > Tools > Forms to create and manage structured question sets.

​

Create a form

1. Choose Create Form and enter a name and optional description.
2. Add a field and enter its question/label.
3. Choose Text, Yes / No, Multiple Choice, or Number.
4. Configure choices for multiple-choice fields and mark required questions.
5. Arrange the fields with the editor’s ordering controls and save.

Select the form in a supported workflow Form node to collect responses during the conversation. Creating the form alone does not publish a standalone website form or attach it to every agent.

​

Review submissions

On a form, choose View Submissions to open its submission dialog. Inspect available contact name/phone, submission time, and answers. Download CSV exports that form’s loaded submissions with response columns. Edit or delete forms using the available form controls. Review workflows that use a form before changing required questions or deleting it. A form with no submissions may simply not have been used by a completed conversation; check the associated flow and call record.