Guide

AI Form vs AI Chatbot

Use a form when you want structured quotes. Use a chatbot when visitors would rather talk. Both become scored leads in the same dashboard.

Roof replacement quote

Visitor-facing form · scored on submit

Name

Alex Rivera

Phone

(555) 014-2291

Service

Roof replacement

City

Austin, TX

Timeline

This month

Get my quote

Website chatbot

Conversation becomes a scored lead

Hi — what can we help with today?
AC is out and the house is getting hot.
Got it. Is this a repair or a replacement, and which city are you in?
Repair, in Plano. Can someone come today?

How to choose

Choose a form when

  • The page is already a quote or request form
  • You need named fields like square footage or system type
  • Visitors expect to submit and wait for a call

AI Forms

Choose a chatbot when

  • People land on a homepage and will not fill a long form
  • You want follow-up questions without extra fields
  • You still need a structured lead and a transcript

AI Chatbot

You can run both. Scoring, spam filtering, and notifications stay shared. Read about scoring.

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