Your InSite agent can display an Act-On form directly inside the chat interface. This allows visitors to provide their details without leaving the conversation.
Forms are added to response rules. When a rule is triggered, the agent presents the form as part of its response. This lets you collect information at the exact moment a visitor shows interest, such as asking for pricing, requesting a demo, or contacting sales.
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- Forms are added as assets to response rules.
- Each response rule can include one form.
- Multiple rules can trigger the same form.
- Supported fields: text, paragraph, and combo box fields.
- Form styling is ignored. The chat UI controls how the form appears.
Adding a Form to a Response Rule
Forms are configured within a response rule on the Responses tab of the agent composer. When the rule is triggered, the agent presents the form to the visitor inside the chat window.
Because forms are tied to response rules, you can trigger the same form from different visitor questions. This allows the agent to capture interest even when visitors phrase their request in different ways.
For example, a single demo request form might be triggered by messages such as:
- "Can I schedule a demo?"
- "I'd like to see the product"
- "Can someone show me how this works?"
Selecting a Form
Each response rule supports one form. When adding a form asset, you can select from any Act-On forms already created in your account.
If a form includes fields that are not supported in the chat interface, the form will appear in the picker but cannot be selected.
Supported field types:
- Text fields
- Paragraph fields
- Combo box (single and multi-select)
These field types support common lead capture forms including name, email address, company name, dropdown selections, and open text responses.
Not currently supported:
- File upload fields
- CAPTCHA fields
- Rich text content blocks configured in your form
The form’s styling is ignored when displayed in chat. The visual appearance of fields is controlled by your agent’s design settings so that forms match the rest of the chat interface.
Submission Response Message
After selecting a form, you can define a message that appears when the visitor submits it.
This message is not generated by AI. The text you enter will be shown exactly as written.
Use this message to confirm that the submission was received and explain what happens next. For example:
- Confirm that the request was received
- Explain when someone will follow up
- Provide a helpful next step or resource
What Happens After Submission
After submitting a form, the visitor can continue asking questions and the conversation continues normally.
The form submission is processed in the same way as any other Act-On form submission. This means it will appear in the same reporting and follow the same routing and automation configured for that form.
For example, depending on your form setup, submissions may:
- Trigger an automated program
- Create or update a contact record
- Notify a member of your team
Exactly what happens after submission depends on how the form itself is configured within Act-On.