How to Build

This article serves as an overview for building Chatbot Enabled Forms.

There are essentially 7 steps in creating your Chatbots.

  1. Building your Form

  2. Adding page fields in-between each field

  3. Adding page conditional logic (see full article)

  4. Enabling the 'Chatbot is Enabled' option in the settings tab

  5. Creating & Publishing your Chatbot Embed URL (see full article)

  6. Updating your Chatbot Embed URL in the Gravity Bot settings

  7. Auto Embed/Bulk Adding your Chatbot

Building your Chatbots is virtually identical to building traditional forms with Gravity Forms, except, instead of adding conditional logic to individual fields you add them to page fields or also referred to as page break fields. Lastly, every Chatbot-enabled form needs to have page fields added in between each individual field, this is where page field conditional logic is added.

  • To start go ahead and add all of the fields you need in the Gravity Forms visual drag-and-drop form editor. (We highly recommend the use of radio and/or checkbox fields)

building your form

  • Add page fields ie. page break fields in-between each field.

  • Add your page conditional logic to each page field ie. page break field.

  • Open your Chatbot settings page and click the option 'Chatbot is Enabled'.

  • Create a new WordPress page and embed your Chatbot-enabled form.

  • Enable Ajax.

  • Enable Form Title

  • Add your Chatbot Page Title

  • Add the new page URL/slug of the page you just embedded the form onto, to the Chatbot Embed URL field in your Chatbot settings page.

  • Lastly, click the Auto-Embed field to see a full list of your websites posts and pages. You can optionally choose individual pages or the "Select All" option to bulk-add your Chatbot sitewide.

Please note: If the "Select All" option has been selected you can remove posts and pages individually by clicking on the page directly.

Still Need help? Open a support ticket.

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