Contact Form (Lead Form)
Collect qualified leads right inside the conversation. The Contact Form (Lead Form) action lets your AI Agent present a structured form in chat, securely collect a user’s information, and save them automatically as a contact.
Any contacts collected by the AI agent will be immediately displayed in the Contacts page in your PicoBot workspace dashboard.
Configuration
Section titled “Configuration”Below are the configuration options available when building your Contact Form action:
Mandatory
Section titled “Mandatory”Determines whether the form submission is mandatory to continue the conversation.
- When enabled, the chat input is locked and the user will be required to submit the form before they can continue chatting with the AI.
- When disabled, an “X” dismiss button will be displayed in the top right of the form to allow the user to skip the form and continue chatting.
Fields
Section titled “Fields”Add and configure the specific fields you want to include in the form (e.g., Name, Email, Phone Number, Company, etc.). You can add multiple fields and independently toggle whether each field is Required or Optional.
To reorder the fields, simply click and hold the drag handle on the left of any field and move it up or down to your preferred position.
When to Use
Section titled “When to Use”Provide a detailed text description instructing the AI agent on exactly when and why it should trigger this action. For example: “Trigger this form immediately when a user asks for a demo, or when they ask to speak to sales.” The AI will read this prompt and autonomously decide when to present the form.
Customize Text
Section titled “Customize Text”You can customize the text to be displayed for the Submit button and the Success message. The success message is the text that is displayed inside the chat after the user successfully submits the form. It is optional and can be toggled on or off.