AI Form

Collect the right information through a natural conversation.

AI Form gathers structured information inside the conversation. It asks questions one by one, understands replies, validates them when needed, cleans answers into usable values, and saves each response before moving on.

Agent builder / Service request Saved
LIVE PREVIEWWeb messenger
A
What is the best work email to reach you?
Type a message…
Try the statesValidation and cleanup happen before the value is saved.
Questions stay in the order you set Each answer is saved before the next Output remains available to later nodes
THE COLLECTION LOOP

One focused question.
One useful answer.

The business defines the fields. The user replies naturally, and the flow advances only when the current answer is ready.

01

Ask in order

Add the questions, choose their order, and decide which can be skipped. Optional quick replies offer up to three choices, each up to 20 characters.

QUESTION 02When would you like to start?This week   This month   Exploring
02

Check, then clean

AI Verification checks whether a reply meets your plain-language rule. AI Answer Cleanup then extracts or normalizes the accepted value without re-prompting.

User reply
“Around fifty thousand”
Saved value
$50,000
03

Keep the data usable

Give each answer a clear label. Cleanup can extract free text, use an extraction hint, or map a conversational reply to fixed values such as Small, Medium, or Large.

Answer labelTarget Budget
A RECOVERABLE FINISH

Fix one answer.
Keep the rest.

With confirmation enabled, the user reviews a summary before submission. If a detail is wrong, they can name that field and AI Form updates it without restarting the form.

“The date should actually be October 15.”

REVIEW BEFORE SUBMITStep 4 of 4

Please confirm your information

ServiceCommercial cleaning
LocationBrooklyn
Start dateOctober 12
Emailalex@example.com
AAI AGENT I’ve updated the start date. The other details are unchanged.
Change an answer Confirm details
AFTER THE LAST QUESTION

Collection is one step
in a larger workflow.

01AI FormSave labeled answers
02AAI AnswerContinue with collected context
02BHuman HandoffPass the request to a person
Optional email notificationSend completed responses to one or more recipients.
COMPLETION MESSAGE

Show a message after the last answer, customize it, or clear it so the flow continues silently.

Collected answers stay available as context for later AI nodes. AI Form handles information collection; the next node handles what should happen with it.

THE JOB SETS THE QUESTIONS

Useful wherever a workflow needs defined information.

AI Form is not limited to lead generation. Use it for service intake, qualification, quote requests, onboarding, appointment preparation, property requirements, travel preferences, event inquiries, support intake, internal requests, applications, feedback, and project briefs.

Ask only for information that serves the workflow. Decide what is required, what needs validation, which values need cleanup, and whether the user should review the result.

01 / SERVICE REQUESTService · Address · Urgency · EmailUrgency can use quick replies. Email can be verified. Additional details can be skipped.
02 / PROPERTY INQUIRYNeighborhood · Bedrooms · Budget · Move-in“Williamsburg or Greenpoint” can be cleaned into a useful location value.
03 / INTERNAL REQUESTDepartment · Request · Due date · ApproverCleanup can standardize categories before the request continues.
CHOOSE THE RIGHT NODE

Defined fields, or an open conversation?

AI FORM

Use it when specific information must be collected in a known order, with required fields, validation, structured labels, cleanup, or a review step.

AI ANSWER

Use it when the conversation should stay open-ended and does not need to complete a predefined information structure. The two nodes can work together.

ROUTER

Use it to decide which path a conversation takes. AI Form collects information inside a path, such as service type, location, project size, and timing.

Information collection should feel like a conversation, while the resulting values stay structured and ready to use.

Configure the questions around the work that comes next.

Structured data.
Without a rigid experience.

Explore the AI Agent Builder