Custom Form

Build advanced, multi-field forms to collect highly specific information from users. The Custom Form action allows you to define custom inputs (text, numbers, dates, dropdowns, etc.) with strict validation rules, ensuring you get exactly the data you need from your users before proceeding.

Configuration

Below are the configuration options available for the Custom Form action:

Action Name

A short, specific identifier that tells the Agent what this action does (e.g., support_ticket_form, quote_calculator).

When to Use

A detailed description instructing the AI agent on exactly when and why it should trigger this form. Provide cues or preconditions so the AI knows when in the conversation to present it.

Frequency

Specify how often the Agent can invoke this action:

• Once per chat: The form will only be shown once per conversation session.
• Whenever applicable: The agent can trigger the form multiple times if necessary.

Form Options

• Dismissible: When toggled off, the chat is locked and the user must submit the form to continue the conversation. When toggled on, an “X” button allows them to skip it.
• Submit Button Text: Customize the text on the submit button (e.g., “Get Quote”, “Submit Ticket”).
• Success Message: An optional message displayed in the chat immediately after the user submits the form.

Custom Fields

Add the specific fields you want to collect. For each field, you can configure:

• Field Type: Choose between Text, Number, Date, Dropdown, or Multiple Choice.
• Label & Required: The name of the field and whether it is mandatory.
• Help Text: Optional instructions displayed below the field to guide the user.
• Validation Rules: Depending on the type, you can enforce Min/Max Length (for text), Min/Max Value and Integer Only (for numbers), Min/Max Date bounds, and Min/Max Selections (for multiple choice).
• Variable Mapping: You can map a field’s answer directly to a PicoBot Variable, allowing the AI to remember and use that specific piece of data later in the conversation!