Build · Module
Forms
Collect structured data on any channel and turn each submission into an Action
Forms collects data from anyone on the web, embeds, portals or WhatsApp and turns each accepted submission into a real record such as a CRM lead or Desk ticket. Consent, spam protection, India field types and analytics are built in.
What it does
Forms is inside the Year-1 boundary (W1, GA in W2). A drag-and-drop builder offers text, email, phone, number, date, select, checkbox, file, consent, hidden and rating fields, with validation and logic for show, hide, jump and required-if, evaluated the same way on client and server. Themes use the brand kit with an approved font list and no arbitrary scripts. Versions move through draft, published, closed and archived, and every submission pins the version it was made on.
Submissions become records
Each form has an on-submit Action — creating a CRM lead by default, a Desk ticket, or another entitled Action — with field-to-input mapping. Any number of Automations can trigger on accepted submissions. Spam protection combines captcha, honeypot, rate limits and an AI spam score; spam is stored separately and not processed. Consent fields bind to a purpose code and create consent records, with the notice text versioned with the form. Source attribution captures UTM, referrer and landing page. Double-submit protection uses an idempotency key.
Channels
Forms can be embedded, hosted on a non-guessable URL, shown as a popup, or placed on Marketing landing pages and custom domains. WhatsApp Flows publishing sends eligible forms as WhatsApp Flows with a web fallback for unsupported fields, and WhatsApp autoresponders confirm submissions to opted-in submitters (both to verify). Portal and internal forms prefill identity for logged-in users.
Built for India
India field types include GSTIN with checksum, PAN (classified sensitive and masked), PIN code, Indian mobile number and INR amount. Labels, help text, errors and consent notices are planned in English, Hindi and Tamil. A payment field can generate a payment link or UPI intent through Billing's licensed partner (verify).
Richer forms
Multi-page forms, save and resume via a signed expiring link, prefill via signed tokens with no personal data in URLs, calculated fields, lookups, conversational mode, approval-on-submission templates, per-form retention and bulk operations. Form analytics show views, starts, completions, per-field drop-off and conversion to lead or ticket. Rendered forms target WCAG 2.2 AA. Form from prompt drafts fields, logic and mapping from a description.
Features
What Forms includes
Form builder
Drag-and-drop with text, email, phone, number, date, select, multiselect, checkbox, file, consent, hidden and rating fields.
Validation and logic
Required, regex, ranges and file rules, plus show, hide, jump and required-if evaluated identically on client and server.
Themes and versioned publishing
Brand kit themes without arbitrary scripts; submissions pin the form version.
Embed, hosted page and popup
Embed script, non-guessable hosted URL, popup, landing page embedding and custom domains.
Submission to Action mapping
Create a CRM lead, Desk ticket or other entitled record with field-to-input mapping.
Spam protection
Captcha, honeypot, rate limits and AI spam score, with spam kept separate.
Consent capture and attribution
Purpose-bound consent records with versioned notices, plus UTM, referrer and landing page capture.
Submission inbox
Filter, inspect, mark spam, reprocess failed submissions and export CSV.
Multi-page, save and resume, prefill
Progress pages, resume via signed expiring link and prefill via signed token with no personal data in URLs.
India field types
GSTIN with checksum, masked PAN, PIN code, Indian mobile and INR amount.
Multilingual forms
Labels, errors and consent notices in English, Hindi and Tamil with a language picker.
WhatsApp Flows and autoresponder
Eligible forms published as WhatsApp Flows with web fallback, and template confirmations (verify).
Payment field
Payment link or UPI intent via Billing's partner, with submission status following the payment (verify).
Form analytics
Views, starts, completions, per-field drop-off, time to complete and conversion to lead or ticket.
Retention, bulk operations and accessibility
Auto-delete or anonymise after N days, bulk export and erase, and WCAG 2.2 AA target.
Form from prompt
AI drafts fields, logic and mapping from a description.
Workflow
Submission to record
- 1
Respondent opens the published form
- 2
Submission validated and spam-scored
- 3
Consent records created
- 4
Optional payment completed
- 5
On-submit Action creates or deduplicates the record
- 6
Accepted event triggers automations
Workflow
Lead capture to WhatsApp follow-up
- 1
Form embedded on a landing page
- 2
Submission creates a CRM lead with attribution
- 3
Automation sends a WhatsApp confirmation to an opted-in submitter
- 4
Lead is routed for follow-up
AI
AI skills and Digital Employees
Form from prompt
Draft fields, logic and mapping from a description.
AI spam score
Scores submissions so spam is kept separate.
Form performance proposals
Suggests shortening, field order and logic changes from drop-off data.
Digital Employees that use this module
- AI CRO Specialist
- AI Email & WhatsApp Campaign Specialist
- AI SDR — Inbound Lead Responder
They act through the same governed Actions as people; risky steps wait for approval.
Frequently asked questions
Where do submissions go?
Each accepted submission runs the form's Action, for example creating a CRM lead or Desk ticket, and can trigger any number of automations.
Are respondents charged as users?
No. People who submit forms are never seats and are never charged.
Can forms run on WhatsApp?
Publishing eligible forms as WhatsApp Flows is planned, with a web link fallback for unsupported fields. Capability and pricing must be verified.
How is consent handled?
Consent fields bind to a purpose code and create a consent record, and the notice text is versioned with the form.
See Forms in your workflow
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.