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MxChat Forms

Version 1.2.13 · Updated 6 days ago

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

Version 1.2.13

  • New Form submissions and guided wizard answers are now included in WordPress's built-in personal data tools. When a visitor requests an export or erasure of their personal data from Tools in the WordPress dashboard, the data they entered through conversational forms and wizards is exported or deleted automatically, matched by their account or the email address they typed. Exports show each answer next to the question it answered, and the suggested privacy policy text now describes what form data the site stores.