Create branded forms for enquiries, feedback and preparation. Bring useful answers into the customer workflow so your team can spend less time asking for missing details.
Before the meeting: collect preferences with a form.
Product scene · example interfaceThis interface uses example data. Nothing is sent, booked or charged.
Forms
Built for the work behind the conversation
01
Build for the information you need
Start from a template or create a form with contact fields, choices, ratings and other supported elements. Adjust the appearance to suit your business.
02
Guide the respondent through relevant questions
Use conditional branches and calculations where needed. Check each path before publishing so customers see a coherent form rather than an unrelated list of questions.
03
Turn answers into useful context
Review responses, completion and satisfaction results. Consent-based profile mapping can connect submitted details to Customer CDP without silently overwriting existing information.
How it fits into your day
Prepare for a customer consultation
Workflow · example data, not a customer result
01
Create a short form asking about the customer’s needs and check it before publishing.
02
Publish the form and share it through an appropriate configured channel.
03
Review the response before the appointment and use consented profile details where eligible.
Choose the right plan
Plan availability
Availability depends on your plan and workspace setup. Compare plans to see what each plan includes.
Availability depends on your plan and workspace setup. Compare plans to see what each plan includes.
Are payments and certified signatures included?
Do not assume so. Payment elements require enabled native checkout, and the documented signature element is a typed acknowledgment, not a certified signature.
Can a reminder collect details before the visit?
Add a published form to an approved WhatsApp appointment reminder to collect details before the visit. With a private tracked invitation, “Stop after response” can skip later reminders for that appointment and form after a completed response; a shared public link does not identify the opener or support this option.