Forms

KarmaFlow provides two types of forms: CRM Forms for collecting information on your website, and Agent Forms for structured data capture during AI-driven conversations.

CRM Forms

CRM Forms are embeddable web forms designed to capture leads, intake details, and structured customer information.

Creating a Form

1. Navigate to CRM > Forms
2. Click + Create Form
3. Use the Form Builder to add fields:
   • Text input, email, phone, textarea
   • Dropdown select, checkbox, radio buttons
   • Date picker
   • Hidden fields
4. Configure form settings:
   • Title and description
   • Success message — What visitors see after submission
   • Redirect URL — Optional page to redirect after submission
5. Save the form

Embedding Forms

Each form generates an embed code. Add it to your website:

• HTML embed — Paste the form code directly into your page
• Link — Share a direct URL to the hosted form

Viewing Submissions

Click a form to see its submissions. Each entry shows:

• Submitted data
• Submission date
• Source page URL
• Associated contact (if created)

Agent Forms

Agent Forms are structured data collection templates used by AI agents during live or background interactions.

Creating an Agent Form

1. Navigate to Agents > Agent Forms
2. Click + Create Form
3. Define the fields the AI should collect
4. Save and assign the form to a chat, voice, or task agent

When the form is assigned to an agent, the AI attempts to collect the defined fields during the interaction and return the captured data in a consistent structure.