Adding Fields

Adding Fields

Add custom intake form fields.

Steps

1. Go to Personal Link settings
2. Click “Add Field”
3. Configure the field:
   • Label (question text)
   • Type (text, dropdown, etc.)
   • Required or optional
   • Placeholder text
4. Save

Best Practices

Keep forms:

• Short (3-5 fields max)
• Relevant to conversation
• Clear and simple

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Questions? Contact hello@buzztrail.ai for assistance.