---
schema_version: "1"
id: 06bba9045a1f39328afc9ee9a9a032ebde45749ae839d27f8c30d5dc96be21b8
title: Send a Secure Form from an Enhanced Bot
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/bots_service_enhanced_async_form.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_async_form.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ba32e6804361ccf1cc04f7a40794a1e23bfe7fcf3d8c79585023ea0ec1bc69f7
description: Use the form messaging component to collect customer information quickly and securely in enhanced Apple Messages for Business or Enhanced Chat channels.
products:
  - Service Cloud
  - Service Intelligence
release: "264"
---
# Send a Secure Form from an Enhanced Bot

Use the form messaging component to collect customer information quickly and securely in enhanced Apple Messages for Business or Enhanced Chat channels.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.einstein_service_intro.htm&amp;language=en_US" target="_blank">View supported editions</a> for Einstein Bots.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.messaging_editions.htm&amp;language=en_US" target="_blank">View supported editions</a> for Messaging.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d33418e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d33418e64 ">To build and manage Einstein Bots:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d33418e64 ">
              <p>Customize Application</p>
              <p>OR</p>
              <p>Modify Metadata</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Manage Bots</p>
            </td>

          </tr>
        </tbody>
      </table>

This component is asynchronous. When the bot sends the component, the customer can continue the conversation and respond to the component later. Bots that use asynchronous components require careful configuration to ensure a natural conversational experience. Before adding this component to a bot, learn more about [best practices for asynchronous components](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_async_best_practices.htm&release=264.0.0&type=5 "Customers don’t have to respond to asynchronous components right away. When you add an asynchronous component to a bot conversation, carefully consider your conversation design to gracefully handle errors and changes in context.").

This component is available only for enhanced Apple Messages for Business and Messaging for In-App and Web channels.

In enhanced bots, forms time out after five minutes.

1. From the Messaging Components page in Setup, [create a form messaging component](https://help.salesforce.com/s/articleView?id=service.messaging_components_forms.htm&type=5&language=en_US).
    
    When you set up a form component, you specify a form title and a confirmation message. In the bot conversation, the title appears as the link to the form. When the customer submits the form, the confirmation message appears as a message from the customer.
2. Go to the Bot Builder. Click **Dialogs**, and then select the dialog that you want to add the form to.
3. Optionally, add a Message dialog step to prompt the customer to fill out the form.
    1. From the Dialog Component Library, drag the **Message** dialog step onto the canvas.
    2. In the Step Properties panel, enter your message to the customer.
4. From the Dialog Component Library, drag the Form dialog step onto the canvas.
5. In the Step Properties panel, enter the name of your messaging component to search for and select it. If you don’t see your component, refresh the builder and try again.
6. The form messaging component is asynchronous, so tell the bot what to do after sending the form. The bot can wait for customer input or move on to the next dialog step. See [Conversation Design for Asynchronous Components](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_async_conversation.htm&release=264.0.0&type=5 "Because customers don’t have to respond to asynchronous components right away, these components require careful conversation design. Use asynchronous component settings and Rule conditions and actions to ensure a natural conversational experience.").
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_intelligence-264-0-0-production-enus/dcd06a7b-b5ab-448b-a767-4e2e90481508/images/icon_note.png)
    
    Note When exact matching or intent recognition are enabled, the customer can enter text that redirects the bot conversation to another dialog (for example, “Main Menu”), regardless of the option you select.
7. In the output section, select or create an ID variable to store the ID of the customer’s response. With this ID, you can create an Apex class or a flow to look up the customer’s response and use the information to customize the conversation.
8. Tell the bot what to do if the variable already contains a value. The bot can keep the original value and skip the form, or the bot can send the form and override the original value.
9. Optionally, select or create an object list variable to store the list of error types if the customer response results in an error. You can use Rule conditions and actions to customize the behavior of the Error Handler dialog based on the error variable. See [Error Handling for Asynchronous Components](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_async_errors.htm&release=264.0.0&type=5 "Asynchronous components include an optional error variable to give you more control over how to handle specific errors. Use an Apex class and Rule actions to customize the behavior of the Error Handler dialog based on the error variable. For example, when a customer attempts to respond to an expired authentication request, you can prompt the user to try again with a new authentication request.").
10. Save your changes.

To specify the bot’s behavior when a customer responds to the component, add a Rule action step after the component. The Rule action step ensures that whenever your customer responds to the component, their response is confirmed and the conversation is redirected appropriately. See [Conversation Design for Asynchronous Components](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_async_conversation.htm&release=264.0.0&type=5 "Because customers don’t have to respond to asynchronous components right away, these components require careful conversation design. Use asynchronous component settings and Rule conditions and actions to ensure a natural conversational experience.").

#### See Also

- [Compare Messaging Channel Capabilities](https://help.salesforce.com/s/articleView?id=service.livemessage_managed_package_lex_differences.htm&language=en_US)
- [Considerations for Messaging Components](https://help.salesforce.com/s/articleView?id=service.messaging_components_considerations.htm&language=en_US)
- [Considerations for Messaging Components in Enhanced Bots](https://help.salesforce.com/s/articleView?id=service.bots_service_enhanced_considerations.htm&release=264.0.0&type=5 "Carefully review these considerations before setting up Enhanced Bots.")