Connect chatbot answers with human follow-up
Some questions need a person. A contact form inside the chat gives visitors a clear next step while preserving the speed of immediate answers for everything already documented.
When the contact form should appear
The form is most useful when a visitor asks for a callback, quote, booking, account help or another action the assistant cannot complete. It can also help after the bot honestly says that a required fact is missing.
In Chaat, contact requests can be enabled or disabled for each bot. When enabled, the assistant knows the form exists and can recommend it when human help is relevant. When disabled, it is instructed not to direct visitors to it.
Requests appear in the dashboard with the submitted name, email and note. The bot owner can also configure an email address to receive a notification for each new request.
Set up contact requests
- 1
Choose whether the bot needs contact
Enable the form for sales or support workflows that have a real person available to reply.
- 2
Add the notification email
Use a monitored team address and switch notifications on.
- 3
Test the trigger
Ask for a quote or callback and confirm that the bot recommends the form naturally.
- 4
Submit a test request
Check that it appears in the dashboard and that the notification reaches the intended inbox.
- 5
Define ownership
Decide who reviews new requests and what response time the team aims to provide.
A good contact experience
Optional
Visitors can still ask questions without surrendering contact details.
Short
The form asks only for a name, reply address and useful note.
Honest
The bot says it saved a request only after the form succeeds.
Owned
A named person or team regularly reviews the request inbox.
Contact form mistakes
- Leaving notifications enabled with an address no one checks.
- Using the form as a gate before answering basic public questions.
- Promising a specific action or response time that the team has not committed to.
- Keeping the form enabled after the follow-up process has been paused.
Frequently asked questions
Where do contact requests appear?+
They appear in the Requests section of the bot dashboard, associated with the relevant conversation.
Can more than one bot use the same notification email?+
Yes. Notification settings are saved per bot, so several bots can point to the same monitored address.
Does the form work while the AI is replying?+
Yes. The visitor can open Contact the team while an assistant response is being prepared.