IntakeBots

IntakeBots replace traditional forms with conversational interfaces. Instead of presenting a wall of fields, they ask questions one at a time, adapt based on answers, and use AI to get complete information.

Creating an IntakeBot

Option 1: Generate with AI

1. Open your FlowApp
2. Click Generate with AI
3. Describe what you need in plain English
4. Review and customize the result

AI generation creates the schema, fields, and logic automatically.

Option 2: Build Manually

1. Open your FlowApp
2. Click Add Field to add questions one by one
3. Configure each field’s settings
4. Arrange the order

Field Types

Type	Use Case	Validation
Text	Names, short answers	Min/max length, regex
Email	Email addresses	Format validation
Phone	Phone numbers	Format validation
URL	Website links	URL format
Textarea	Long descriptions	Min/max length
Number	Quantities, amounts	Min/max value, decimals
Date	Dates, deadlines	Range limits
Select	Single choice from options	Required
Boolean	Yes/no questions	N/A
File	Documents, images	Type restrictions, size limits

Conditional Logic

Show or hide questions based on previous answers.

Example:

• Ask “Are you an existing customer?”
• If Yes → Show “Customer ID” field
• If No → Show “How did you hear about us?” field

To add conditional logic:

1. Click the field you want to conditionally show
2. Open Visibility settings
3. Set the condition (e.g., “Show when [field] equals [value]“)

Repeating Groups

Collect multiple items of the same type.

Example: Collect information about multiple children, products, or addresses.

1. Create a Repeating Group
2. Add fields inside the group
3. Users can add as many entries as needed

File Uploads

Accept documents, images, and PDFs.

Configure:

• Allowed types: Restrict to specific formats (PDF, images, etc.)
• Max size: Limit file size
• Max files: Limit number of uploads

Vision Extraction

Let AI read uploaded documents to pre-fill fields.

How it works:

1. User uploads a document (resume, ID, invoice)
2. AI extracts relevant information
3. Fields are pre-filled automatically
4. User confirms or edits

Enable vision extraction in field settings → AI → Extract from documents.

Custom Branding

Make your IntakeBot match your brand:

• Logo: Upload your company logo
• Colors: Set primary and accent colors
• Welcome message: Customize the intro text
• Thank you message: Customize the completion screen

Embedding Options

Deploy your IntakeBot anywhere:

Method	Best For
Direct link	Sharing via email, social, messaging
Inline embed	Embedding in a page section
Popup modal	Triggered by button click
Widget	Floating button in corner

See Embed Codes for implementation details.

Multi-Language Support

IntakeBots support multiple languages:

1. Go to Settings → Languages
2. Add languages (Spanish, English, etc.)
3. Provide translations for each field
4. Users see their preferred language automatically

Next Steps

• AI Field Intelligence: Make fields smarter with AI
• Process Boards: Track submissions through stages