SmartChat Assistant
Intake Forms
Learn how to manage Intake Forms
Intake forms allow you to design a structured flow of questions that users must answer before they start interacting with the SmartChat Assistant or are transferred to a human agent.
This feature helps gather important information upfront and improves the quality of the conversation that follows.
To create an Intake Form:
- 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 (e.g., 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.