Guided Form Setup for Conversation AI in Sparkforge

Guided Form is the no-prompt setup path for Sparkforge Conversation AI. Instead of writing prompts, you fill out a structured form — brand info, objectives, questions, and post-completion actions — and Sparkforge builds the conversation logic for you.

When to Use Guided Form

• You want a working bot in under three minutes.
• You don't want to engineer prompts.
• The bot's job is concrete: capture a lead, qualify a contact, answer a defined set of questions.
• You need consistent, on-brand replies without manually testing prompt variations.

How to Set Up a Guided Form Bot

Step 1: Open the Create Bot Page

1. Go to Conversation AI → Bots.
2. Click Create Bot. The Guided Form interface opens by default.

Step 2: Add Brand Information (Optional)

Brand inputs help the bot match your tone:

• Business Name
• Business Type
• Tone of Voice (professional, friendly, casual, etc.)

Step 3: Configure Basic Bot Settings

• Initial Message — the first message the bot sends. If set, the Guided Form flow starts on the user's next reply. If left blank, the flow starts on the first message.
• Language — pick the language the bot uses.
• Bot Name — internal label.
• Behavior Type — Auto-Pilot (fully automated) or Suggestive (sends reply suggestions).

Step 4: Define Objectives and Questions

1. Click Add Question / Objective for each item.
2. Enable Skip if Already Filled to avoid asking for known data.
3. Drag and drop to reorder.

Common objectives: capture name, email, phone; qualify with yes/no questions; offer scheduling links.

Step 5: Additional Instructions

Use Additional Instructions inside Objectives & Questions to add guardrails — up to 2,000 characters. Keep bullets short, put the critical steps first, and define clear do/don't rules for edge cases.

Step 6: Set Up Actions per Objective

Decide what happens when an objective completes:

• Trigger a workflow (e.g., enroll in an email sequence)
• Update a custom field
• Assign tags

Step 7: Final Review and Launch

• Bot Availability — set time and day windows.
• Channels — SMS, webchat, Instagram, etc.
• Fallback Message — what the bot says when it can't handle a question.

Click Save to publish.