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.