Agents route form submissions like any other conversation.
Build a hosted form and share its link anywhere. Each submission becomes a conversation in Sift, routed and analyzed like the rest, and your team can reply by email when the form captured an address.
Order #4821 arrived damaged. Photos attached.
- Pulled in from Custom Formnow
- Triage agent tagged Damaged item2s
- Routed to Care4s
What Sift handles on Custom Form
Comes into Sift
- Form submissionsText, select, checkbox, and more
- CSAT ratings and feedbackUpdate the original conversation
- Image, video, and audio files
Goes back out
- Reply by emailWhen the form captured an email
- Add an image to an email reply
What agents do with it
Route by field
Send bug reports to engineering and sales leads to RevOps based on form fields.
Auto-reply bots
Your team sets up bots for acknowledgements or common questions.
Collect CSAT
Rating fields on a closed conversation update it instead of creating a new one.
Set it up
- Open Settings, then Content Management, then Forms, and click Create Form.
- Add fields, mark required ones, and set conditional logic.
- Make email required if you want to reply by email.
- Copy the hosted link to share or embed.
Works alongside
All 28 integrations →Put agents on Custom Form.
We will set up Custom Form with you and show the agents working on your data.