Configure Settings
Form settings control how the AI conducts the conversation, how long submissions are retained, and whether email notifications are sent.
Navigate to the Settings section within your Chat Form plugin configuration.
Conversation Behavior
Confirmation Before Submit
When enabled, the AI summarizes all collected answers and asks the user to confirm before the form is saved. This gives users a chance to correct mistakes.
- Default: Enabled
- When disabled, the form is submitted immediately after the last required field is answered.
Ask Questions One by One
Controls the pacing of the conversation.
| Setting | Behavior |
|---|---|
| Enabled | The AI asks one question at a time and waits for an answer before proceeding. |
| Disabled | The AI presents all questions at once and the user can answer in any order. |
Use one by one for forms where answers to earlier questions influence how later ones should be answered, or when you want a more guided experience. Use the default (disabled) for short forms where speed matters more than pacing.
Data Retention
Retention Days sets how long submission records are kept before they are automatically deleted.
| Value | Behavior |
|---|---|
1–N | Submissions are deleted after N days. |
0 | Submissions are kept indefinitely and never deleted automatically. |
- Default: 90 days
Set this based on your data governance requirements. Submissions are deleted at the record level — you cannot recover them after deletion.
Email Notifications
Confirmation Email (to the submitter)
When enabled, the system sends an email to the person who submitted the form.
| Field | Description |
|---|---|
| Enable Confirmation Email | Turns the confirmation email on or off. |
| Confirmation Email Template | The body of the email sent to the submitter. Write in plain text or HTML. |
| Include Form Answers in Email | When enabled, the submitter's answers are appended to the email body. |
The confirmation email is sent to the address collected by any user_email question in your form. If the form has no user_email question and the submitting user has no email associated with their account, no email is sent.
Notification Emails (to your team)
When enabled, the system sends an alert email each time a new submission is received.
| Field | Description |
|---|---|
| Enable Notification Emails | Turns admin notification emails on or off. |
| Notification Emails | A list of email addresses that receive the alert. Add one address per line. |
Notification emails include the submission timestamp and a summary of the answers.
Related Pages
- Build your questionnaire — previous step.
- Configure the function tool — next step.
- Chat Form overview — full setup flow.