How to create a conversational form?
You may want your customer to fill in a contact form, and essentially create a ticket in the Bold360 AI platform. In this case, you can turn the contact form into a conversation so that only one question (field) is presented at a time.
To set up a conversational form, do the following:
- In the AI Console, go to .
- Search for a contact form that you want the task bot to show customers field-by-field.
- Click the pencil icon under the contact form that you want to edit.
- On the Settings tab, select Support as Conversational.
- Save your changes.
- Set up a channeling policy that uses the contact form:
- In the AI Console, go to .
- Click the Create channel icon above your list of policies.
- Name your channel and set its target audience. See How do I define a channeling policy?
- Under What to do, select Ticket for Channel type.
- Select Contact form for Button action.
- Select the contact form and ticketing interface that you want the bot to show your customers.
- Save your changes.
Contact forms that customers filled in are listed in Bold360 AI under .