Ready-made templates you can edit
Get started with a useful form and adapt its wording, questions, required fields and confirmation without needing a developer for every change.
Smart forms and customer intake
Turn website interest into clear customer inquiries
OfferAgent lets you add a smart form, contact button or guided question flow to your existing website. Visitors answer relevant questions and receive a clear confirmation. You receive a structured customer inquiry with contact details, needs and source in one place, ready to assign, follow up or use as the basis for a quote.
Ask the right questions from the start
A basic contact form often produces an email with too little information. Someone then has to ask follow-up questions, copy contact details and decide who should handle the inquiry before the real sales work can begin.
How it works
- 01
Choose a template and adapt it
Start with a ready-made contact, interest or inquiry form. Change the introduction, questions, required fields, confirmation and visual settings to suit the situation.
- 02
Add it to your existing website
Show the form directly on a page, behind a clear contact button or as a guided flow with one manageable step at a time. You do not need to rebuild the website.
- 03
The visitor submits a clear inquiry
OfferAgent checks the answers, confirms that the inquiry has arrived and keeps the customer's details, needs, source and consent together.
- 04
Continue in the same customer journey
The inquiry can appear in the inbox, be assigned to the right person, receive an automatic reply and later become the basis for a customer record, follow-up or quote.
From finished form to a new inquiry
The signed-in workspace guides you through testing, publishing and receiving the first inquiry.
Prerequisite: Requires access to Forms and a form that is ready to publish.
Forms workspaceProduct flow
- 1Form tested
- 2Form published
- 3Inquiry received
Open the signed-in product workspace
Sign-in and the correct plan are required. This link is not a public demo.
What this capability supports
Relevant questions without a long form
Use conditional questions or guided steps when you need more information, while keeping the first contact simple for the visitor.
Immediate confirmation and a clear next step
Let the visitor know that the inquiry has arrived and what happens next. Your team receives a new task instead of an unstructured email that can be forgotten.
Source and history stay connected
See which form, page or connected flow produced the inquiry. The same information can continue into the inbox, customer record, follow-up and quote.
Choose how customers contact you
Use the presentation that best matches the page and the amount of information you need.
Form on the page
Place the form where the visitor is already reading about the service.
Contact button
Let a clear button open the form without sending the visitor to another website.
Guided steps
Split a more detailed inquiry into smaller questions that are easier to complete.
More than a website form
Website forms are one way into OfferAgent. Inquiries from Make, a webhook or an API can join the same customer journey when the connection is configured.
One inbox for new inquiries
Collect new work where the team can see status, source and responsibility.
Automatic replies and connected flows
Confirm receipt immediately and pass structured data to an enabled integration or automation.
A path to follow-up and quotes
Continue with the same customer details instead of registering them again in another tool.
Test safely before launch
Preview the complete visitor experience before publishing. The same controls continue to protect the form when it is live.
Preview without real inquiries
Check wording, fields, recipients and confirmation without adding test data to the team's real inbox.
Clear validation and spam protection
Required fields and formats are checked, while safeguards reduce automated spam and duplicate submissions.
Built for mobile and keyboard use
The public form supports small screens, zoom, clear labels, visible focus and keyboard navigation.
Is this right for your business?
OfferAgent is a good fit when the current contact path creates extra work or makes inquiries difficult to follow up.
- Your current contact form provides too little or unstructured information.
- You want different forms for different services, pages or audiences.
- Several people need to see who owns an inquiry and what should happen next.
- You want to start with forms and later add customer history, quotes, automation or AI support in the same service.
Prerequisites and clear boundaries
OfferAgent states what the capability does and what still requires configuration, permission or a human decision.
- The generated form or button must be installed on a website domain that you have approved.
- You decide which questions, recipients, confirmation and consent text apply before publishing.
- Automatic replies, integrations and automations work only after you have configured and enabled them.
Frequently asked questions
Do we need to rebuild our website?
No. Add the generated form or button to your existing website. A web agency can also install the code for you.
Can we change the questions and text ourselves?
Yes. You can choose a template and adapt the introduction, questions, required fields, help text, confirmation and relevant visual settings.
What happens after someone submits the form?
The inquiry is saved with its source and answers. Depending on your setup, it can appear in the inbox, create or connect to a customer record, send an automatic reply and start a connected workflow.
Can an inquiry become a quote?
Yes. The same customer details and answers can be used as quote input when you or a configured workflow is ready to create one.
Can we test before publishing?
Yes. Preview mode lets you check wording, fields and validation without creating real customer inquiries.
Does it work on mobile and with a keyboard?
The public form is built for mobile reflow, zoom, clear labels, visible focus and keyboard use. Your final form configuration should still be tested before launch.