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Forms

Standalone Feature​

Forms

The Forms Module enables you to create intelligent, AI-powered forms for automated data capture, customer funneling, and feedback collection. Unlike general-purpose tools like Google Forms, TrueBeep Forms are designed specifically for:

  • Automated Data Capturing – Collect structured customer information through AI-guided conversations
  • Customer Funneling – Guide prospects through qualification and intake processes automatically
  • Feedback Collection – Gather valuable insights from customers efficiently
  • Lead Qualification – Capture and categorize leads based on custom criteria
  • Service Requests – Handle inquiries, complaints, and service requests systematically
  • AI Integration – Seamlessly integrate with TrueBeep's AI auto-reply system for intelligent form completion

Accessing the Forms Module​

Log in to TrueBeep. After authentication, you will land on the TrueBeep dashboard.

Navigate to the Forms section. Click Forms in the main navigation sidebar to open the Forms page, which lists all your existing forms.

Creating a New Form​

  • On the Forms page, click the Create Form button to begin a new form.

  • Enter form details. Provide a Form Name (e.g., “Customer Feedback Survey”) , description and Form Purpose. This name helps you and your team identify the form later.

  • Save the form settings. Click Save or Next to create the form with these details.

Designing the Form​

After creating the form, the Form Builder interface appears.

The Form Builder in TrueBeep provides a simple drag-and-drop interface to create custom forms.

  • On the left panel, users can select from various field types — such as Text Input, Number Input, Email, Phone, Date Picker, Select, and more — and drag them into the canvas area on the right to build their form.

  • The top bar includes options to name the form, save it, preview, access AI Integration Guidelines, and generate a public URL. This makes it easy to design and publish interactive forms for different use cases like reservations, surveys, or lead capture — without writing any code.

  • Select from various field types — such as Text Input, Number Input, Email, Phone, Date Picker, Select, and more — and drag them into the canvas area on the right to build their form.

  • Select the section you want to edit from the canvas.

  • The Text Input Field Settings panel in the TrueBeep Form Builder allows you to fully customize individual input fields. On the left side, you can set the placeholder, helper text, and default value, as well as define minimum and maximum character lengths. You can also toggle Is Required to make the field mandatory.

  • Additionally, there's an AI Instructions section at the bottom where you can add custom guidance for AI-powered processing. This is particularly useful when using forms with AI Auto-Reply — the AI will use these instructions to understand what information to collect and how to ask for it during automated conversations.

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On the right side, you see a live form preview, which updates instantly as you modify field properties — making it easy to design accurate, user-friendly forms in real time.

Saving and Publishing​

  • Save as you go. Use the Save button periodically to store changes.
  • Preview the form to see how it looks in desktop and mobile devices.
  • By clicking on Public URL , you will get the sharable link.
  • Click on AI Integrations Guideline to see Form Building Guidelines .

AI-Powered Form Integration​

TrueBeep Forms integrate deeply with AI Settings to enable automated, conversational data capture. When configured with AI auto-reply:

  • The AI can guide customers through form fields during natural conversations
  • Forms are automatically populated based on customer responses in messaging channels
  • You can attach forms to Inbox Auto-Reply to capture structured data while the AI handles inquiries
  • AI Instructions can be defined for each form field to control how information is collected

To use forms with AI auto-reply, configure your AI Settings and attach a form to the Inbox Auto-Reply feature. This enables the AI to collect structured information from customers automatically across Messenger, Instagram, and WhatsApp.

Managing Forms​

View form list. The Forms page shows all your forms. You can see each form’s name, total response, public url and date.

  • To change a form’s design or settings, click the action button (...) next to the form. Make updates and save.

Viewing Form Responses​

  • To access the individual form submissions from the list, select a form and click View Responses (or click on title). This displays a table or list of all submissions.

  • Analyze data. Filter or search submissions to find relevant entries. Export the data (for example, as a CSV file) for analysis or reporting outside TrueBeep.

AI-Funneled Form Responses​

When forms are integrated with AI Auto-Reply, responses collected through AI-guided conversations appear in your form responses list with a distinctive tag that identifies them as AI-funneled submissions. This allows you to:

  • Distinguish between submission sources — easily identify which responses came through AI conversations versus direct form submissions
  • Track AI conversion rates — measure how effectively the AI is capturing structured information
  • Audit AI performance — review the quality and completeness of AI-collected data

All AI-funneled responses are stored alongside manual submissions, giving you a complete view of all customer data in one place.

  • Integrate with contacts. Each submission can be linked to a TrueBeep contact record. Check that new leads are added automatically and that existing customer profiles are updated with the response information.