Tool: @show_contact_form

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What it does

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When to use it

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Configuration

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Fields to Collect

• Name (combined or split into first/last)
• Email address
• Phone number
• Consent checkbox
• Custom question (text input or dropdown)

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Email Validation

• Option to require work email (blocks free providers like Gmail, Yahoo)

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Form Behavior

• Mandatory vs optional: Force form before continuing or make it optional
• Display timing: Show after X messages or every Y messages

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Title

• Dynamic: AI-generated based on context (recommended)
• Static: Custom text you provide

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Syntax

@show_contact_form

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Example

1. @recommend relevant information about our services

2. @show_contact_form

3. @mention_specifically: "Thank you! Someone from our team will reach out shortly."

4. @stop_playbook

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Tips

• Prefer conversational @ask_question steps for better user experience
• Use forms when you need to collect multiple fields simultaneously
• Configure required fields to match your lead qualification needs
• Always follow up with a confirmation message
• Test form completion rates and adjust fields if needed

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Configuration Best Practices

• Enable: name, email
• Optional: phone, company
• Consider: work email validation to reduce spam For Support:
• Enable: name, email, issue description (custom question)
• Consider: mandatory form to ensure contact info For Enterprise:
• Enable: name, email, phone, company
• Add custom question: “Number of employees” or “Annual revenue”
• Require work email

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Learn More

• Getting Started with Playbooks - Overview and all tools
• Core Concepts & Structure - Understanding playbook structure
• Complete Playbook Examples - See forms in action
• Best Practices & Tips - When to use forms vs questions