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ZazzyAgent User Input | Collect User Information in Whatsapp

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Sometimes a customer conversation needs more structure than a normal chat.

You may need to ask:

What is your name?

then:

What service do you need?

then:

What is your preferred date?

ZazzyAgent User Input lets you build these structured question-and-answer experiences inside your automation.

The collected responses can be stored in supported fields and used later in the conversation or other workflows.

What is User Input?

User Input is a way to collect structured information from customers through a series of questions.

It can be used for:

  • Lead forms

  • Surveys

  • Appointment requests

  • Quotation requests

  • Feedback

  • Customer onboarding

  • Product requirements

  • Support requests

The current implementation supports free-text and multiple-choice style inputs and can store responses in system/custom fields or supported external destinations.

When should I use User Input?

Use User Input when you know exactly what information you need.

For example:

Lead form

  1. Name

  2. Company

  3. Requirement

  4. Budget

Use a normal AI conversation when customers need freedom to explain something in their own words.

You can also combine both.

Create a User Input flow

Open the User Input section in ZazzyAgent.

Create a new User Input campaign.

Give it a clear name.

Good:

New Lead Form

Appointment Request

Customer Feedback

Avoid:

Form 1

Test

Add your first question

Create a question such as:

What is your name?

Choose the appropriate input type.

Save the response to a suitable field.

For example:

Name → Name field

Free Keyboard Input

Free Keyboard Input allows the customer to type their own response.

This is useful for:

  • Names

  • Companies

  • Requirements

  • Comments

  • Addresses

  • Other text-based information

Example:

What product are you interested in?

Customer:

Running shoes

Multiple Choice

Multiple Choice gives customers predefined options.

Example:

What type of customer are you?

Individual

Business

Reseller

Multiple Choice is useful when you want the customer's answer to remain within a known set of choices.

Save the response

A response can be stored in an appropriate system or custom field.

Example:

What city are you in?

City custom field

Customer:

Pune

Now the customer record contains:

City = Pune

Build a multi-step form

You can connect several questions.

Example:

Question 1

What's your name?

Question 2

Which product are you interested in?

Question 3

What's your budget?

Question 4

Would you like a callback?

This creates a structured lead-collection workflow.

Don't ask everything at once

Avoid sending a huge message such as:

Please provide your name, phone number, email, city, budget, product category and preferred date.

Instead, break it into manageable questions.

Customers are more likely to understand what you are asking when each step has one clear purpose.

Required vs optional information

Only make information required when you actually need it.

For example:

Name: Required

Product: Required

Budget: Optional

This prevents unnecessary friction.

Validate customer responses

Where supported, use validation to make sure the information is usable.

For example:

Enter your email address.

The workflow can validate whether the response has the expected format.

Validation is especially useful for:

  • Email addresses

  • Phone numbers

  • Numbers

  • Dates

  • Other structured inputs

Use collected information later

Suppose User Input collected:

Name = Priya

Product = Sofa

Budget = ₹50,000

Your next flow step can use that information.

Example:

Thanks, Priya. I'll help you find sofas within your ₹50,000 budget.

Send collected data to Google Sheets

Supported User Input workflows can send collected information to Google Sheets.

This is useful for:

  • Lead lists

  • Survey responses

  • Appointment requests

  • Customer enquiries

Send collected data to a webhook

You can also use supported webhook functionality when your information needs to be sent to another application.

For example:

Customer completes form

Webhook

CRM

This allows your form to become part of a wider business process.

User Input vs AI

Use User Input when you need structured answers.

Use AI when customers need to communicate naturally.

Example:

Structured

Select your preferred appointment day.

User Input works well.

Natural

I can come any day next week except Wednesday.

AI is better suited to understanding the message.

User Input vs WhatsApp Flows

Both can collect customer information, but they provide different experiences.

User Input is useful for conversational question-and-answer flows.

WhatsApp Flows are designed for structured form experiences within WhatsApp.

Choose the option that best matches the experience you want to create.

User Input troubleshooting

Customer response isn't saved

Check:

  • Correct field selected

  • Input step is connected

  • Response type matches the field

  • Customer actually completed the step

Validation rejects valid information

Check the validation configuration and expected format.

Form stops halfway

Check that each input step correctly connects to the next step.

Data isn't reaching Google Sheets

Check:

  • Google Sheets connection

  • Sheet permissions

  • Field mapping

  • Required columns

  • Workflow configuration

Example: Lead Qualification Form

A simple lead flow could be:

What's your name?

Save Name

What are you interested in?

Save Product Interest

What's your budget?

Save Budget

Condition:

Budget ≥ ₹20,000

Premium lead path

Otherwise:

Standard lead path

This is a simple example of how User Input, Custom Fields and Conditions can work together.

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