Everything tagged Forms
5 articles across the Help Center.
How do I create a Concierge questionnaire? Open Concierge, click Create new Concierge, choose a template or start from scratch, then set the name, stage, purpose, and guidance. Vai turns those details into an interactive client conversation. Concierge and forms
How do I send a Concierge questionnaire to a client? After you save a Concierge, use Send via email to send it from a Hub Message Center or through Visualist, or use Share to copy its public link. Concierge and forms
How do I create and share a form with Vai? Open the Hub that should contain the form, then ask Vai to create it. Edit and preview the form beside your chat, share it through a direct link, and review every submission from the Hub's Forms page. Working with Vai
How do I reuse a Concierge questionnaire? Reuse a Concierge in two ways: start a new one from one of the built-in templates for common workflow stages, or duplicate an existing Concierge to copy its stage, purpose, and questions into a fresh one you can edit. Concierge and forms
How do I use Concierge with a hub? Launch a Concierge from a Hub to use that Hub's context, or choose Link to hub when you send a Concierge. You can also link or unlink an individual response session from its details. Concierge and forms