- Navigate to the Dashboard => YOUR_APP => SmartChat Assistant page.
- Choose the SmartChat Assistant you want to edit or create a new one.
- Scroll to the Intake Form section.

- Check the “Enable intake form” checkbox to activate intake form functionality.
- Click Manage questions and configure the questions you want to ask (for example,, name, email, issue type).
- Arrange the questions in the desired order.

- Fill in optional fields:
- Role: Define how the assistant should present itself during the intake.
- Greeting message: Shown before the first question to provide a friendly or informative intro.
- Ending message: Displayed after the last question to wrap up the process.
- Choose the actions to perform after the intake process is finished:
- Send a summary: A short recap message will be posted in the chat.
- Enable the human handover: Transfers the conversation to a live agent.
-
Send Webhook: Triggers a webhook with intake responses for backend processing.
Webhook will be sent in next format:
- Save the changes.