Form · reads submission
Surveys
Questionnaires + results.
Fields to fill, that write straight into the data.
How it works
- 1
Fields come from the shape of the record, so they cannot drift from it.
- 2
Validation happens before anything is written.
- 3
A submission becomes a record the agent can then act on.
Best for
Intake, applications, requests.
Not the right choice for
Anything a conversation collects better — which, here, is a lot.
Questions
What data does the Surveys page use?
It reads submission records the agent has collected. Questionnaires + results. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a form the wrong choice?
Anything a conversation collects better — which, here, is a lot. It is best for: intake, applications, requests.
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in Analytics & data
Enquiries
128
+18% vs last month
Quotes sent
43
+7% vs last month
Booked
19
+4% vs last month
Avg. reply
2m
−41% vs last month
KPI page
Headline numbers.
Metrics dashboard
Charts of trends.
Autumn tasting — brief
Dietary notes
Reports
Generated summaries.
Data table
Uploaded rows (elastic data).
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
Build your agent free