​
get started

This guide will walk you through the process of integrating your forms with the chatbot and setting up different triggering methods.

The form integration feature allows you to:

  • Connect existing forms to your chatbot
  • Set up automatic form triggers
  • Configure AI-driven form presentations
  • Enhance user interaction with dynamic form displays

Before you begin, ensure you have:

  • Created at least one form using the Form Builder(you can create one here)
  • Access to the Agents Settings in your dashboard
  • Active chatbot configuration which we explain in the chatbot integration section

​
Hosted Forms

if you want to use a hosted form and not connect it to the chatbot, you can do so by following the steps below.

All forms are available from Muchat’s Hosted URL.

https://app.mu.chat/forms/YOUR_FORM_ID

You can find the Form ID in the Form settings under the Settings install tab

or you can find this quick install link in this page : https://app.mu.chat/forms/[formId]/admin?tab=install

The easiest way to get started, is to simply redirect the user to this page from within your app or website.

​
Chatbot Integration

Setting Up Form Integration

1

Access Agent Settings

  1. Navigate to your dashboard
  2. Click on Agent Settings
  3. Select the Tools tab
2

Add a Form

  1. Locate the Forms section
  2. Click on the Add Form button
  3. You’ll see a list of all your previously created forms
  4. Select the form you want to integrate
3

Choose Trigger Method

You can set up two different triggering methods for your forms:

You can set up two different triggering methods for your forms:

Count-Based Triggers

Prompt-Based Triggers

​
Count-Based Triggers

Let AI detect the perfect moment to present your form based on conversation context. Responds to specific user queries or conversation topics.

  • Set a specific message count threshold
  • Form appears automatically after reaching the count
  • Simple to configure and predict
  • Best for consistent data collection intervals

Example use cases:

  • Customer feedback appears after 5 messages

​
Prompt-Based Triggers

  • Forms appear based on natural conversation flow
  • Triggered by specific user prompts or topics
  • More dynamic and context-aware
  • Ideal for targeted information gathering

Example use cases:

  • When user says:
    “I’m having an issue with my order” → Triggers Order Support Form with fields for order number and issue description

  • When user says:
    “I’d like to give feedback about your product” → Triggers Product Feedback Survey Form

  • When user says:
    “Can someone call me back about this?” → Triggers Contact Request Form with phone number and preferred time slots

  • When user says:
    “I want to report a technical problem” → Triggers Technical Support Form with system details fields

Agent Tools settings can be found on your settings tab under the Tools sections

​
standard widget

for more information about the standard widget, please refer to the standard widget page.