🧾 Custom Form Action
Custom Form actions allow your AI assistant to show a fully customizable form inside the chat interface.
They’re perfect for collecting user data (like contact details, feedback, or demo requests) and optionally sending that data to a webhook or automation tool.
🧭 Overview
You can create any kind of form with multiple fields such as name, email, phone, or message.
Once the user fills it, the data can be:
- Stored in Ainisa for internal use
- Sent via webhook to your own backend or CRM
- Used to trigger external automations (like n8n or Zapier)
⚙️ How to Create a Custom Form Action
Go to
Business Dashboard → AI Assistants → AI Actions → Create Action
Then choose
Action Type: Custom Form
🖼 Custom Form
🧱 Main Fields
| Field | Description |
|---|---|
| Action Name | The name of your form (for example, “Contact Us Form”). |
| When To Use | Short text for AI to understand when to show this form. Example: “Use this action when user wants to contact us.” |
| Form Fields | Add and customize available fields: Firstname, Lastname, Email, Phone, Message, etc. Each field can be toggled on/off, marked as required, and given a custom label or placeholder. |
| Has Call To Action (CTA) | Optional text or link shown after the form submission. Examples: “Get coupon code” or “Open special offer”. |
| Webhook URL | (Optional) If set, form data will be sent as a POST request in JSON format to your provided webhook URL. |
| Enabled | Toggles the action on or off. |
💡 Example Configuration
| Field | Example |
|---|---|
| Action Name | Contact Form |
| When To Use | Use this form when the user wants to contact our sales team |
| Fields Enabled | Firstname, Lastname, Email, Phone |
| Has Call To Action | ✅ Yes |
| CTA Type | Text |
| CTA Label | Get coupon code |
| CTA Text | AINISA2025 |
| Webhook URL | https://example.com/api/webhooks/contacts |
| Enabled | ✅ |
🧠 Call To Action (CTA)
After a user submits a form, you can show a Call To Action (CTA) section.
This CTA can have two types:
| Type | Description | Example |
|---|---|---|
| Text | Displays static text after submission, such as a coupon or promo code. | Label: Get coupon code — Text: AINISA2025 |
| Link | Displays a clickable button with a link. | Label: View Offer — URL: https://ainisa.com/en/pricing |
🪄 Webhook Integration
If you provide a Webhook URL, Ainisa will automatically send a POST request to that URL after a form is submitted.
Example request body:
{
"firstname": "Javid",
"lastname": "Aliyev",
"phone": "+994501234567",
"email": "javid@ainisa.com",
"timestamp": "2025-11-05T01:08:00Z"
}Use this data to trigger workflows, store leads, or forward messages to your CRM or automation tools like n8n, Make, or Airtable.
💬 Example in Chat
When a user asks:
“I want to contact your team.”
The AI will display your configured form directly in chat:
- Fields for Firstname, Lastname, Phone, and Email
- A submit button
- (Optional) CTA shown after submission, e.g., “✅ Thank you! Your coupon code: AINISA2025”
🖼 Enable and add CTA
💼 Example Use Cases
Here are some practical examples of how businesses use Custom Form actions inside Ainisa:
1. 🧾 Lead Collection
Businesses can collect user contact details when a visitor asks for more info.
Example:
User says: “I’m interested in your enterprise plan.”
→ AI shows a Contact Form to collect Name, Email, and Company.
→ Data is sent to CRM or Slack via webhook.
2. 🛍 Product Purchase or Quote Request
If a visitor shows interest in buying a product, you can request form details before processing the order.
Example:
User says: “I want to buy this course.”
→ AI shows Purchase Form with fields for Name, Email, and Payment Preference.
→ On submit, Ainisa calls your webhook (e.g., via n8n) to create an order.
3. 🎟 Promo Campaign or Coupon Form
You can use a form + CTA combo to give visitors special offers.
Example:
User says: “Do you have any promo?”
→ AI shows a Promo Form with Name and Email fields.
→ After submission, it shows CTA with code: AINISA2025.
4. 💬 Feedback or Survey Collection
After finishing a chat session or support interaction, AI can show a short Feedback Form.
Example fields: rating (1–5), feedback message, and email.
→ Submissions go to Google Sheets or Notion via webhook.
5. 🧑💻 Service Request Form
For service-based businesses (marketing agencies, web developers, etc.), the form can be used to start new project requests.
Example fields: Name, Email, Project Type, and Budget.
→ Webhook sends data to project management tools (e.g., ClickUp, Trello, or Monday).
✅ Summary
The Custom Form action allows you to turn your AI assistant into an interactive lead capture or data collection tool — connected to your backend through webhooks or automation workflows.
Perfect for:
- Contact or callback forms
- Booking or quote requests
- Surveys or feedback forms
- Coupon or promo campaigns
- Product purchase forms