How it works
- Your agent sends a form
- The recipient receives a link and opens the form in their browser
- They fill out the fields and submit
- The content is returned in the HTTP response if the form was filled out within the
waitTimewindow. Otherwise, the form response can be delivered to your webhook within thefollowUpTimewindow.
Example: Dental customer intake form


Building a form
A form is defined inline in the API request. Each request includes the form’s content and the delivery details.Form-level fields
Form fields
Each item in thefields array defines one input:
Field types
Validations
Add custom regex rules totext, textarea, email, and phoneNumber fields. Each rule requires a title (shown below the field if it fails) and a pattern (regex the input must match).
waitTime and followUpTime
waitTime sets a countdown timer displayed directly on the form. When it expires, the agent moves on — but the form stays accessible for followUpTime.
At least one field between
waitTime or followUpTime must be supplied.
Response
When the form is submitted withinwaitTime:
values maps each field id to the submitted value. content is a formatted text summary your agent can read directly.
When no submission is received within waitTime: