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Create and manage forms

Forms collect answers from customers, in chat, on the web or through a shared link. At the end, you have a form you can find, publish and keep tidy.

Before you start

  • You can see Forms in the left rail. If not, ask your admin.

Steps

Open your forms

  1. Open Forms in the left rail, then select Forms.
  2. Read the line under the title: Whatever your customers fill in — chat, web, or a shared link.
  3. Click All, Draft, Active or Archived. Each shows a count.
  4. Use the Any source picker to narrow by where the form came from. Use the search box to find a name.

Start a new form

  1. Click New form. Start a new form opens.
  2. Pick a template chip that fits your business, or click Start blank.
  3. The form builder opens. See Build a form.

Read a form row

  1. A badge From shows where it came from.
  2. Live in chat means a chatbot is using it.
  3. Public link means anyone with the link can open it.
  4. Click the row to open it in the builder.

Use the row menu

  1. Open the ⋮ menu on a row.
  2. Choose Responses to read answers. See Read form responses.
  3. Choose Share link and QR. See Preview and share a form.
  4. Choose Publish to WhatsApp, or Republish to WhatsApp after changes.
  5. Choose Duplicate. It says Duplicated as a draft.
  6. Choose Pause. It says Paused — the link no longer opens.
  7. Choose Archive to hide it without deleting.
  8. Choose Delete. Confirm Delete ? Submissions already received are kept.

Troubleshooting

Issue Cause Fix
No forms yet You have not made a form. Click New form.
No forms match A filter or search hides them. Click Clear filters.
The public link does not open. The form is paused or still a draft. Set the status to Active.