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Find it in Darwin Agent Studio → Outcomes Open this screen ↗
A live form reaches visitors in three ways: the agent offers it in the conversation, its button sits at the top of the chat, or a button on your own website opens it. Book a meeting can also ask its own questions before the calendar.

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When the agent offers it

When a visitor asks for what a form is for, matching your Offer it when the visitor… sentence, the agent says a line and opens the form in the chat. Its button, such as Get a quote, shows above the message box too. The form works like this for the visitor:
  • One question shows at a time. Answered steps fold into a line at the top, and Back changes an answer.
  • Questions the visitor already answered in the chat arrive filled in, when you let the agent fill them in.
  • Name and email come last. Send request sends it.
The last step of Request a quote in the chat, 4 of 4: the answers folded into one line, Where should we send it?, with the name Dana Ruiz, the email dana@northpeak.co, an optional phone field, Send request and Back.
After sending, the visitor sees your thank-you message, or, if the form ends in a meeting, the next step of booking.

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Put the form at the top of the chat

Turn on Also at the top of the chat on a form, then Save changes. Its button takes the place of Book a meeting under your agent’s name, so visitors can open the form without asking.
The top of the chat: the agent's name, Maya, with the Get a quote button under it, marked.
  • Only one form can have this spot. Turning it on for another form and saving moves it there.
  • Once the visitor has a form in the chat, the button gives way to Book a meeting again, if you take bookings.

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Open a form from your website

Make a chat button for your own page, such as Get a quote next to your prices:
1

Add a button

Open Agent Studio → Buttons and select Add button. Type its Button label.
2

Point it at the form

Under When clicked, select Open a form (1), then pick the form under Form (2). Only live forms are listed.
A chat button being edited: Button label Get a quote, When clicked set to Open a form, marked 1, and Form set to Request a quote, marked 2.
3

Save and paste it

Select Save changes, copy the button’s code and paste it on your page. See Add chat buttons to your website.
A click opens the chat on that page, straight into the form.
The Request a quote form in the website chat on step 2 of 4: the first answer, Brand refresh, folded into a line, then When do you want it done? with three choices and a Back link.

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Ask questions before any meeting

Book a meeting is built in. Give it questions, and every meeting request opens them first, before the calendar.
1

Open Book a meeting

In Agent Studio → Outcomes, select Book a meeting at the top of the list.
2

Add the questions

Under Questions before the calendar, tap a suggestion such as Team size, Budget, Timeline or What they want to solve to add a ready-made question, or add your own. Mark the answers that rule a visitor out with Not a fit (marked).
Book a meeting, built in, set to Questions first: How big is your team? with five choices and Just me flagged Not a fit (marked).
3

Save

If you marked answers Not a fit, edit the message those visitors see under If they’re not a fit. Then select Save changes. The card now says how many questions come first.
From then on, the questions open first however the visitor asks for a meeting: in the conversation, with Book a meeting at the top of the chat, from a chat button, or after a form that ends in a meeting. Name and email come last.
Book a meeting in the chat, step 1 of 3: How big is your team?, with the choices Just me, 2–10, 11–50 and 51+.
  • Visitors who fit go on to the calendar.
  • Visitors who don’t fit see your message instead of times. Their answers still come to you, marked Not a fit, and the agent doesn’t offer them a meeting again in that chat.
Book a meeting after the visitor answered Just me and Yes: Thanks, with the message that from their answers the team isn't the right fit just now and has their request.
Remove every question to send visitors straight to the calendar again.

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Good to know

  • The agent opens one form at a time and never asks a form’s questions in plain messages.
  • In Experiments, a form opening counts as the booking step, the same as the calendar opening.
  • Booking needs scheduling set up. See How meetings get booked.

Requests and follow-up

See what visitors sent and pass it on.

Add chat buttons to your website

Every kind of button you can put on your pages.