Agent-Driven Forms Demo
Experience how agents can send custom forms for specific contexts
Dynamic Form System
Our agent-driven form system allows representatives to send custom forms to users based on specific contexts like job applications, support tickets, or consultation requests.
How It Works
Agents can create and send forms tied to specific interactions, ensuring users provide the right information at the right time. Forms can be pre-filled with existing data and track completion status.
Form Types & Use Cases
- Job Application Forms: Additional screening questions, skill assessments, or reference requests
- Post-Chat Surveys: Feedback forms sent after support conversations
- Pre-Meeting Forms: Information gathering before scheduled consultations
- Event Registration: Detailed registration forms for webinars, conferences, or training
Key Features
Smart Pre-filling
Forms automatically populate with known user information
Progress Tracking
Agents can see form completion status in real-time
Conditional Logic
Show/hide fields based on previous answers
File Uploads
Support for documents, images, and other attachments
💡 Demo Scenario
This demo shows a post-interview feedback form that an HR representative might send to a candidate after their interview. The form is pre-filled with interview details and allows the candidate to provide feedback about their experience.
Sample Form Response
Complete this post-interview feedback form
Form Workflow
Integration Benefits
- • Contextual forms tied to specific interactions
- • Automatic data synchronization with CRM
- • Real-time completion notifications
- • Unified response management