Forms/Attributes

The Forms section enables teams to create structured data collection templates that integrate directly with AI prompts, task flows, and customer workflows. These forms act as reusable input modules that standardize and capture user data effectively for personalized automation.

Forms Dashboard

The main Forms dashboard displays all created forms along with essential metadata:

• Name: Title of the form for internal reference.

• Number of Fields: Count of data fields configured in the form.

• References: How many times the form is used in workflows.

• Creator: Form author (if available).

• Tags: Custom labels to group forms for organization and retrieval.

Creating a Form

Step 1: On the Forms dashboard, click the “New” button.

Step 2: In the modal that appears, enter the form Name and Description & click “Submit”

Step 3: Click “+ Add” under Form Elements to insert a new field.

Step 4: Assign a Field Name for internal reference.

Step 5: Toggle Mark as Mandatory if the field must be filled by users.

Step 6: Select the appropriate Data Type (e.g., String, Number, Boolean, etc.).

Step 7: Repeat the steps for additional fields, then click “Save” to finalize your form..

Field Types

A Field Type for each element, selected from multiple categories:

• Core: Basic data types (e.g., String, Number, Date, Array, Phone, Email, etc..

• Platform Fields: Internal objects (e.g., User, Agent, Form, Channel, Flow, Tool, Report, Knowledge, etc).

• Executions: Triggers or actions (e.g., Flow Execution, Tool Execution, Agent Execution, Whisper Execution, Document To Text, etc).

Use Cases

• Collect structured inputs from users before routing to live agents.

• Capture names, emails, and preferences on landing pages.

• Gather issue-specific fields (e.g., product type, urgency).

Best Practices

• Group related fields into one form for reuse across workflows.

• Use “Mandatory” fields only when critical to ensure smooth UX.

• Keep field types consistent to reduce validation errors.