A Form Assistant helps you capture Member Properties through a conversation instead of a traditional form.

This creates a natural dialogue in which the chatbot collects the required information step by step and stores it in a structured way.

The Form Assistant is particularly suitable when Users:

This makes it much easier to capture even more complex information or information that requires explanation.

To create a Form Assistant, navigate to the Prompt section in the editor. In the Personality settings, select the Form Assistant type.

You will then be prompted to add a Member Property. Here, you can only select Member Properties configured with the visibility setting "Editable."
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​Important: Media properties (images, videos, audio, and files) and date & time properties cannot currently be used for Form Assistants.
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If you have not yet created any Member Properties, first take a look at the relevant Intercom article.

The instructions for the assistant describe the behavior of the Form Assistant for the respective Member Property.

Here, you define:

The more clearly you formulate the instructions, the more reliably the Form Assistant can populate the Member Property.

If the "Entry can be skipped" setting is enabled, the agent can skip the property if it does not receive the expected information from the Member or if the Member declines to answer a question.

A fitness coach wants to find out which sport a Member participates in:

“You are a friendly fitness assistant. Your task is to find out which sport the User primarily participates in. Ask targeted follow-up questions if the answer is unclear or too general. As soon as the User has clearly named their sport, populate the Member Property with the specific sport, e.g., ‘running,’ ‘soccer,’ or ‘yoga.’”

This tells the bot both what it should work toward and when the information is complete.

The Form Assistant also makes it possible to combine multiple Member Properties to map more complex, multi-step processes.

Instead of capturing just one piece of information, the bot can determine several related data points step by step.

You can combine multiple Member Properties to create multi-step processes.

The Form Assistant guides the User through a connected conversation.

For example, a fitness coach can capture the following information in sequence:

The bot builds on the previous answers and guides the User through a logical process.

With the Form Assistant:

All answers are automatically saved in the respective Member Properties.

This allows you to:

For Members, the Form Assistant feels like a normal conversation.

As soon as a property has been recognized, the chatbot displays this transparently and suggests saving the answer.

Users can:

This ensures they always retain control over their information.
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The choice of AI Model affects the quality of the Form Assistant.

Smaller models (e.g., Mini or Nano) can lead to less consistent results. The bot may ask multiple times even though the answer has already been provided.

For reliable use, we recommend:

Selecting the right model ensures that entries are recognized correctly and processed efficiently.

If you have any further questions, please contact our support Team in the Help Center at the bottom left. We generally respond within 5 minutes on weekdays from 09:00 to 17:00.