How do I customize the forms in my workflow?

Wendi Settings allows you to create custom forms that you can use in your chat widget. In this article, we will show you how to customize your forms so you can gather the information you need from your customers.

To create a custom form, follow these steps:

1. Go to "Forms" in the left navigation.
2. Click "New Form".
3. Give your form a name and add the inputs you want to collect from your customers. The Custom Form Guide explains what fields are available.
4. Click "Save".

Your new custom form is now ready to use in your chat widget. For example, if you wanted to replace your inquiry form with the a custom form, follow these steps:

1. Using the left navigation, go back to "My Organization -> Wendi Settings".
2. Scroll down to "Edit Messages".
3. Open the "Welcome Message" section.
4. Change the "Form sent with message" field in the "Welcome Widget Message" to the custom form you just created.
5. Click "Save".

Your chat widget will now display your custom form when a customer starts a conversation.

In conclusion, creating custom forms in Wendi Settings is a simple process that can help you collect the information you need from your customers. With a few clicks, you can create a form that is tailored to your needs and use it in your chat widget to provide a better customer experience.