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Forms

Workspace Forms are lead, support, and custom forms. The product explains that you assign them under Agent → Appearance, that Seed forms may appear when you first open the page, and that each submission gets a Submission ID (visible on Contacts, Analytics → Forms, and in submission details).

Live URL: live.chatmaven.ai/workspaces/forms

Forms video​

Watch the video below for a walkthrough of workspace Forms. You can also follow the written steps in this guide.

Open the Forms video on Google Drive in a new tab if the player above does not load.

Open Forms​

Top bar Workspaces → sidebar Forms.

Forms page: description and table

Create a form​

  1. Click Add form.

Forms table with Seed rows and Actions

  1. In Add form, set:
    • Form name (internal, e.g. Lead)
    • Title (shown on form) (visitor-facing)
    • Message before form opens (chat) — optional chat line before the form in flows/embeds; clear it to open the form without a line.
  2. Under Fields, add Text, Textarea, Single choice, Multi choice, or Dropdown. For each field, set label, type, Required, placeholder, optional Map to contact, and reorder or remove fields.
  3. Click Create; Cancel closes without saving.

Add form modal

Edit a form​

  1. In the table Actions, click the pencil for the form.

Edit icon on a form row

  1. In Edit form, change names, title, chat message, and fields the same way as creation.
  2. Click Update to save or Cancel to discard.

Edit form modal

Delete a form​

  1. In Actions, click the trash icon.

Delete icon on a form row

  1. In Delete form?, read that the form will be deactivated and agents using it will need another form assigned. Confirm Delete or Cancel.

Delete form confirmation