Combining chat, form, recording data to be used again in the chat

General
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1

Hi there,
big fan of Pickaxe so far. I try to build an MVP that does the following:

  1. Chat onboards the user and gives it several options to proceed
  2. User provides info in a form (depending on their previous selection in 1)
  3. Form records data (where? Can I chain forms somehow to have not all question on one page? How about conditional questions?)
  4. Data can be used by chat to create followups such as providing an analysis of the input, create a pdf report or push the data via API to a third party tool

This is a sideproject of my dev team so I have some support to get this built and to the market. However, I want to create a process for more projects like this and need to understand what’s the best approach. Important is here that I don’t always want to allow free answers but guide the user more by using radio buttons et cetera

2

The way Forms function, it must display all the input fields. There is no way to let them answer one question at a time.

If you want to use the data for follow-up actions in third-party tools, you’ll want to click into the Actions tab and connect an Action like a Zapier/Make webhook.