> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quickblox.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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:

1. Navigate to the ***Dashboard => YOUR\_APP => SmartChat Assistant*** page.
2. Choose the SmartChat Assistant you want to edit or create a new one.
3. Scroll to the **Intake Form** section.

<Frame>
  <img src="https://mintcdn.com/quickblox/o2RjBAwC-KBPW1oJ/images/smartchat-assistant-intake-forms.png?fit=max&auto=format&n=o2RjBAwC-KBPW1oJ&q=85&s=ea6f8183c53a5db0cc1f008b3839dd0f" alt="Intake forms" width="1556" height="1728" data-path="images/smartchat-assistant-intake-forms.png" />
</Frame>

4. Check the **"Enable intake form"** checkbox to activate intake form functionality.
5. Click **Manage questions** and configure the questions you want to ask (for example,, name, email, issue type).
6. Arrange the questions in the desired order.

<Frame>
  <img src="https://mintcdn.com/quickblox/o2RjBAwC-KBPW1oJ/images/smartchat-assistant-intake-forms-add-questions.png?fit=max&auto=format&n=o2RjBAwC-KBPW1oJ&q=85&s=5c2221ba953e9a90c6bf47b9f5936b96" alt="Add questions to intake form" width="1382" height="766" data-path="images/smartchat-assistant-intake-forms-add-questions.png" />
</Frame>

7. 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.
8. 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:

     ```json theme={null}
     {
         "dialog": {
             "id": "6788f7a357aa22e58d509b3a",
             "name": "GuestUser_q8V4GExUvvBu6cj7UCtXEGdGiR",
             "type": 2,
             "user_id": "205",
             "application_id": "1",
             "occupants_ids": [
                 "201",
                 "205"
             ]
         },
         "message": {
             "id": "6788f7aeb11e91aeba44718e",
             "type": "group",
             "sources": null,
             "body": "The person's name is Jim, and they like to play.",
             "to": "6788f7a357aa22e58d509b3a",
             "from": "201",
             "dialog_id": "6788f7a357aa22e58d509b3a",
             "application_id": "1",
             "date_sent": null,
             "extra_params": {
                 "answer_0": "jim",
                 "answer_1": "play",
                 "intake_complete": 1,
                 "question_0": "What is your name?",
                 "question_1": "What do you like?",
                 "questions_count": 2
             },
             "is_bot_message": 1,
             "is_widget?": null,
             "mentions": null,
             "suggested_questions": null,
             "unknown_answer": null
         }
     }
     ```
9. Save the changes.