Expertise AI Knowledge Base

Tool: @show_contact_form

Display a structured contact form to collect visitor information

Last updated on October 27, 2025

What it does

Displays a contact form UI to collect visitor information through a structured form interface.

When to use it

ONLY when explicitly needed. For most conversational lead capture, prefer using @ask_question steps.

Configuration

Available in tool settings:

Fields to Collect

  • Name (combined or split into first/last)
  • Email address
  • Phone number
  • Consent checkbox
  • Custom question (text input or dropdown)

Email Validation

  • Option to require work email (blocks free providers like Gmail, Yahoo)

Form Behavior

  • Mandatory vs optional: Force form before continuing or make it optional
  • Display timing: Show after X messages or every Y messages

Title

  • Dynamic: AI-generated based on context (recommended)
  • Static: Custom text you provide

Syntax

@show_contact_form

Example

Basic usage:
1. @recommend relevant information about our services 2. @show_contact_form 3. @mention_specifically: "Thank you! Someone from our team will reach out shortly." 4. @stop_playbook

Tips

  • Prefer conversational @ask_question steps for better user experience
  • Use forms when you need to collect multiple fields simultaneously
  • Configure required fields to match your lead qualification needs
  • Always follow up with a confirmation message
  • Test form completion rates and adjust fields if needed

Configuration Best Practices

For Lead Capture:
  • Enable: name, email
  • Optional: phone, company
  • Consider: work email validation to reduce spam
For Support:
  • Enable: name, email, issue description (custom question)
  • Consider: mandatory form to ensure contact info
For Enterprise:
  • Enable: name, email, phone, company
  • Add custom question: "Number of employees" or "Annual revenue"
  • Require work email
 

Learn More