AI Forms

Every chat becomes a record.

Your agent fills leads, tickets, feedback and bookings while it talks. No form builder for the visitor, no copy-paste for your team.

Create an AI Form All features

Sales Assistant

Online

Powered by Embage

How it works

Design the shape, then let the agent fill it

  1. 01

    Define your fields

    Pick from 15 field types — email, phone, options, dates, ratings, numbers, long text and more.

  2. 02

    Connect the agent

    A focused subagent gets permission to write, so the main conversation stays natural while records get saved.

  3. 03

    Collect during the chat

    The agent asks for the details it needs, then writes a complete row — not a messy transcript dump.

  4. 04

    Work it as a team

    Open the record, filter the view, assign a person and move it to done — like a lightweight CRM.

Capabilities

What AI Forms are for

If it should become a row someone acts on, it belongs here.

Inbound leads

Capture company, volume, timeline and contact details while the visitor is still talking.

Support tickets

Open a ticket only when a human is needed — with the context already filled in.

Feedback and 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 tables

Build the fields your business actually cares about — not a one-size CRM template.

After the chat too

A post-conversation reviewer can write a record once the chat or call ends, no mid-chat prompt needed.

In practice

Why not paste transcripts 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 rows are usable on day one.

Same shape every time

Reporting and handoffs work because every lead or ticket looks alike.

Templates to start from

Support ticket, sales CRM, suggestion form, event registration — opinionated starting points.

Works with voice

Spoken conversations can write the same forms as typed chats.

FAQ

Questions

What can I collect?

Leads, support tickets, feedback, bookings, or any fields you define across 15 field types.

Are there templates?

Yes: support ticket, sales CRM, suggestion form and event registration are built in. Fork and edit any of them.

Can the agent update an existing record?

Yes. Subagents can create or update rows based on what the visitor says — for example adding notes to an open ticket.

Can my team edit records?

Yes. Every record can be viewed, filtered and edited, and you can save filtered views for recurring work.

Is this a full CRM?

It's a structured store your agents write to and your team works from. Many teams use it as the intake layer and sync important rows to the tools they already live in.

Does conversation intelligence use AI Forms?

It can. After a chat ends, a reviewer can save leads, tickets or other entries automatically.

Free plan · paid plans free for 7 days

Build your first customer agent.

No credit card. Questions? Write to support@embage.com.

Start free Log in