Form
The Form node collects multiple structured inputs from the customer in a single turn. Each field captures into a recipe variable, and each field declares a classification that drives how the value is treated in audit logs.
Configuring the node
- Drop the Form node from the Input & Collection category onto the canvas.
- Open the configuration drawer:
- Prompt — bilingual (English + Arabic). Shown above the form on the customer’s side.
- Fields — add one or more in order. Each field has:
- Key — snake_case identifier (e.g.
dob,policy_number). - Type — Text, Number, Email, Phone, Date, Select (single), or Select (multi).
- Target variable — the recipe variable that receives the value.
- Classification — drives PHI / sensitivity handling:
- A · PHI — protected health info (medical IDs, diagnoses). Redacted in audit logs.
- B · Sensitive — personal data (name, email). Standard handling.
- C · None — non-sensitive (preference, channel).
- Options — required for Select / Multi-select; each option has a value and bilingual label.
- Key — snake_case identifier (e.g.
Output ports
- submitted — the customer completed the form.
- fallback — the customer didn’t submit (e.g. cancelled or timed out).
Where it’s used
Use Form when you need to collect a small structured dataset in one step instead of stringing together multiple Question nodes — for example, an eligibility-check or pre-authorization intake.
Best practices
- Classify every field correctly. A misclassified PHI field can leak to audit logs in the clear.
- Keep forms short — 5 fields or fewer. Long forms suffer high abandonment on chat surfaces.
- Use Select fields wherever the answer set is bounded. Free-text fields require parsing and validation downstream.
- Localise option labels in both English and Arabic. The customer sees the bilingual one that matches the conversation language.
Last updated on