Capability

Ask inside the chat. No link. No bounce.

Forms run inside the conversation itself, one question at a time, and every answer lands on the contact record where you can segment and branch on it.

In-chat Validated Stored on the contact
The ledger

What a form does, where the answers go, and what it refuses.

A form that sends someone to a web page loses most of them at the tap. This one never leaves the conversation.

How it runsin the conversation
  • One question at a time, so it reads like a conversation rather than a wall
  • Inside WhatsApp, with no link to tap and no browser to load
  • Answers are validated, and a wrong answer is asked again rather than silently accepted
  • Published as a public link too, when a chat is not the right place
Where answers goonto the contact
  • Stored as fields on the contact record, not as a submission in a separate list
  • Available to segment on, so "everyone who said size M" is a real audience
  • Available to branch on, so a journey can take a different path per answer
  • Available to personalise with, filling a template variable from a real answer
  • Recorded with their timestamp, visible on the contact timeline
What it refusesguardrails
  • A malformed answer is not accepted quietly. The question is asked again, which is the difference between data and noise
  • A form cannot run outside the messaging window without an approved template to open it
  • Consent is checked before a form is sent, in the data layer
  • Every answer is attributable, to the contact, the form and the moment
Worked example

A booking, asked and answered in the thread.

A journey starts the form

Triggered on a keyword, so nobody has to remember to send it.

trigger
The first question goes out

One thing at a time, phrased as a person would ask it.

question 1
She answers "Medium"

Validated against the sizes in your catalog, then stored.

validated
She fumbles the date

31st February is refused, and the question is asked again politely.

re-asked
Both answers land on the record

Size and date are fields now, not text buried in a chat log.

fields set
The slot is held

The journey books it and confirms, using her own answers in the message.

booked
Questions

Asked and answered.

Can I collect information inside a chat?

Yes. Forms run inside the conversation itself, one question at a time, and every answer lands on the contact record. There is no link to tap and no page to load.

What happens if someone gives a wrong answer?

It is asked again. Answers are validated, so a malformed date or an unavailable size is refused rather than silently accepted, which is the difference between usable data and noise.

Where do the answers end up?

As fields on the contact record. That means you can segment on them, branch a journey on them and personalise a message with them, rather than reading a dead-end submission.

Can a form be used outside a chat?

Yes, a form can be published as a public link when a conversation is not the right place.

Do forms respect consent and messaging windows?

Yes. Consent is checked in the data layer before a form is sent, and a form cannot open a conversation outside the messaging window without an approved template.

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