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Overview

Custom Form lets you create forms with fields that the AI Agent can use to collect and validate user inputs. Example: A profile update form that asks for name, email, and preferences. This feature is useful for lead generation, surveys, customer support, and profile management.

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How to Create a Custom Form

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Step 1: Create a Custom Form

  1. Go to the Actions tab.
  2. Click List from the left-hand menu.
  3. Select Create Action.
Server Action One
  1. Choose Custom Form under Forms.
Custom Form One
  1. Enter an Action Title in the pop-up window and click Create.
Custom Form Two
  1. You’ll now see the form configuration screen.

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Step 2: Basic Settings

  • Name → A descriptive name for the form. (e.g., update_profile)
  • Description → Explain when this form should be used. (e.g., Collect user details to update their account.)
Basic Settings Cf

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Step 4: Add Inputs

Each input represents a field in the form.
  1. Click Add Input.
  2. Define the field:
    • Name → Internal field name (e.g., email).
    • Label → User-facing text (e.g., Email Address).
    • Placeholder → Hint text (e.g., Enter your email).
    • Type → Select from Text, Email, Number, etc.
    • Required → Mark if mandatory.
Example Inputs:
  • Full Name → Required text field.
  • Email Address → Required email field.
  • Preferences → Optional text field.
Inputs Cf

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Step 5: Webhook (Optional)

Send form submissions to an external system:
  • Form data is sent as a POST request in JSON format.
  • Configure the webhook endpoint in the Settings tab.
  • Example Event Name: update_profile_custom_form
Webhook Cf

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Step 6: Enable the Form

At the top of the page, toggle from Disable → Enable to activate the form. Enable Form Cf

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Example Workflow

  1. User: “I want to update my profile.”
  2. AI Agent triggers the Custom Form.
  3. User fills in their Name, Email, Preferences.
  4. AI Agent confirms: “Your profile has been updated successfully!”
  5. (Optional) Data is sent to your backend via webhook.
With Custom Forms, your AI Agent can collect structured inputs, validate them, and pass them on to your systems — making it a powerful tool for onboarding, feedback, and customer data collection.