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Agent Blocks

Agent blocks are a separate block type from Action Blocks. You’ll find them under the Agent tab in the Intake Bot editor. Each block is either a Collect Mode agent or an Instruct Mode advisor — the two behave differently and solve different problems.

Both modes require a Pro plan or above.

Collect Mode

Section titled “Collect Mode”

A standard Intake Bot asks questions one at a time in a fixed order. That works well for simple flows. It starts to feel mechanical when what you’re gathering depends on a combination of earlier answers, or when some fields take a back-and-forth to pin down.

A Collect Mode agent block replaces a section of fixed questions with a goal-driven conversation. You define the fields you want collected, attach knowledge sources (markdown documents or Records-backed decision tables), and let the agent handle the exchange. It remembers what the respondent has already said and doesn’t re-ask answered questions.

When the agent has everything it needs, the conversation hands off to the next block in the flow automatically.

Knowledge sources and decision tables

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You can ground the agent’s behavior in two ways:

Markdown context lets you attach written guidance the agent uses when shaping its questions or interpreting answers.

Decision tables let you back a field with a Records-powered set of valid combinations. If a respondent’s answers point to a specific row in that table, the agent resolves the value server-side. For large datasets, respondents can type to filter options rather than scrolling through a full list.

Guardrails

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A credit budget and a turn cap keep the conversation from running too long. If AI credits run out or the service is temporarily unavailable, the block falls back to static questions so the submission still completes.

The editor shows each slot’s resolved behavior — free text or constrained by a table — while you’re building. There are no surprises at runtime.

Instruct Mode

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Respondents sometimes have questions before they can answer yours. What exactly does this plan include? What happens after I submit? Do I qualify if I work part-time?

An Instruct Mode block turns a step in the flow into a knowledge-grounded Q&A. Attach markdown knowledge sources and the agent answers only from what you’ve attached. It won’t reach for the open web. If the answer isn’t in the attached documents, it says so.

Two configurations

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Standalone advisor. The block appears as a dedicated Q&A step in the flow. Respondents ask questions and receive answers grounded in your attached knowledge. A Continue or Finish button is always visible on every turn so respondents can move forward whenever they’re ready.

Mid-collect Q&A. Inside a Collect Mode flow, the agent can handle a respondent’s question and then redirect back to gathering the remaining fields. The conversation stays on track without requiring a separate block.

Persistent exit button

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Every advisor turn shows a Continue or Finish button regardless of where the conversation stands. The label adapts to context: “Continue” if there are more steps ahead, “Finish” if the advisor is the last block in the flow. You can customize the label text if the default doesn’t fit.

This means respondents are never waiting for the bot to decide the conversation is over — they can move on the moment they have what they need.

Plans

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Collect Mode and Instruct Mode are both available on Pro plans and above.

Next steps

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