Collecting leads and user data with the Form Builder has become even easier with Attlas. Now you can create a form directly within the platform and make it available in your chat, allowing your users to fill it out with ease.
Enabling the Form
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Go to your chat settings and open the Form tab. Toggle "Enable chat form" to activate it.
Once enabled, a button will appear on your public chat. You can customize the button label in the Form details section at the bottom of the page.
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Contact Fields
At the top of the builder, you'll find pre-built contact fields that you can toggle on or off:
- First name
- Last name
- Phone number
- Company name
- Role / Position
Simply toggle the fields you want to collect. These appear at the top of your form.
Custom Fields
Below the contact fields, you can add custom fields to collect specific information. Click + Add field and choose from the available field types:
| Field type | Description |
| Short answer | Single-line text input |
| Long answer | Multi-line text area |
| Dropdown | Selection list with custom options |
| Number | Numeric input |
| Date | Date picker |
| Section | Visual separator to organize your form |
| File upload | Let visitors attach files (Pro) |
| Address | Address input field (Pro) |
| Period | Date range with start and end dates (Pro) |
| Color | Color picker (Pro) |
| Currency | Money amount with currency symbol (Pro) |
Setting up a Dropdown
When you add a Dropdown field:
- Enter your question in the title field
- Add options one by one using + Add option
- Each option has its own text input â you can include emojis directly in the text
- Reorder or delete options as needed
Configuring Custom fields
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Each custom field you add can be fully customized:
- Title: Click directly on the field title to edit it. This is the question or label visitors will see.
- Placeholder: Use the input field to set the placeholder text that appears inside the field before visitors type.
- Description: Toggle the description option from the menu (three dots) to add helper text below the field.
- Required: Mark the field as required or optional from the same menu. Required fields display an asterisk (*) next to the title.
- Label: Toggle whether to show or hide the field title.
Using Sections
Sections are visual dividers that help organize longer forms. They display a title and create a clear separation between groups of fields. Sections don't collect any data â they're purely for layout.
Live Preview
The right side of the screen shows a real-time preview of your form. Every change you make on the left is instantly reflected in the preview.
Customizing the Header
In the preview panel, you can click on the title and description at the top of the form to edit them directly. This is where you set your form's headline and welcome message.
Form Details
At the bottom of the builder, configure these settings:
Button Labels
- Open button: The text displayed on the button that opens the form (default: "Contact")
- Submit button: The text on the form's submit button (default: "Send now")
Confirmation Message
This is the message visitors see after submitting the form. It supports full Markdown formatting, so you can add:
- Bold and italic text
- Links
- Lists
- Headers
- Any other Markdown syntax
Webhook URL (Pro)
Connect your form to external tools by adding a webhook URL. Every time someone submits the form, all collected data is automatically sent to your webhook endpoint.
This allows you to:
- Send submissions to your CRM
- Trigger automations in tools like Zapier, Make, or n8n
- Store data in your own database
- Send notifications to Slack or email
Simply paste your webhook URL in the dedicated field and submissions will be forwarded automatically.
Viewing Submissions
All form submissions are saved and accessible from the Form Submission page in your dashboard. There you can:
- View the complete history of submissions
- See all collected data for each entry
- Track which chat each submission came from
Tips for effective forms
- Keep it short. Only ask for information you truly need. Shorter forms have higher completion rates.
- Use clear labels. Make sure visitors understand what each field is asking for.
- Set expectations. Use the description text to tell visitors what happens after they submit.
- Organize with sections. For longer forms, use Section dividers to group related fields together.
- Leverage the webhook. Automate your workflow by connecting submissions to your favorite tools.