How to ask for email address before they can use the chatbot

General
1

Hello, I have searched the community topics and cannot find the answer - apologies if it’s been asked and answered before. I’m new to Pickaxe and have built a lead-magnet chatbot that seems to be working well. The only thing it is missing is the ability to ask for the user’s email before asking the chatbot questions. ChatGPT says to select the Chatbot and Toggle the Smart Form feature to ON and then build the email capture into that form, but I cannot find any mention of forms in my dashboard. What am I missing? I’m on the Gold plan. Thanks, Tony

1 Like
2

The easiest way to do this is to change the Access setting of the your Studio. Either make it an invite-only Studio or make it Public but require them to create accounts to use the tools.

This Pickaxe User Manual explains the settings/configurations at great length.

3

Thanks Mike, but it is embedded in a WordPress landing page, rather than a Studio. I’m looking for the kind of thing where the chatbot asks for their email address as the first thing.

4

You can add an instruction in the prompt for the chatbot to ask for the email. However, you will not have a programmatic way to check that it is a real email before continuing in the conversation.

5

Thanks very much, Mike. That’s very good to know. Is there a way for the email addresses to be sent to Google Sheets - or would it need to be somehow hooked up to Make.com or similar?

6

Hi There

What I did was exactly that - ask for name and email address. I hooked it to the Airtable Action and it collects the data

7

Wow, that’s great - thank you. I searched in the Actions for Airtable but it didn’t find anything. Was it an Action that you created yourself?