SELECT A PREMADE AI FORM

Select an existing form (e.g., a pre-made template) to quickly make your own add multi-step questions to your Chatbot.

WHAT IT DOES

The AI Form feature lets you connect an existing MOBLE form to your Chatbot for a seamless, conversational data capture. This is the fastest way to deploy a form, since you can choose from out-of-the-box templates or any previously created forms.

WHAT IT IS

PRE-MADE TEMPLATES:

  • MOBLE provides default forms (e.g., Sales Lead, Support Ticket, Project Tasks) that you can edit or clone.

MANAGE FORMS ACCESS:

  • By clicking “Manage Forms,” you can see all forms (both website and chatbot) and make edits in one place.

CLONING:

  • Easily duplicate an existing form to make variations—ideal for preserving the original while making targeted changes.
HOW TO USE
  1. Go to AI Agent Settings
    • In the Main Menu, select AI Agents and choose an agent or create a new one.
  2. Locate the “AI Form” Field
    • Scroll down to the AI Form area in your Agent’s settings.
  3. Select an Existing Form
    • Choose a form from the dropdown. (Tip: pick a template closest to your needs for minimal editing.)
  4. (Optional) Manage/Clone
    • Click Manage Forms to open a full list of your forms.
    • Clone a form to create a variant and then edit only the specifics you need.
  5. Save & Test
    • Click Save and preview your Chatbot.
    • The existing form’s questions will appear in the Chatbot conversation.
BEST PRACTICES

START WITH A TEMPLATE:

  • It’s faster to clone and edit than build from scratch.

MINIMAL EDITS:

  • Only change essential fields like brand references or disclaimers, especially when using proven MOBLE templates.

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