Questions stay together
Change the form instead of maintaining separate question lists for every channel.
Intake forms
One form. Every conversation.
Keep your questions, required information and response setup together across channels.
The workflow
Build the questions your team needs.
- 1
Choose the questions
Collect the details that make a request useful. Add required fields and show follow-up questions when they apply.
- 2
Connect a channel
Publish a hosted link, embed website chat, or connect voice and text to the same form.
- 3
Choose a response
Keep a request on the dashboard, notify fixed contacts, or use your coverage schedule.
Service request
- What do you need?
- A repair appointment
- Where is it?
- North location
- How can we reach you?
- (312) 555-0148
The same questions, whichever channel they choose.
Follow-up stays relevant
Conditional questions collect more detail when an answer calls for it.
Response belongs to the form
A routine inquiry can be logged while another form alerts a responder.
A little more detail
Questions, answered.
Does every form need escalation?
No. Choose log only, fixed-contact notification or coverage escalation for each form.
Can I start with one channel?
Yes. Begin with a hosted web form and connect other channels as your setup grows.
Keep exploring