Data Collection

Create a Customer Intake Form

Build a collaborative form to collect company info, goals, and technical details before kickoff.

AI Agent Prompt

Add a collaborative form block titled "Onboarding Intake Form" to the current page. Add these questions: 1. "Company legal name" — short text, required 2. "Primary contact email" — short text, required 3. "Number of expected users" — short text, required 4. "Key goals for implementation" — long text, required 5. "Current tools being replaced" — short text 6. "Preferred go-live date" — short text 7. "Any technical constraints we should know about?" — long text 8. "Please upload your logo and brand guidelines" — file upload

What the AI creates

The AI adds a collaborative intake form with 8 questions. Customers fill it out directly in the space — no external forms needed.

Pro Tip

Just copy-paste from your existing intake spreadsheet or Google Form. Paste the questions as plain text — the AI will turn them into a proper form with the right field types.

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Create a Customer Intake Form

What the AI creates

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