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Quick StartWelcome to QwryAI

Get started with QwryAI and discover how to build an AI support assistant trained on your business data.

Quick StartBuild Your First AI Agent

Create a support agent from your website, review its knowledge, and publish it to your site.

Quick StartBest Practices

Use these practices to improve answer quality, reduce failed handoffs, and keep your chatbot useful over time.

Quick StartResponse Quality

Improve how accurately and helpfully your chatbot answers customers.

AI Agent ManagementPlayground

Test and optimize your chatbot before deployment.

AI Agent ManagementData Sources

Add, train, and maintain the knowledge your agent uses to answer customer questions.

AI Agent ManagementDeploy

Add your chatbot to a website or ecommerce storefront.

AI Agent ManagementSettings

Configure language, AI models, response behavior, and human support routing.

AI Agent ManagementEmail Settings

Configure email handoff and reply behavior for chatbot support workflows.

AI Agent ManagementLead Forms

Collect customer details directly inside the chat experience.

AI Agent ManagementIntegrations

Connect QwryAI with external platforms and business tools.

AI Agent ManagementDeveloper & Agent Access

Connect QwryAI to external AI tools, MCP clients, scripts, and CLI workflows.

AI Agent ManagementBackstage

Ask questions about your agent and workspace in a dedicated internal conversation.

AI Agent ManagementInstructions

Define your agent's behavior, guardrails, model, and response style.

AI Agent ManagementProcedures

Write a repeatable customer process with instructions, conditions, and actions.

AI Agent ManagementAction approvals

Review the exact input before an action performs a business write.

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Actions

Custom form

Collect structured information with a form inside the conversation.

View as MarkdownDocumentation index

Overview

A custom form asks for a defined set of customer details. Configure when it should appear, the prompt customers see, and the fields they need to complete.

Create a form

  1. Choose Custom form in the create-action catalog.
  2. Set the Action name, Description, and When to use instructions.
  3. Write the Customer prompt shown with the form.
  4. Configure field names, types, descriptions, and required values.
  5. Choose the supported channels and save the action.
  6. Review the preview, then enable and test it in a conversation.

Preview and submission

The editor preview lets you check the form experience. A preview submission does not save customer data. Verify the real submission from a customer conversation before relying on it for follow-up.

Best practices

  • Ask only for details needed for the stated purpose.
  • Use clear labels and mark required fields deliberately.
  • Test incomplete and invalid values as well as a valid submission.
  • Check that the completed information reaches the intended workflow.