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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. You can also upload it as a file – the AI will convert the questions into a proper form with the right field types.

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