How to edit the forms?

If you want to quickly and easily collect important information from your customers, we have great news for you! With our chatbot, you can offer personalized forms in the conversation, allowing customers to send their information directly to your company. You can collect information about group quotes, reservation confirmation and cancellation, among other topics. In this tutorial, we will show you how to configure and customize your forms to collect this information more quickly and efficiently. After submitting the form, with all the information you really need in hand, your reservation center can respond later via email, ensuring an even more assertive and excellent customer service experience.

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🔍 Note: With this tool, you can work on creating, editing and deleting fields from the forms that already exist in your bot. If you need to create a new type of form or delete one that already exists, you will need to contact our support team who will make these adjustments for you.

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Topics covered

Types of fields

Step by step

Group form

Types of fields

To make your form more dynamic and adapt to the type of information you need to collect from customers, we have defined different settings for the fields that you want to implement in the chatbot:

• Text: Free text entry field, usually used for information such as name, address, or comments.
• Number: Numeric input field, used to collect information such as age or quantities.
• Dropdown list: Selection field, which presents a list of options for the user to choose from. It is useful for collecting information such as marital status, country, or type of room.
• Date: Field used to collect date information, such as the guest's arrival or departure date.
• Phone: Field used to collect phone information, with numeric format validation.
• Email: Field used to collect email address information, with email format validation.

Step by step

1. Access your Administrative Panel;

2. Click on Settings;

3. Now click on the Forms option;

4. When accessing the form screen, all pre-existing forms in your chatbot will be available for you to edit. To edit them, simply choose one and click on the "pencil" icon on the right side of the screen.

5. First, you will need to fill in the destination email for the form request and an introduction message for when the form is executed in the robot conversation. For example:

6. You can edit or create new fields in the form you are accessing and define them as mandatory or optional.

7. Finally, you will need to fill in the message that will appear after your customer completes the form with confirmation that it has been sent to the responsible department.

8. Now just click on Save and you're done!

Group form

The Group Quote forms have a slightly different field configuration from the others. It has mandatory predefined options and other optional ones that can be enabled or disabled. Below is an example of how it will appear on your screen:

Fields that are already selected with a lighter color are mandatory fields in the quote context, information that is important to the reservation team. Unselected fields are optional and can be made available on the form after you release them in your panel.

In addition to these options, you can also create and edit new fields that are different from the predefined ones, as indicated in the instructions above.