Collect customer details without leaving the chat

Ask for an email or any other detail you track, and your customer fills it in right there.

Send a form from the message box

When you notice a detail is missing, click + in the message box and pick a form. Predefined forms cover common details like a name or phone number. You can also send one you built yourself.

Details Text already knows, such as a name or an email, come prefilled. Your customer only fills in what is missing. The chat stays open for both of you while the form waits.

Build your own form

Create a form in Settings > Customers > Custom forms. Click Create form. Add custom customer fields (saved in the customer profile) or generic form fields (not saved in the customer profile). You can use both in one form. Once saved, the form is ready to send.

Responses go straight to a customer profile, using the same custom customer fields the form was built from. No manual copy-paste is needed.

Available now

Everyone on your team can send forms from any chat.