Chatbot workflows can include a form step that pauses the bot, shows a Yaplet form to the visitor, and then resumes the flow once the visitor submits. This is the right pattern when you need specific data before routing the conversation or triggering an action.
Add a form node to a workflow
- Open your Yaplet dashboard and go to AI chatbots → Chatbot workflows.
- Open the workflow you want to edit, or create a new one.
- In the visual node editor, click Add node and select Form.
- In the node settings panel, choose the form you want to display from the dropdown list.
- Connect the form node to the next step in your flow (e.g. a message node or a request-agent node).
- Save and publish the workflow.
What happens at runtime
When a visitor reaches the form node in the workflow, the chatbot pauses and displays the form as an interactive card. The visitor fills it in and submits. Once submitted:
- The workflow continues to the next connected node.
- A ticket is created on the board linked to that form with all submitted data.
- The form data is available in the conversation context for the rest of the flow.
Good use cases
- Lead qualification — before a bot answers a question, collect name, company, and use case.
- Support triage — gather issue type and order number before escalating to an agent via a request-agent node.
- Feedback loop — at the end of a workflow, ask for a quick satisfaction rating with a numeric scale field.
For more on building workflows, see Build your first chatbot workflow.