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Send a form in a chat
Send a form in a chat

Send forms for your customers to fill in directly from within a chat session in your account.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

Before you start

Things you need to know:

  • You must first create your form using our Sign up Chat form template in Pages and forms.

chat-form.PNG

Send a form in a chat

  1. On the chat interface, select the chat session you want to reply to β€” this opens the chat window.

  2. Select the form icon in the Type message box.
    ​

    add-chat-form.png
  3. From the side panel, select the form you want to send from the form list. The form name appears in the chat message box.
    ​

    select-page-or-form.PNG
  4. To send the form, select Send. If you selected the wrong file, select the red X next to the form name and start again.
    ​

    chat-sign-up-form.PNG
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