Field types
Intake Bots use conversational fields to collect data from respondents. Each field type includes built-in validation and can be enhanced with AI intelligence.
Intake Bot field types
Section titled “Intake Bot field types”| Field type | What it collects | Notes |
|---|---|---|
| Text | Short text answer | Min/max length, regex validation supported |
| Email address | Format validated automatically | |
| Phone | Phone number | Format validated automatically |
| URL | Website link | URL format validated |
| Textarea | Long text answer | Min/max length |
| Number | Numeric value | Min/max value, decimal precision configurable |
| Date | Date (and optional time) | Range limits supported; typed input (“next Friday”) parsed by AI |
| Boolean | Yes/No answer | Displayed as two options |
| Select | Single choice from options | Options defined by the builder |
| Multi-select | Multiple choices from options | Options defined by the builder |
| File | Document, image, or PDF | File type restrictions, size limits, AI Document Extraction supported |
| Geolocation | GPS coordinates | Browser Geolocation API; static map preview shown |
| Repeating Group | Multiple instances of fields | Use for collecting multiple items (children, addresses, products) |
| Hidden | Silent value storage | Value set via URL parameter, embed attribute, or static default |
AI mode compatibility
Section titled “AI mode compatibility”AI Field Intelligence can be configured per field to change how the Intake Bot interacts with the respondent.
- Value Extraction: The AI pulls the specific value from a conversational response. Works on text, email, phone, URL, textarea, and number fields.
- Socratic Negotiation: The AI asks follow-up questions to clarify or verify the answer. Works on textarea, text, and number fields.
- Strict Validation: The AI ensures the answer meets specific criteria before proceeding. Works on any field.
- Document Extraction: The AI reads uploaded files to pre-fill subsequent questions. Applies to file fields.
Voice input support
Section titled “Voice input support”Respondents can use voice to fill out fields. Two modes are available:
- Polish mode (0.25 credits): Transcribes and cleans up spoken text. Available for text and textarea fields.
- Extraction mode (1 credit): Transcribes and extracts structured data. Available for email, phone, URL, number, date, boolean, select, and multi-select fields.
Privacy and security
Section titled “Privacy and security”On Business and Enterprise plans, you can apply additional protection to sensitive fields:
- Private: Excludes the field value from all AI processing. The data is stored separately.
- Encrypted: Stores the value with at-rest encryption using Supabase Vault.
Record field types
Section titled “Record field types”Records store the structured data generated by submissions. You can also define custom fields for Record Types.
| Field type | Use case |
|---|---|
| Text | Names, titles, short descriptions |
| Long text | Notes, detailed descriptions |
| Number | Quantities, prices, scores |
| Date | Deadlines, start dates, milestones |
| Select | Single choice from predefined options |
| Multi-select | Multiple choices |
| Reference | Link to another Record |