Forms

Forms

Forms let IotaBot collect structured information from visitors — right inside the chat — instead of a back-and-forth conversation. Use them for lead capture, bookings, KYC, support intake, and more. You can start from a prebuilt template (Loan Application, KYC / Account Opening, OPD Appointment, Support Ticket, HR Leave, Contact / Enquiry, Insurance Claim, Site Visit) or build your own.

How a form is structured

• Steps — a form has one or more steps, each with a title and a set of fields (multi-step wizards are supported).
• Fields — supported types: text, email, phone, number, date, textarea, select, radio, checkbox, file, otp, hidden, and gdpr_consent. Each can be required, have a placeholder, help text, options, and validation.
• Conditional branching — a step can jump to another step based on a field's answer (e.g. if "Loan type" = "Home" → go to step 3).
• Sensitive fields — mark fields like ID numbers as sensitive so they're handled with extra care.

Audience & submit mode

• Audience — a form can be offered to the visitor (initial), used by a human agent, or both.
• Submit mode — batch (all at once), sequential (one field/step at a time in chat), or ticket (submitting the form creates a ticket from the answers).
• On submit — you can optionally call a webhook; if it returns a response card, that card is rendered back in the widget.

Forms are usually launched from a quick action button or offered by the AI at the right moment. Manage them in the dashboard under Websites → your site → Forms.