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How can I connect my form with Bot Lead Capture Skill?

< 1 min read

To connect your form with the Bot Lead Capture skill in AI Chat Bot, follow these steps:

  1. Create the form: If you haven't already, create a form by going to the "Database/Contacts" section in the left side menu, and click on "Forms." Design your form using the drag-and-drop form builder, add the necessary fields, and save it.
  2. Open your chatbot's settings: Click on "AI Chat Bot" in the left menu bar and select your chatbot.
  3. Add or edit a Lead Capture skill: Navigate to the "Skills" section, click on "Create Skill" or edit an existing Lead Capture skill.
  4. Choose "Lead Capture" as the skill type.
  5. Select the form: In the Lead Capture skill settings, look for a dropdown menu or a list of available forms. Choose the form you created in step 1.
  6. Save the skill with the selected form.

Now, your form is connected to the Bot Lead Capture skill, and the chatbot is ready to capture leads using the custom form you created.