Typeform Agents are agentic AI-powered conversational forms that turn static forms into dynamic conversations. They collect from and relay to your respondents information by completing tasks through natural conversation.
Agents are fine-tuned to the job-to-be-done and trained on your business context, knowledge, tone-of-voice, and goals. Finally they’re equipped with powerful tools that streamline the conversation to completion.
You can create smarter forms with the Inbound Sales Agent by adding tasks to your form to ask for certain information,—for example, collecting contact details, answering FAQs, or scheduling a meeting—and give AI context about your company or project to personalize the conversation. The AI-driven flow creates a more dynamic, two-way dialogue, where the form can adapt to the conversation in real-time to ask relevant follow-up questions to unexpected answers.
Typeform’s Inbound Sales Agent is currently available to a group of Closed Beta testers. You can sign up to join the waitlist here.
Getting started
Here’s how to get started with creating your first agent:
- Log into your account and click Agents (Beta) in the toolbar.
- Select a Workspace for your new smart form, and click Create agent.
- Now you can choose to Start from scratch or Create with HubSpot. In this example, we’ll select Start from scratch. Clicking Create with HubSpot allows you to connect the agent to your HubSpot account and use your existing HubSpot properties. Find out more about our HubSpot integration here.
- Now you can start training the agent by giving it some context about your project and company to personalize the conversation. Here’s where you can provide the AI with an identity and mission to make sure that the conversations generated are personalized and effective.
- Select a goal from the dropdown list. You’ll see a few use case examples provided here.
- If you can’t find your goal here, you can also click Other, and type the primary objective of your form in the text field. You can add up to 250 characters to describe the goal of your form.
- In this example, we’ll just select Register for event from the dropdown list, and we’ll move on to the tone of voice of the form.
- Choose between the Default tone and Custom tone radio buttons to set the AI’s personality and tone. Our default tone is warm and professional. You can choose a different tone by selecting the Custom tone radio button and typing in the text field.
- Share some details about your company, like your company’s name, website, and what your company does. The company name and website URL can be up to 100 characters long. The description of your business about what you do and who you serve can be up to 500 characters long. The agent will use this information to inform and style its answers. Click Save when you’re done with your selection.
- You can also customize your inbound sales agent by giving it a name that will make the form easy to identify. To edit the name of your agent, click the default name next to the name of its workspace in the top left corner.
- Now you can rename the form by typing the new name of your Smart Form in the text field. Click Save when you’re happy with your new form name.
- You can also add a Welcome Screen to your agent to set expectations with your respondents. This screen is not AI-generated, and you can use it to introduce the purpose of your agent to respondents. You can edit the title (up to 1,000 characters), and the description (up to 250 characters) of the Welcome Screen.
- Under Settings, you can customize the button text with up to 24 characters, and you can also add an image or video to the Welcome Screen. You can also click Design to select a theme for your agent, just like you would with a regular form.
You can find out more about adding themes to a form here, and adding images and videos here. Note that applying brand kits to Smart Forms is currently not supported.
Below is an example of a Welcome Screen with a customized message and design.
You can also toggle off the switch next to the Welcome screen if you don’t want to include one in your inbound sales agent.
You’ll be asked to confirm that you want to turn off the Welcome Screen. Click Turn off to disable it.
You can still add a greeting task to include an AI-generated message at the beginning of a conversation with your agent. Read on to find out how.
Add tasks to your agent
With agents, you can create task-based conversations instead of question-based forms. This will keep the conversation going by giving your agent structure while maintaining a natural flow.
- To start adding tasks to your agent, click + Add tasks.
- Now you’ll see the list of available conversation tasks. First, let’s add a Greeting task to initiate the conversation.
- Now you can customize your greeting task by giving instructions to the agent. Select the checkboxes to include information like context about your company and the goal of the agent. If you haven’t provided this information yet, you can click Edit next to the corresponding row to add or update it.
- You can also select the Custom instructions checkbox to provide more information. This section is for introductory statements about yourself or the agent rather than questions.
- Our next task will be to collect contact information from our leads. Click + Add task then select Collect email to add this task.
- Here, we want to make sure that we’re collecting all the information we need from people registering for the event, so we’ll ask for business email addresses only, and make the Email question required.
- Next, we’ll add the Collect information task. This will let you collect other contact information from your respondents, for example people’s physical address.
- Here you can determine not only what to collect, but also how to collect this information. Click + Add next to Information to collect to get started.
- Now you can choose what information you’d like to collect by selecting from existing contact properties, or creating new ones. Click the dropdown list to view suggested properties, or click + Add to add your own property if you can’t find what you’re looking for.
- You can then give your property a name, add a description to it, and select the answer type you want to map it to in your form. You can currently map to Open text, Multiple choice and Dropdown answers. Learn more about question types in Typeform here.
- You can also toggle the Required switch to make this contact property required, then click Add to save it when you’re done with setting up your property.
If you’ve selected Dropdown or Multiple choice as your answer type, you can also add your answer options by clicking + Add option, or delete them by clicking the trashcan icon next to each option.
If you’ve selected Multiple choice as your answer type, you can also toggle the Multiple selection switch in addition to making the property required. This will allow people to select multiple options if it applies to them. Click Add when you’re done with setting up your properties.
- Click How to collect to customize the flow of your Smart Form. You can select Fixed order to stick with the order you’ve set. You can rearrange your questions anytime by dragging and dropping them.
You can also select AI-led conversation to let AI create a smoother flow for you.
- In this example, we’ve selected the AI-led conversation. You’ll also see a tooltip letting you know that AI will arrange and group your question for the best flow.
- Let’s continue with adding our tasks. Now when you click Add task, you’ll see the tasks you’ve used already under Already added. Click the name of a task under Select task to add something you haven’t added yet.
If you select the Schedule meeting option, you’ll be able to choose between setting up a HubSpot meeting or a Calendly event.
You can also select the Make required checkbox if you don’t want your respondents to skip this task.
You can also choose to send your calendar invite to all of your respondents, or only to respondents who meet certain criteria. You can create tag groups to segment your audience by things like their lead status or any other category. Click + Add tag group to create a new tag group. You can find out more about creating tag groups here.
Click + Add new calendar to create a new calendar invite for respondents who didn't meet your criteria specified in the previous invite.
Since we’re just creating an event registration form, we don’t need to book a meeting for now, so we’ll delete this task. You can click the three dots next to a task and click Delete to do just that.
- Next, we’ll add the Answer FAQ task. This works similarly to the FAQ with AI question type, where you can upload a knowledge base. Click + Add info to upload your knowledge base.
- You’ll see a modal where you can start building your knowledge base. In this task, just like with the FAQ with AI question type, you can add up to 20,000 characters to your knowledge base. The AI will then use the information in this knowledge base to answer your respondents’ questions about the event. Click Save when you’re done with setting up your knowledge base. You can find out more about building an effective knowledge base here.
- Now you’ll see that your knowledge base is active. You can click Edit next to AI knowledge to update it.
You can also choose who will see your knowledge base by clicking the dropdown list under Visibility. By default, everyone answering your form will see the same knowledge base. You can also segment your audience based on tag groups to show different information to different respondents, for example, based on their lead status.
You can then click + Add new FAQ to add a different knowledge base for this segment, upload the knowledge base and select its visibility, just like you’ve seen in the previous steps.
If you’ve added an Answer FAQ task to your Smart Form, but you haven’t added an AI knowledge base to it, you’ll see a warning message next to this task informing you that the knowledge base hasn’t been set up.
You won’t be able to publish and share your Smart Form until you upload an AI knowledge base to the Answer FAQ task. You can click Set up task in the warning message to add your knowledge base, or Delete task if you don’t want to use a knowledge base.
- Finally, you can add an Ending task to your agent to say farewell to your audience.
- Unlike the Welcome Screen, the Ending message is AI-generated, and is tailored to the conversation your respondent had with the agent.
- You can customize this just like the Welcome Screen. Toggle the Custom instructions switch to add some instructions for the farewell message, edit the button text, add a redirect URL, or spice it up with an image or video. You can also click Design to apply a theme to the Ending task.
- You can also choose to show your Ending to all respondents or segment your audience based on tag groups, as seen in the previous tasks. Click + Add ending to create a different farewell message and select the audience that will see it.
- Click Preview to test what your conversation will be like with the AI.
For example, you can try giving irrelevant answers to see how the AI responds to them with polite follow-up questions.
You can also switch to mobile view to make sure that your agent looks good on any device.
Make your agent more powerful with the agent Toolkit
You can empower your Agent by using agent tools like lead enrichment, branching logic, tags and integrations with external tools.
Click Toolkit in the menu bar to access your agent tools.
Click Activate to turn on lead enrichment in your Inbound Sales Agent. You can find out more about what enrichment data is in Typeform here. Activating this option will also tell the agent to skip contact questions if the answer is provided through enrichment information based on the contact’s email address.
You can also click Add tags to create profiles based on the answers people have provided while interacting with the agent.
Click + next to Tag groups to create a tag group, or Add a tag to create a new tag.
Now you can start adding tagging rules to segment your audience. In the example below, we’re creating a Lead quality tag group and we’re adding conditional tags based on people’s location. When someone responds from the location we’re entered, we’ll tag them as a High quality lead, and when someone responds from a different location, we’ll tag them as Low quality.
You can also click + Add condition to add more logical conditions with AND/OR operators.
You can also click + Add rule and enter a tag to segment your audience further, for example, by adding a Medium quality lead tag. Click Save when you’re done with setting up your tagging rules.
You can also click Edit tags to go back to the tagging menu to change your tagging rules.
Click the three dots next to the name of a Tag group to rename, duplicate or delete it.
You can find out more about using tagging rules to qualify and segment your leads in Typeform here.
You can also click Integrations in your agent Toolkit to make the agent even more powerful by connecting it to external apps.
You can find out more about our HubSpot integration here, connecting to other apps using Zapier here, how to create and update your contacts in Typeform here, and sending responses to webhooks here.
Share your Inbound Sales Agent with the world
Now that you’ve created your Inbound Sales Agent, it’s time to share it with the world! Click Share or Publish edits in the top right corner to do just that.
You can now share your Inbound Sales Agent’s link by clicking Copy link next to the URL, or you can also choose to embed it on a webpage as a standard, popup, or popover embed. Learn more about embedding with Typeform here.
Click the name of an embed type to customize your embed settings, and click Copy code when you’re happy with your embed.
Analyze your conversations
Once people start interacting with your agent, you’ll be able to view and inspect conversation data including key information collected, and the full transcript of conversations people had with the agent.
In your Results Insights, you’ll see how many times people have interacted with your agent, and which tasks they’ve completed or skipped.
In the Conversations tab, you’ll see all the information your Inbound Sales Agent has collected from your respondents.
Each Response contains a Key Info section with the answers submitted by your respondents. The Key Info section also contains all the enrichment information your agent has collected during the conversation with your respondents.
You’ll also see the full transcript of your respondent’s conversation with AI, including the questions asked by the agent, and the answers provided by your respondents.
This will also let you see how the agent responds to unexpected answers, and asks follow-up questions when the information provided doesn’t match the validation criteria.
You can find out more about analyzing your responses with Typeform here.