Forms
Quote requests and damage claims, without the phone tag
Build a form, share the link, and every response comes back as a contact and a task. Photos included.
- Every response lands as a follow-up task automatically, and responses with an email or phone number become contacts too
- Photo uploads let customers show you damage or job details directly
- Link-only: you decide exactly where and when it gets shared
Sales-led pricing tailored to your locations — get a custom quote.
What happened?
Cracked bumper light, right side. Wash from Tuesday around 2pm.
Phone
(555) 019-2231
Photo
How it works
How Forms works
- 1
Build a form in your dashboard
Add short text, long text, email, phone, date, number, and photo upload fields to build a quote request, damage claim, or job intake form.
- 2
Share the link yourself
Forms are link-only, so there's no site widget to install. Send the link by text, email, a QR code, or wherever fits the request.
- 3
Customers fill it out and submit
Customers answer on their phone or computer and attach photos wherever the form asks for them.
- 4
Each response becomes a task, and a contact when there’s an email or phone number
A follow-up task lands in your dashboard automatically with the answers and photos attached, and a contact is created when the response includes an email or phone number. Your team gets a Slack notification when a submission needs action, if Slack is connected.
Built for the requests that used to mean a phone call
Quote requests, damage claims, and job details all take the same shape: a few specific questions and sometimes a photo. Forms collects them once, without the back-and-forth.
Quote requests
Ask for the vehicle, service, and timing details you need to quote a job, without a round of phone tag.
Damage claims
Photo upload fields let customers show you the damage the moment they notice it.
Job and intake details
Short text, long text, email, phone, date, and number fields cover most intake needs, in any order you choose.
Automatic contact creation
Responses with an email or phone number become a contact in your dashboard automatically, matched to an existing customer when there is one.
Follow-up tasks, no manual entry
A task is created automatically with the response attached, so nothing sits unseen in an inbox.
Slack alerts for your team
Connect Slack and get notified the moment a submission needs action.
Trust & safety
Forms only go where you send them
Forms are deliberately simple and owner-controlled. Answering Agent does not embed them or send them on your behalf.
- No embeddable website widget: you share forms by link only, from wherever you choose
- No automatic texting or emailing of the form to customers: you decide when and how it goes out
- Forms are shared across your whole team, not set up separately per location
- Slack notifications only fire once Slack is connected, so nothing pings a channel that is not set up
Forms vs. phone tag and paper intake sheets
Quote requests and damage claims usually mean a call, a voicemail, or a sticky note. Forms captures the same information once, in writing, with photos attached.
| Answering Agent | Phone calls / paper intake | |
|---|---|---|
| Getting the details | Customer answers once, on their own time | Multiple calls back and forth to get specifics |
| Photos | Attached directly to the response | Texted separately, if they show up at all |
| Follow-up | Contact and task created automatically | A sticky note or a memory of "I will call them back" |
| Team access | Every location on the team shares the same forms | Depends on who answered the phone |
One platform
The same AI front office on every channel
Forms is one doorway. Phone, website chat, text, and email all use the same business knowledge and land in the same dashboard.
Frequently asked questions
What is Answering Agent Forms?
Forms is a link-shared intake tool for quote requests, damage claims, and job details. Build a form in your dashboard, share the link, and every response comes back as a contact with a follow-up task created automatically, photos included.
Can I embed it on my website?
No. Forms is link-only, and there's no embeddable widget for your website. You share the form link yourself: by text, email, QR code, or however fits the request.
Does it text or email the form automatically?
No. Answering Agent does not send the form to customers on your behalf over SMS or email. You control exactly when and how the link goes out.
What fields can I add to a form?
Short text, long text, email, phone, date, number, and photo upload. Dropdowns, checkboxes, and signature fields are not available today.
What happens after someone submits a form?
A follow-up task is created automatically in your dashboard with the answers and any photos attached. If the response includes an email or phone number, it also becomes a contact. If Slack is connected, your team gets notified when a submission needs action.
Can each location have its own forms?
No. Forms are team-scoped, so every location on your team shares the same set of forms rather than each location building its own.
Is Forms included in my plan?
Forms is a paid add-on channel, the same way AI texting and AI email are. Ask your Answering Agent contact to add it to your plan.
See forms on your business
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