Smart Forms

Turn static forms into interactive experiences that improve engagement, collect better information, and create a smoother path from response to action.

Try the Smart Form Options
Fully interactive — complete the guided flow to see how SalesAgent transforms a standard form into a more engaging experience in real time.

Move through the form, adjust your responses at any point, and immediately see how the experience adapts to guide each interaction.

Why Smart Forms Work

Smart Forms replaces static forms with an interactive experience that improves engagement, gathers better information, and creates a more useful response flow for customers and internal teams.

  • Step-by-step form engagement
    Guides responses through a structured, step-by-step sequence that keeps the experience clear, interactive, and easy to complete.
  • Flexible question flows
    Supports feedback, support, survey, contact, and other use cases by guiding people through the questions in a cleaner and more focused way.
    See a live example on the Contact page, where a Smart Form is embedded directly into the website to replace a traditional contact form.
  • Higher completion potential
    Interactive flows can hold attention longer than traditional forms and help reduce abandonment during the response process.
  • Structured response capture
    Captures responses in a structured format that supports follow-up, reporting, exports, and broader campaign analytics.
  • Clear action readiness
    Once a form is submitted, the captured information can be delivered to the appropriate people on your team by email, enabling faster review, response, and next-step action.
  • Branded to match your company image
    Customize the questions, messaging, styling, and calls to action so the experience fits naturally within your site, campaign, and brand.
  • Fast implementation
    Launch guided forms quickly without rebuilding your entire site or creating custom form logic from scratch.
  • Flexible deployment
    Embed the form directly into your website, landing pages, support flows, survey pages, or use it as a hosted experience .
Try these features in the live Smart Form

Use the Smart Form experience to see how an interactive form can improve engagement, gather better information, and create a cleaner response flow.

  • See how an interactive form feels compared with a static form
    Move through the questions one step at a time and notice how the interaction feels more structured and engaging than a traditional static form.
  • See how conditional questions dynamically appear based on responses
    Notice the question "Would you recommend ICS to a friend or family member?". If the respondent selects No, a follow-up question — "Please let us know why you answered No." — appears automatically. This ensures only relevant questions are shown, creating a more intelligent and personalized form experience.
  • See how post-submit routing guides next steps
    After submission, once the respondent enters their information, the experience will automatically advance to any webpage—supporting confirmation pages, thank-you pages, offers, or next-step actions. Available for all Agents.
  • See how embedded Smart Forms work on real website pages
    Review how the same Smart Forms approach can be used for feedback, survey, support, and contact experiences, including the embedded form example on this website’s Contact page.
  • Experience the branded presentation
    Notice how the messaging, layout, and question flow can be aligned to your business while still keeping the interaction focused and easy to complete.
  • See how email notifications support immediate follow-up
    When a form is submitted, response details can be sent instantly to your team so the right people are notified and can act quickly.
  • Understand export readiness
    Captured form data can be structured for automated exports, follow-up workflows, reporting, and campaign analysis.
  • See how the experience supports stronger follow-up
    Think about how the collected responses can give your team better context for follow-up, review, and next-step action than a basic form alone.

A better path to better form engagement.

Smart Forms replaces generic forms with a guided experience that improves engagement, collects better information, and helps your team respond more effectively.