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Form Render Block

Forms appear inline in the chat when you need to create or edit a record. Instead of navigating to a separate page, you fill out the form right in the conversation.

Form render block

How Forms Appear

Forms are triggered by slash commands like /new contact or /new deal, or when you ask to create or edit a record.

You
/new contact
Outsprint AI
[Form appears with fields for first name, last name, email, phone, company, lifecycle stage, and owner]

Field Types

Forms support a variety of field types:

Type Description
Text Single-line text input
Email Email input with format validation
Number Numeric input
Date Date picker
Select Dropdown with predefined options
Multi-select Choose multiple values
Search Type-ahead search for existing records (e.g., company lookup)
Textarea Multi-line text for descriptions and notes
Checkbox Boolean toggle

Validation

Each field can have validation rules:

  • Required fields are marked and must be filled before submission
  • Email format is validated on email fields
  • Number ranges are enforced where applicable
  • Validation errors appear inline below each field

Submitting and Canceling

  • Click the submit button (e.g., "Create Contact") to save the record. The form closes and a confirmation card appears showing the created record.
  • Click Cancel to collapse the form without saving.

Editing Records

When you edit an existing record, the form appears pre-filled with the current values. Only change what you need and submit.

You
Edit Sarah Chen's lifecycle stage to Customer
Outsprint AI
I've updated Sarah Chen's lifecycle stage to Customer.

Custom Properties

If your team has configured custom properties, they appear automatically at the bottom of the form under a "Custom Properties" section.

Note

Forms submit data directly to the API. The created or updated record appears in the chat as a card render block.

What's Next