Returning visitors can now pick up where they left off. A new AI field mode silently cleans up conversational responses before saving.
Two quality-of-life improvements shipping together.
Draft session resume. When a visitor starts an IntakeBot conversation and leaves before finishing, they can now come back and pick up where they left off. The next time they open the same bot, a prompt gives them the choice to continue their previous session or start fresh. Sessions expire after 24 hours, and the system detects schema version changes so a stale draft doesn’t confuse anyone. Works across all embed modes: inline, popup, and floating widget.
This should help with completion rates on longer intake flows where people get interrupted mid-conversation.
AI Value Extraction. This is the third AI mode in AI Field Intelligence, alongside Socratic Negotiation and Strict Validation. Value Extraction runs silently when a respondent’s answer contains conversational noise. If someone types “Hi, my name is Pedro Navajas” into a Name field, the AI extracts “Pedro Navajas” and saves that without showing the full raw response back to the user. When no value can be found, the bot generates a natural re-prompt instead of repeating the original question verbatim.
The number of re-prompt retries is configurable per field, from 0 to 3, with a default of 1. The AI wizard automatically applies extraction on name and identity fields when generating new bots.
Both features are available on all plans.
Public Intake Bot visitors can now resume an unfinished submission after refreshing or re-entering the page. A lightweight localStorage pointer reconnects to the in-progress server record, and a prompt lets users continue where they left off or start over. Schema version changes and session expiry are handled automatically. Works across all embed modes with graceful degradation.
Extract Value AI mode silently normalizes conversational field responses before saving. When someone replies with greetings or extra text (for example 'Hi, my name is Pedro'), the system keeps just the relevant value ('Pedro'). When no value is found, the bot re-prompts with a natural nudge instead of repeating the original question. Re-prompt retries are configurable per field (0 to 3, default 1). The wizard auto-applies extraction on name and identity fields. The field panel shows all three AI operations at a glance: Extract Value, Socratic Negotiation, and Strict Validation. Credits scale with the AI work done.
