Learn to send a form to your customers from within a chat session.
You can send forms for your customers to fill in directly from within a chat session in Engagement Cloud.
Before you start
You must first create your form using our Sign up Chat form template in Pages and forms.
Sending a form in a chat
To send a form to your Chat users:
- On the chat interface, select the chat session you want to reply to – this opens the chat window.
- Select the form icon in the Type message box.
- From the side panel, select the form you want to send from the form list. The form name appears in the chat message box.
- To send the form, select Send. If you selected the wrong file, select the red X next to the form name and start again.