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Intake forms

Intake forms collect structured data from people outside a live session. Respondents answer through a conversational AI chat — no account required.

  1. 1

    Go to your project, open Intake Forms, and click Create and launch.

  2. 2

    Add fields: each field has a label, a key (auto-generated from the label), a type (text, email, number, select, boolean, etc.), and a required flag.

  3. 3

    In the Settings tab, toggle the form active to generate the public respondent link.

  4. 4

    Share the link. Respondents chat with the AI, which asks for each required field conversationally and extracts their answers into structured records.

  5. 5

    View completed records in the Records tab. Export as CSV or JSON from the export button.

  6. 6

    Completed records are automatically indexed for Ask Mayetik alongside session briefs.