Inbound leads
Capture company, volume, timeline, and contact details while the visitor is still talking.
How it works
Design the form, then let the agent fill it
- 01
Define your forms
Set up fields for leads, tickets, feedback, bookings, or a custom shape your process needs.
- 02
Connect the agent
Give a subagent permission to write — so the main conversation stays focused while records get saved.
- 03
Collect during the chat
The agent asks for email, intent, or issue details, then saves a complete record — not a messy transcript dump.
- 04
Work it as a team
Open the record, assign a person, and track status the same way you would in a lightweight CRM.
Capabilities
What AI Forms are for
If it should become a row someone acts on, it belongs here.
Support tickets
Open a ticket only when a human is needed — with context already filled in.
Feedback & reviews
Ask follow-ups, classify sentiment, and store structured product feedback.
Booking requests
Collect preferred times and contact info, then queue a request for your calendar owner.
Custom forms
Build the fields your business cares about — not a one-size CRM template.
After the conversation too
Conversation intelligence can write AI Form entries once the chat or call ends.
In practice
Why not paste the transcript into a CRM by hand?
Because nobody does that consistently — and when they do, fields are missing.
Complete records
The agent asks for the fields you defined before it saves, so records are usable on day one.
Same shape every time
Reporting and handoffs work because every lead or ticket looks alike.
Scoped to your org
Records stay with your organization — not mixed into someone else's workspace.
Works with voice
Spoken conversations can fill the same forms as chat.
FAQ
Common questions
Is this a full CRM?
It is a structured place your agents can write to and your team can work from. Many teams use it for intake, then send important records to the tools they already live in.
Can the agent update an existing record?
Yes. Helpers can create or update a record based on what the visitor said — for example adding notes to an open ticket.
Does conversation intelligence use AI Forms?
It can. After a conversation ends, a reviewer can save leads, tickets, or other entries automatically.
7-day free trial · no credit card
Try it this week. Tell us what broke.
We’re still early. You may hit a rough edge — we’re sorry when you do, and we fix it quickly. Start a 7-day trial on any plan, put an agent on a page, and tell us what you needed that wasn’t there.