---
title: "Forms"
url: "https://help.magicblocks.ai/en/article/forms"
language: "en"
last_updated: "2026-03-18T09:21:16.801Z"
---

# Forms

Forms in [MagicBlocks](https://magicblocks.ai/hc) let you collect structured user input and seamlessly connect it to your AI agent’s workflows. Whether it’s gathering contact 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 |
| --- | --- |
| **Contact 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: “Contact 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 contacts.”

### 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 |
| Email | 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 “Contact 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 Contacts`, `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**.

## **Related Articles**

[Using Forms in your AI Agents](https://help.magicblocks.ai/en/article/using-forms-in-your-ai-agents)