Form fields
Set the form heading, fields, and submit button text. You can add, remove, edit, and reorder fields. Each field can be required or optional. The form must have at least one field. It must also keep a way to contact the lead. Keep an email or phone field unless handoff is active.Handoff and qualification
A handoff can continue the conversation through an available messaging channel. The builder can show Instagram, WhatsApp, or iMessage and SMS options. Available channels depend on workspace connections. Use lead qualification criteria to describe the target lead. Use conversational questions to collect details after a handoff starts. Add a follow-up link when you want to send the lead to another page.1
Select Embedded Form
Select Embedded Form under How leads reach Moshi.
2
Configure the form
Set the heading and submit button.
Add the fields that your team needs.
3
Choose a handoff
Keep form-only collection or select an available messaging channel.
4
Add qualification content
Review the lead criteria and add conversational questions when needed.
5
Publish and launch
Test agent responses with a prepared flow in the Simulator before launch.
Publish the flow and complete any required approval.
Copy the embed snippet from the flow results and install it on your website.
Publish the website changes.
Submit the live form and check the captured details and any selected handoff.