> ## Documentation Index
> Fetch the complete documentation index at: https://docs.weeziq.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Forms & Lead Capture

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.

***

## Accessing the Form Builder

To build or edit a custom form:

1. Go to your WeezIQ dashboard and select a **Domain**.
2. Navigate to **Lead Form**.

Here you will find a visual, drag-and-drop form builder.

***

## Form Status

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.

<Tip>
  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.
</Tip>

***

## Building Your Form

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.

1. **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.
2. **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.