By default, the WeezIQ chatbot can collect a user’s name and email before starting a conversation. However, for many businesses — especially B2B, real estate, or high-value services — you need more than just an email address.
With Custom Forms, you can build a tailored data collection form that the chatbot presents to the user. Every piece of data collected is saved directly to that customer’s profile in your WeezIQ dashboard.
To build or edit a custom form:
- Go to your WeezIQ dashboard and select a Domain.
- Navigate to Lead Form.
Here you will find a visual, drag-and-drop form builder.
At the top of the Form Builder, you will see a Form Status toggle.
- Active: When enabled, the chatbot will present this exact form to new visitors before they can start chatting.
- Disabled: When disabled, the chatbot will skip the form entirely. Visitors are treated as “Anonymous Users” and can start chatting immediately.
If your primary goal is instant support and engagement, consider keeping the form disabled. If your primary goal is lead generation and qualification, keep it active.
The Form Builder allows you to add, remove, and rearrange fields to match your exact requirements.
Field Types
You can add four types of fields to your form:
| Type | Best For | Example Use Case |
|---|
| Text | Short answers and single lines | Company Name, Job Title, Order Number |
| Email Address | Standard email collection | Work Email, Personal Email |
| Phone Number | International formatted numbers | Mobile Phone, WhatsApp Number |
| Dropdown Select | Pre-defined lists | Budget Range, Industry, Service Needed |
Configuring a Field
Click on any field in the “Active Fields” list to open the Edit Field panel. Here you can configure:
- Label: The question or prompt the user sees (e.g., “What is your budget limit?”).
- Placeholder: The faded example text inside the input box (e.g., “1,000−5,000”).
- Options: (Only for Dropdown Select). Enter a comma-separated list of choices (e.g.,
Option 1, Option 2, Option 3).
- Required Toggle: If enabled, the visitor cannot submit the form and start chatting without filling out this specific field.
Reordering Fields
The order of fields in the builder is exactly how they will appear in the chatbot widget.
- Use the Up and Down arrows on the right side of any field to move it.
- Click the Trash icon to delete a field entirely.
Where the Data Goes
When a visitor submits your custom form, WeezIQ instantly creates a new Customer profile.
- Standard Fields: If you include a field designated as an “Email Address” or “Phone Number” type, WeezIQ automatically maps these to the customer’s primary contact channels.
- Custom Fields: All other custom questions (like budget, company size, etc.) are saved as structured data under the customer’s profile.
You can view all submitted form data by going to the Conversations & Leads tab in your dashboard and clicking on any captured lead. The exact labels you used in the form builder will appear alongside the customer’s answers.
Dealing with Anonymous Users
If you disable the custom form, or if the form is completely deleted, visitors can chat anonymously. In this scenario:
- A customer profile is still created, but named generically (e.g., “User”).
- The chat transcript is still recorded and saved.
- WeezIQ automatically captures basic analytics mapping to the session, including the user’s browser, device type, and the original source URL they visited from.
