Collect the details in the conversation.
The agent asks one question at a time, skips anything the customer already said, and saves a completed record on their profile.
It only asks for what is still missing.
You name the fields. The agent fills them from the conversation.
A name and a date in the first message stay filled. The agent moves to the next open field.
On every channel the agent is on
Write the questions once.
They run on the channels that agent is already on: website, Instagram, WhatsApp, email, or a call.
Name the fields
Budget, timeline, guest count. Whatever your team needs before a follow-up.
Set what an answer changes
One reply can open the next questions and drop the ones that no longer apply.
Turn it on for the agent
Smart Forms sits with booking, tickets, and orders. Switch it on, and the agent can use that form.
Your team gets a finished record.
The answers land on the customer, with the conversation that gave them.
Ana Ortiz · WhatsApp
Every answer maps to a field.
When the last answer is in, the customer's profile has the details your team asked for.
Ready for whoever picks it up.
Give the person calling back the details they need.
Before a callback. Collect service area, scope, and urgency before your team calls back.
Before dispatch. Collect address, account, and issue type before sending someone out.
Clinic intake. Reason for the visit and the details the front desk needs, before the patient arrives.
Catering quotes. Date, headcount, and menu needs, so the quote starts from the right numbers.
Customer onboarding. The setup details a new customer owes you, gathered in the first conversation.
Surveys and advisor handoffs. Short surveys after a visit, or the answers an advisor needs before they take over.
Ask Ally to review the submissions.
Ask in plain words.
Review completed forms through a conversation with Ally.
Start the day with them.
New submissions are included in your daily briefings.
Every paid plan
Smart Forms is included on every paid plan.
Every channel
Website, Instagram, WhatsApp, email, or a call.
On the customer
Answers stay on the profile with the thread.
Out to your CRM
A workflow can send the completed record on.
Questions, answered.
Still unsure? Talk to a human.
Still unsure? Talk to a human.
The next conversation can finish the intake.
Turn Smart Forms on for one agent. 14 days, no credit card.