Build a guided customer conversation

Collect information through questions that adapt to answers.

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When to use this. Website visitors need help finding the right service and leaving an inquiry.

What you’ll need. A conversation goal, the required questions, and a destination for the answers.

  1. Choose the goal

    Decide whether the conversation should collect an inquiry, qualify a request, or guide a visitor to the right information.

  2. Build the conversation

    Open Chatbot from your Formbot workspace. Arrange messages, input blocks, and choices in a logical order. Use variables and branches to adapt the path.

  3. Connect the outcome

    Configure available integrations or webhooks when collected information should go elsewhere. Test AI blocks with representative questions before publishing.

  4. Publish and review

    Embed the conversation on the intended page and test all important paths. Review the collected responses to see where wording or branching should improve.

How to know it worked

Each tested conversation path reaches a useful answer or creates a complete inquiry.

Features covered

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