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MxChat Forms

Trigger custom forms and multi-step wizards from inside the chat. Capture leads, run product recommendations, handle support tickets, and run eligibility quizzes — all without leaving the conversation.

Features

  • Custom form builder — multiple field types (text, dropdown, checkbox, etc.) wired into the chat with field validation and required-field control.
  • Conditional Wizards — linear question flows with outcome rules based on answer combinations. Perfect for guided lead-qualification.
  • Branching Wizards — dynamic decision trees where each answer determines the next question. Ideal for product recommendations, troubleshooting, and eligibility checks.
  • Action-based triggering — forms appear naturally during chats when the AI detects relevant intent (lead capture, support, surveys) — no clunky "open form" CTA needed.
  • Message-based triggers — fire a form after N messages for more controlled engagement (e.g. ask for email after the third exchange).
  • Role-specific forms — restrict triggers to specific WordPress user roles for targeted data collection (admins, customers, subscribers).
  • Wizard session tracking — completion rates, full session history, exportable analytics so you can iterate on what converts.
  • Custom email notifications + transcript attached — route submissions to any inbox, with the full chat conversation included as a .txt file.
  • Chat input blocking + CSV export — block free-text during a form to ensure complete responses; export every submission to CSV with one click.

What's new

Recent release notes will appear here as new versions ship.