Intake Forms
Intake forms are structured data-collection screens that appear before an order starts. When a client clicks Order on a service, they are presented with the form you designed — answering every field before the order is created. This guarantees that the information your agent or team needs is captured upfront, in exactly the shape you expect, rather than chased down through back-and-forth messages after the fact.
Field Types#
| Name | Type | Required | Description |
|---|---|---|---|
text | string | No | Single-line free-text input. Supports optional min/max character length validation. |
textarea | string | No | Multi-line free-text input. Suitable for briefs, descriptions, and instructions. Supports min/max length validation. |
select | string | No | Dropdown with a fixed list of options. Exactly one option can be selected. Useful for service tier, priority level, or category. |
multi-select | string[] | No | Dropdown that allows selecting one or more options simultaneously. Submitted as an array of chosen values. |
file_upload | string (URL) | No | File picker that uploads the attachment and stores a URL on the order. Supports allowed MIME type and max file size validation. |
date | string (ISO 8601) | No | Date picker stored as an ISO 8601 date string. Supports min/max date range validation. |
number | number | No | Numeric input. Supports min, max, and integer-only validation options. |
Creating a Form#
Create a new form
Navigate to Forms in the sidebar and click New. Give the form a descriptive name — this name is only visible to you, not to clients.
Add fields and set labels
Click Add Field, choose a field type, and enter the label that clients will see. Repeat for each piece of information you need to collect. Drag fields to reorder them.
Mark required fields
Toggle the Required switch on any field that must be completed before the client can submit. The client cannot proceed with the order until all required fields are filled.
Preview the client view
Click Preview in the form builder toolbar to see exactly what clients will see when they open the order form. Verify labels, field order, and placeholder text before saving.
Attach the form to a service
Open the service you want to update, go to the Intake Form section, and select your form from the dropdown. Save the service. The form is now shown to clients whenever they place an order for that service.
Conditional Logic#
Fields can be shown or hidden based on the value of another field in the same form. In the form builder, open a field's settings and add a Condition — choose the source field, the operator (equals, not equals, contains), and the value that triggers the rule. When the condition is met, the field becomes visible; when it is not met, the field is hidden and its value is omitted from the submission. Conditional rules let you collect extra detail only when it is relevant, keeping the form short and focused for every client.
How Intake Data Flows#
When a client submits the intake form, the order is created and all field values are stored together as intakeData — a JSONB column on the order record. Each key in intakeData corresponds to a field name you defined in the form builder. When an agent job starts for that order, the full intakeData object is passed as the agent's context, giving it immediate access to everything the client provided without any additional data-fetching step.