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Find it in Darwin Meetings → Requests Open this screen ↗
Every request a visitor sends through one of your forms is saved with its conversation, and it goes out by email and to any tool you connect. Answers to Book a meeting’s questions are saved the same way.

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See every request

Open Meetings and select Requests at the top.
Meetings with Requests selected, marked: 2 requests, Sam Patel's Book a meeting answers Just me and Yes marked Not a fit, and Dana Ruiz's Request a quote, Website redesign, about 20 pages and Within a month, marked Fit.
Each row shows:
  • Sent: when the visitor sent it.
  • From: their name, email and phone, if they gave one.
  • Request: the form’s name and the first two answers.
  • Fit: Fit, or Not a fit when an answer ruled them out.
  • Billing: Counted, Not billed or Removed. See How requests are billed.
  • Conversation opens the chat the request came from.
Search requests looks through names, emails and answers. Outcomes, at the top of the page, opens Agent Studio → Outcomes.

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Read a request beside its conversation

In Conversations, a conversation with a request shows the form’s name as a badge in the list, and “Request a quote sent”, for example, at the top. The panel on the right has the request:
  • each question and its answer
  • the visitor’s name, email and phone
  • Fit, with the question that ruled them out
  • when it was sent, and its billing state
The request panel beside Sam Patel's conversation: Book a meeting, Sent, with the answers Just me and Yes, the name and email, Fit: Not a fit because of How big is your team?, the time sent, Billing: Not billed, not a fit, and the Not a real request button.
If the request isn’t real, such as spam or a colleague trying the form, select Not a real request. It stays in the conversation, marked Removed from your bill. On a request that’s billed, the button is there until the request counts, three days after it’s sent. A form the visitor opened but didn’t send shows as Not sent, with when it was opened.

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Get each request by email

Darwin emails each request, with every answer and whether the visitor was a fit:
  • Your team: everyone with Bookings and requests turned on in Notifications. It’s on to start.
  • Extra addresses: up to five per form, such as sales@ or a shared inbox. Add them under Send answers to → Email on the form. See Build an outcome.

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Send requests to other tools

Darwin doesn’t add requests to a CRM on its own. Use Zapier or a webhook for that.

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Good to know

  • Removing a form doesn’t remove its requests. They stay here and in Conversations.
  • Requests sent from the Agent Studio preview aren’t listed in Meetings → Requests.
  • A privacy erase for a visitor clears their requests’ answers and contact details too. See Privacy.

How requests are billed

What counts, what doesn’t, and how to take a request off your bill.

Connect Zapier

Send each request’s answers to your CRM or a sheet.