How to Create Forms in an AI Chatbot

Posted On
March 4, 2025
|
03:07

Summary

In this video, you’ll learn how to create and customize forms in a Kommunicate AI chatbot. The walkthrough covers using form payloads, collecting user details like name, email, phone number, and country, displaying submitted form data, sending form responses to your database, and modifying form fields, dropdowns, radio buttons, and multiple-choice options.

Transcript

Welcome to Kommunicate.

Today, we’ll introduce you to Kommunicate Forms, a tool designed to collect user information and enhance chatbot interactions.

With Kommunicate Forms, you can easily collect details such as name, email address, phone number, and more, all within the same chat interface.

The process of setting up a form is simple, and the forms can be customized to match your business needs, including fields, labels, and input types.

Now, let’s learn how to create and modify forms in Kommunicate.

The form payload is available in the Kommunicate documentation.

For example, if you need to collect a user’s name, email address, and contact number, simply copy the provided payload and navigate to the bot builder.

Assume you want to display the form when the user clicks on Register.

Go to the Register intent, click More, and select the Custom Payload option.

Paste the payload you copied from the documentation and click Train Bot.

Now, let’s see how this appears in the chat widget.

We have a welcome message, and when Register is clicked, the form appears.

Enter the required details and click Submit.

The form is submitted, and a response is received from the bot.

If you want to display the form data, change the post message data value to true. Once this is enabled, the submitted form data will be displayed.

To transfer this information to your database, add your endpoint in the form action URL.

Suppose you want to add another field, such as country. You can add another field in the payload and label it as Country.

Now, we have an additional field in the same form.

If you want to modify the form further, make the changes in the same format.

Kommunicate also offers several other form types that may be useful for your business, such as radio buttons, dropdowns, and multiple-choice options.

For example, if you want to add another option to a dropdown, simply copy one of the existing options in the payload and paste it.

To remove an option, select it and delete it.

Similarly, you can modify radio buttons and multiple-choice options by adding or removing options as needed.

After making your changes, click Train Bot.

The form data will be available on the conversation screen if you have set post message data to true.

If post message data is not enabled, the form data will be hidden from both agents and customers.

That’s how you can create and customize forms in Kommunicate.

We hope this walkthrough helped you get started with collecting user information efficiently.