Action Bar & Form Builder

The Action Bar adds a row of buttons at the bottom of your chat widget. Visitors can click to open external links, start a WhatsApp conversation, book a Calendly meeting, or fill out a custom form — all without leaving the chat.

Enabling the Action Bar

1. Go to Dashboard → Chatbot → Widget Integration → Action Bar tab
2. Toggle Enable Action Bar
3. Add up to 5 items using the "Add Item" button
4. Click Save

When the Action Bar is active, it replaces the prompt buttons at the bottom of the chat widget.

Button Types

Each Action Bar item has a type that determines its behavior:

Icons & Icon-Only Mode

• Click the icon picker button next to the type dropdown to choose from 50+ icons
• Enable Icon only to hide the label and show only the icon — the label appears as a tooltip on hover
• Items without an icon show the label in a slightly larger font

How Visitors Experience It

• Link — Opens the URL in a new tab (or same tab, configurable)
• WhatsApp — On mobile: opens WhatsApp directly. On desktop: shows a QR code overlay inside the widget
• Form — Opens a form overlay inside the widget. After submitting, the visitor sees a success message
• Calendly — Opens your Calendly page embedded inside the widget. No redirect, no pop-up

Form Builder

Create custom forms to collect leads directly inside the chat widget. Form submissions are automatically saved in your Leads dashboard.

Creating a Form

1. In the Action Bar tab, scroll down to the Forms section
2. Click Add Form
3. Enter a form name (visible to visitors as the form title)
4. Add fields using the Add Field button
5. Optionally set a custom Submit button text and Success message

Field Types

Field Settings

• Label — The field label shown to the visitor
• Placeholder — Placeholder text inside the input
• Required — Toggle to make the field mandatory
• Options — For Select fields: enter options, one per line

Use the arrow buttons to reorder fields.

Connecting a Form to the Action Bar

1. Create a form in the Forms section
2. Add an Action Bar item with type Form
3. Select your form from the dropdown

Lead Collection

When a visitor submits a form:

• The submission is saved as a lead in Dashboard → Leads
• Email and phone fields are automatically detected and mapped to lead columns
• All field data is stored in the lead's additional info section
• If notifications are configured, you receive an alert for new submissions

Auto-Translation

On paid plans with auto-translation enabled, the following texts are automatically translated to the visitor's browser language:

• Action Bar button labels
• Form field labels, placeholders, and dropdown options
• Form name, submit button text, and success message

Translations are cached and regenerated when you change any of these texts.

Plan Downgrade Behavior

If you configure the Action Bar on a higher plan and later downgrade below Standard:

• The Action Bar will not be shown to visitors
• Your configuration is preserved — if you upgrade again, everything reappears
• In the dashboard, the Action Bar tab shows a plan upgrade notice

Tips

• Use Icon only for common actions (WhatsApp, Phone) to save space
• Place the most important action first — it gets the most clicks
• Keep form fields to a minimum — shorter forms have higher completion rates
• Use the Info field type to add context or disclaimers before form inputs
• Test your forms by previewing the widget in the dashboard