Forms
Forms in MagicBlocks let you collect structured user input and seamlessly connect it to your AI agent’s workflows. Whether it’s gathering lead information, feedback, booking details, or preferences — Forms turn conversations into data-driven actions.
What Are Forms in MagicBlocks?
Forms are customizable data collection tools that your AI agent can present inside a chat flow.
You can design forms to:
- Capture user details (like name, email, or company)
- Record survey responses
- Send collected data to your CRM, API, or external tools
- Personalize user experiences by feeding form data into your agent’s next interactions
Essentially, Forms bridge your AI conversations with your backend systems — creating a smooth information flow.
Why Use Forms?
Use Case | Example |
|---|---|
Lead Generation | Gather contact info directly inside the chat |
Customer Support | Collect ticket details (e.g., issue type, urgency) |
Bookings & Appointments | Capture preferred dates/times before sending to Calendly or a CRM |
Surveys | Run short NPS or product feedback forms mid-chat |
Personalization | Ask users about goals, industries, or needs to tailor responses |
Tip: Forms can be triggered by tasks or agents — allowing your AI to ask structured questions naturally during conversations.
How to Create a Form
Follow these steps to set up your first Form:
1. Go to
Library → Forms → Create New Form
2. General Settings
Here’s what you’ll find:
Form Name
Give your form a clear, descriptive name.
Example: “Lead Capture Form” or “Onboarding Questionnaire”
Form Interaction
Choose how the AI presents form fields:
All Fields at Once: All questions appear together — ideal for short forms.
Step-by-Step (One by One): AI asks each question individually — perfect for conversational data capture.
✨ Step-by-step mode helps your form feel more natural and interactive within the AI chat.
Tags
Add tags to organize your forms within the workspace.
Example: “sales”, “support”, “feedback”.
Description
Briefly describe your form’s purpose (max 150 characters).
Example: “Collects user details to qualify sales leads.”
3. Sending Form Data to Your System
You can send form responses to your external system or API endpoint.
Your URL
Enter your API endpoint where the data should be sent.
Choose the HTTP method — POST (default).
Example:
POST https://api.yourdomain.com/formdata
Click Test to validate your endpoint.
Headers
If your API requires authentication or custom headers:
Click Add Header
Enter a Header Key (e.g., Authorization)
Add your Header Value (e.g., Bearer <API_TOKEN>)
🔒 Header values are encrypted after saving for your security.
4. Form Fields
Click Add Field to define each input you want the AI to collect.
You can include fields such as:
Field Type | Example Use |
|---|---|
Text | Name, Company Name |
User Email | |
Phone | Contact Number |
Number | Budget, Quantity |
Dropdown | Select a service or plan |
Checkbox | Consent or preferences |
Date | Appointment booking |
The AI will automatically ask users for these fields one by one (if using the step-by-step mode).
The form dynamically adjusts to user input — if a user already provided some info (like name or email), MagicBlocks skips asking for it again.
5. Click Create
Once your form setup is complete:
Click Create to save it in your library.
It’s now ready to connect to your Agent, Task, or Webhook.
Adding a Form to Your AI Agent’s Journey
Once you’ve built your form in Library → Forms, the next step is to make your AI collect user input dynamically during a conversation flow. You do this by inserting the form directly into a Journey Block.
Step-by-Step: Add a Form to a Journey
1. Go to your Agent
From the sidebar, select Agents → Choose your agent (for example, Epic Intros).
Open the Journey tab — this is where your conversation flow lives.
2. Select or Create a Journey Block
Click on any existing block (e.g., “Hook & Align” or “Lead Transfer”)
Or click + Add Block to create a new one.
3. Go to the Actions Tab
In the block settings panel:
Select the Actions tab.
Click + New Action.
4. Choose the “Add Forms” Action
From the Select an Action list, choose:
✅ Add Forms
This tells your AI to present a form during this step of the conversation.
5. Configure Your Form
Once you select Add Forms, the setup panel appears:
Select from Form
Choose from your existing forms created in Library → Forms.
Example:
Collect Leads,Onboarding Survey,Feedback Capture.
Action (on Submit)
Decide what should happen after the user submits the form. You can choose from:
Option | Description |
|---|---|
Switch Journey | Continue the conversation to another Journey block. |
Format Response | Customize or summarize the form data before output. |
Send to Email | Email the form submission to your inbox or team. |
End Chat | End the chat session after submission. |
Embed | Display the results directly in the chat. |
None | Take no further action after submission. |
Message on Submit
Write a message that your AI will send once the form is completed.
Example: “Thanks for sharing your details! Our team will be in touch soon 🌟”
You can insert snippets (like user name or form fields) using the {+} button to personalize the message. Example snippet:
“Thanks, {{User.First_Name}} — we’ve received your info!”
7. Click Save
Once configured:
Click Save at the top-right corner.
Your AI will now use this form live in chat.
You can test it immediately by clicking Test Agent.