What you see: 

• Field Types Available: 
  
  • Name 
  • Email 
  • Phone 
  • Information 
  • Question 
  • Dropdown 
  • Multiple Choice List 
  • Upload Image 
  • Choice List 
• Required Field Toggle: You can mark specific fields as mandatory for submission. 
• Bot Preview Panel: Shows a live preview of how the form will appear to users, including input fields. 
• Save Button: Located at the bottom right to apply changes. 

Why it matters:   

• Captures business leads directly inside chat. 
• Useful for demos, callbacks, registrations. 

What you need before this step:  

• Decide what user info you want. 
• Map fields to your CRM if integrated.  

Outcome after action:  

• Leads collected automatically. 

Best practice:  

• Keep forms short (3–5 fields max). 
• Add a thank-you message at the end.