Before you start
Before you start, sign in to the dashboard and select the organization you want to work in.- You need an agent with a flow you can edit. See Create an agent.
- Use the Form reference for field types, validation, protection, and result paths.
Collect a support topic
1
Create the form step
Add a Component gambit, turn on Workflow Mode, and pick Form. Set the gambit’s Variable to
intake.2
Add two fields under Inputs
In
fields, add a required select field with key topic and label Topic. Add options with label Billing and value billing, and label Technical help and value technical.Add a required textarea field with key details and label Describe the issue. Set title to Support request and submitLabel to Send request.3
Connect Submitted to a No Input gambit
In the next gambit’s message, enter
Your request is about {{api.intake.form.answer.topic}}. Use the @ menu to insert the reference. Route Skipped and Free text, if enabled, separately because they do not contain submitted form answers.4
Save the gambits
Save the Component and No Input gambits after configuring their inputs, message, and connection.
Use the answers
The submitted topic is available at{{api.intake.form.answer.topic}}, and the description at {{api.intake.form.answer.details}}. Use the topic in a condition to branch, or pass the answers into a later tool step. Read these paths only after the Submitted outcome.
Verify
1
Select Test and run the flow to the form
The form shows Topic and Describe the issue.
2
Submit with a required field empty
Validation prevents submission until the required fields have answers.
3
Choose Billing, enter sample details, and submit
The next message reads Your request is about billing.
