Intake Forms

Intake forms provide a conversational way to collect structured information from visitors. Instead of static form fields, users interact with an AI-guided questionnaire that adapts based on their responses — making data collection feel like a natural conversation rather than a bureaucratic form.

How It Works

1. Configure an intake flow with your questions and logic
2. Embed the intake widget on your website
3. Visitors complete the questionnaire through a chat-like interface
4. The AI guides the conversation, asking follow-up questions based on previous answers
5. Responses are collected and available in your dashboard

Use Cases

• Lead qualification — Ask prospects about their needs, budget, and timeline before routing to the right sales rep
• Customer onboarding — Collect setup preferences, integration requirements, and account details conversationally
• Support triage — Gather context, error details, and reproduction steps before creating a support ticket
• Feedback collection — Get structured feedback with follow-up questions in a natural format
• Event registration — Collect attendee details, dietary requirements, and session preferences
• Application screening — Pre-screen job applicants or grant applications with adaptive questioning

Embedding

Intake forms use the same embedding approach as chat widgets. Add the embed script to your page and the intake form appears as an interactive widget.

<script
  src="https://studio.taufinity.io/widget/YOUR_WIDGET_ID/embed.js"
  async
></script>

Combining with Playbooks

Intake forms work well with playbooks to automate what happens after data is collected. For example:

• Send a summary email to your sales team when a lead completes qualification
• Create a support ticket in your ticketing system with the collected context
• Trigger an onboarding workflow that provisions accounts or sends welcome materials

Configure these automations through event routers that trigger playbooks when a conversation completes.