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In-Interaction forms

In-interaction forms in TrueEngage are forms displayed to users during chats, allowing you to collect information such as contact details, custom fields, topics, and consents, which can be used to guide the interaction or for further processing.

In-interaction forms are forms displayed to the user during a conversation with the bot. They can be used to collect contact details or additional information that can be utilized during the interaction.

The form can include the following fields:

  • first name,

  • last name,

  • phone number,

  • email address,

  • custom fields,

  • topic list (custom dropdown list),

  • consents.

Each field can be configured as optional or required, depending on which data needs to be collected during the interaction with the user. In addition to fields, you can also add your own header text to the form.

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Management Panel Configuration

In-interaction forms are configured in the management panel under:
Account → Settings → In-interaction Forms.

To activate a form, copy the form invocation snippet (available under the “Deployment” button) and use it within the configuration on the Genesys Cloud side.

Genesys Cloud Configuration

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