Introduction to Forms

Forms are one of the basic elements in a Lightico customer journey. They enable capturing information from the customer or agent during a collaboration session.

As part of a Workflow, the information collected in Forms can be used to:

• Customize a document

• Decide the path of a Workflow

• Record customer data in your CRM

Attribute fields

All fields in a Form are bound to Lightico Attributes. This means that the data captured in each field is tagged in order that it can be easily accessed and used in a collaboration session.

For example, when your customer fills in his date of birth in the Form, the date can be used in the following ways:

• Add the date to a PDF Template

• Set an age condition that decides the customer’s eligibility to sign a contract

• Decide what terms of use appear in an agreement  

For more information about Attributes, see Understanding Attributes.

To learn about building Forms, see Create a Form and the other articles in this section that explain advanced features.