Forms and Enquiries: Collect Leads With Website Forms

Forms and Enquiries helps you collect customer information from your website. Use this section to create website forms, review form submissions, and manage customer enquiries. The chatbot gives you conversations, while forms give you structured leads with the fields you choose.

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Forms URL

Open: https://portal.wowagent.ai/forms Or, in the left menu, go to Forms and Enquiries and click Website Forms.

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Customer Enquiries URL

Open: https://portal.wowagent.ai/ai-agent/leads Or, in the left menu, go to Forms and Enquiries and click Customer Enquiries. This page shows leads from both the chatbot and your forms together. To see form leads only, open Forms, go to the Submissions tab, and filter by form name.

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Website Forms

Website Forms lets you create and manage forms for your website. Each form covers one use case and has its own embed code and its own submissions table. You work with these screens:

• Listing: All your forms and their status.
• Design Form: Add and configure fields, then reorder them with the builder controls.
• Form Settings: Configure the submit action and available form styles.
• Install on Website: Copy the iframe or custom submission integration.
• Submissions: Review saved entries using the form, search, and date filters.

You can use forms for:

• Contact requests with name, phone, and message
• Service enquiries with a service dropdown and city
• Demo requests with a date and time slot
• Quote requests with quantity, scope, and budget
• Support requests with an order ID and issue type
• Lead capture with a few basic fields before a chat starts
• Feedback collection with a rating and comment
• Appointment requests with a service and time slot
• Consultation requests with a topic and preferred mode

To create a good form in the builder:

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Install on your website

The installation tab includes an iframe URL and custom submission integration examples. Use the generated formKey for the correct form. An iframe embeds the hosted form. A custom integration requires your developer to submit the expected field data to the supplied endpoint. Keep the key and field mapping aligned with the form you saved. Check your website’s embedding and content security settings if the iframe is blocked.

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Review submissions

Open Submissions and use the form, search, and date filters to find entries. Check the fields and submission time, then open the related enquiry when follow-up is needed. Use the enquiry’s Notes and Assign Task tabs to record the outcome and assign the next action. See Inbox and Leads.

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Customer Enquiries

Customer Enquiries shows leads and submissions from visitors through both the chatbot and your forms. Use it as one sales queue for your team. Use it to review:

• The customer’s name, phone, and email, and whether they are valid
• Whether the captured contact details are complete and usable for follow-up
• The visitor’s message in their own words, and the service they selected
• The service or product mentioned in the enquiry, where captured
• Where the submission came from: the form name, page URL, and whether it came from the chatbot or a form
• Follow-up flags, such as callback, urgent, or high value
• A link to the full conversation, if the lead came from the chatbot
• The lead’s status, profile, notes, journey, and assigned follow-up tasks

Daily workflow:

1. Filter by New and Today.
2. Open each lead from top to bottom and read the context before you call.
3. Call high-intent leads within 15 minutes.
4. Update the lead using the status values available in the panel.
5. Add a note about the next step and use Assign Task when another team member should follow up.

Do not leave any lead in New for more than 24 hours.

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Good Form Design

A good form is simple and clear. Every extra field lowers the number of people who complete it. Use only the fields you need. Ask for the essential details first, and collect nice-to-have details later on a call. For example, a simple enquiry form can include:

• Name: Text field, required.
• Email: Email field, optional.
• Phone number: Phone field, required, with a 10-digit check.
• Interested service: Dropdown, required, with 5 to 7 options at most.
• Message: Textarea, optional, with a placeholder such as “Tell us your budget and city”.

Avoid asking too many questions unless you need them. Do not ask for address, company, GST number, budget, and source all on the first form. Collect those details on the follow-up call instead. Use clear titles: “Get a Quote in 2 Minutes” works better than “Submit”. Use action-based button labels: “Request Callback” works better than “Submit”. Add a privacy line, such as “We only call about your enquiry. No spam.”

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Testing A Form

Test your form every time you create or edit it. A 2-minute test can save you from losing leads. Also test what happens when something is wrong. Submit the form with a required field empty, a 5-digit phone number, and an email without an @ sign. Each case must show a field error instead of saving silently. Check the form on mobile to make sure the chatbot bubble does not overlap it. If the bubble covers the submit button, change the widget position in Chatbot Management. After you confirm the test worked, add a “Test” note to the related enquiry and use an appropriate available status so your team does not treat it as a real sales opportunity.

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Using Forms With AI Assistant

Your AI assistant can guide visitors toward your forms. The chat answers questions, and the form captures the lead. For example:

1. A visitor asks about pricing.
2. The assistant answers from your approved business information and directs the visitor to the page containing your quote form.
3. The visitor opens that page, enters their details, and submits the form.
4. You review the submission and available source or conversation context in the panel.

Setup: Install the form on its destination page and create a matching URL redirect or DOM Element Focus rule in AI Navigation. For example, send pricing requests to your quote page. Test the full journey from the visitor’s question to a saved submission.

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Improve Enquiry Quality

To get better enquiries, improve your form, chatbot, and Knowledge Base together:

• Use clear form titles that state the outcome and the time. Example: “Get a Plumbing Quote on WhatsApp in 10 Minutes”.
• Ask for useful contact details. Make phone required and email optional, and add a city dropdown to filter by service area.
• Add service options if needed. A dropdown with your top services stops junk free-text answers like “hi”.
• Keep the message field open for extra details, with a hint such as “budget and timeline”.
• Test the form after every change by submitting it for real and checking Submissions.
• Review enquiries every day. If you spot a junk pattern, fix that field the same day.
• Keep your Knowledge Base updated. If the chatbot shows a wrong price, visitors arrive at the form with wrong expectations.

Every week: Review submission quality and compare form performance using the data available in the panel and your website analytics. Change one field or label at a time, then test again. If spam is high, discuss additional validation or anti-spam measures with your website developer.

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If Enquiries Are Missing

If the issue continues, create a support ticket: https://portal.wowagent.ai/support-tickets Include the following:

• Your website domain
• The form name and formKey
• The test phone number and the time you submitted
• Screenshots of the live form, where the embed code is placed, your Submissions filter, and your Integration status

Do not include passwords.

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Next Steps