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Forms integration: Simplifying the capture of key information

What happens when lengthy but necessary questionnaires alienate users in the midst of automated conversational flows? Capturing information is essential and when it comes to customer interaction, every second counts.

Digital conversations are the backbone of the interaction between companies and their customers in the field of conversational commerce. However, the traditional questionnaire of “Question 1, 2, 3…. 10…” can be daunting.

Imagine a scenario where a user wanders into an automated conversation and, after a few interactions, is confronted with the timing and pauses of successive questions. He or she will most likely decide to abandon the process rather than complete it. This is where web forms integration can be a rescue and good practice to implement.

A simple but effective idea

It combines the convenience of web forms with the efficiency of bot interaction, all within the messaging platform like WhatsApp. What are the benefits of this facilitative tactic?

  1. Reduced resolution times: Forms allow users to provide essential information more quickly and directly compared to lengthy questions and answers.
  2. Decreased abandonment rate: By simplifying data capture, users are more likely to complete the process instead of abandoning it halfway through.
  3. Variety of question formats: Forms can include various question formats, such as open-ended answers, alternative options, or field selection, which best suits users’ preferences.
  4. Adaptability to different processes: Whether in sales, collections, marketing or other areas, the integration of forms can be adapted to different onboarding, feedback or research processes.

With Bot Manager and other technical tools of our solutions, it is possible to develop all of the above. In addition, it facilitates the derivation of the conversation flow to the form and its subsequent return to the flow after the responses have been completed.

This intelligent integration of forms into conversations not only improves efficiency and customer experience, but also offers a range of opportunities to optimize internal processes. Now, companies can take full advantage of the versatility of automated conversations, the convenience of web forms and collect information for submission to their CRM or ERP systems.

Whether you’re looking to improve customer interaction, streamline internal processes or simply provide a more satisfying experience, this solution has a lot to offer.

With tools like Bot Manager, it is possible to transform the way companies communicate and collect data, a vital step towards a more efficient and customer-centric future. Would you like to incorporate this tool into your solution? Contact us at and let’s evaluate together the best way to facilitate your data collection.



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