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Understanding Conversational Forms in Thinkstack

What are Conversational Forms?#

A conversational form is an interactive, dialogue-based alternative to traditional web forms.

Instead of presenting users with a static list of fields, conversational forms guide them through questions step-by-step, offering a more engaging and personalized experience.

Here’s an example from our white-label page, where the conversational form has been implemented: Conversational Forms in White-Label Page

How to Create Conversational Forms?#

To create a conversational form, follow these steps:

  1. Create and Publish an Action: Conversational forms are linked to actions, so you must first create and publish an action within your chatbot. Create an action and publish it

    note

    To ensure an action is exclusively associated with a conversational form and not used in other chatbot instances, you can disable the intent or trigger associated with that action.

  2. Customize Appearance: Once the action is published, navigate to the Settings > Chatbot Appearance section to adjust the visual settings of your conversational form. This allows you to align the form's design with your brand's look and feel.
    Customize the conversational form appearance

  3. Embed the Form: After customizing the appearance, go to the Embed section, choose the desired platform(Your website, Android/iOS or other website making platforms) where you want to add the conversational form,select the conversational form option, choose the desired published action and copy the respective embed script.
    Get the code for the conversational forms from the embed section

  4. Add the Script to Your Code: Paste the embed script into your website code or any website-building platform you are using to deploy the conversational form. You can add the script to the footer, a specific page, or an embed block, depending on where you want the form to appear.

That’s a wrap! 🎉 Your conversational form is now live and ready to engage with your users.