The step-by-step tutorial:
The Clustaar platform gives endless possibilities to the users. We are going to build a simple contact form with an email address, a fallback and the client message. We will also give customers the opportunity to modify their message before sending it (because here at Clustaar we do things properly 👌), and we will create a confirmation message for your client.
To create a contact form, you will need to use Sessions and the email Entity that is built-in the Clustaar platform. Please have a look at the two articles on the subject: here and here. And be sure to read thoroughly, as we added a little bonus just for you at the end 😉
1. Email Address Intent
Create an email Intent if you haven’t done it yet. Use the built-in email Entity. We wrote a useful tutorial on Intents right here.
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-16.png)
2. Story: Email and Message
A. Email
Create your Story and the first step.
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-17.png)
Click on the new Step you just created and write your question.
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-18-1024x704.png)
Now, click on “then” and add a connection. Set it on the email Intent you created at the beginning and link it to your next Step.
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-20.png)
Email Fallback:
You can’t send a contact form if the text fields are not correctly filled out. We want it to be the same on ours, so we are going to create a Fallback on the email Step.
Type the Fallback message you want the user to see and choose how many times you want it to appear.
💡 Tip: Remember to always set a Fallback message when you use the email Entity.
Learn more about Fallbacks.
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-21.png)
Don’t forget to test your Story as you go:
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-22.png)
B. Message
Create a “Message“ Step.
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-23.png)
Link it to your next Step use an “Is set” connection. . We called it “End”.
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-24.png)
3. Modify or Send
Click on the “End” Step you just created.
First, we want the user to see their message to reread it, the {{@message}} function enables the chatbot to display the user’s previous message.
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-25.png)
Then, we ask the user if they want to send or modify their message. We use Quick Replies for this feature.
More information on Quick Replies here.
Send: Link the “End” button to your final Step (we called it “Thanks”). You can create it directly.
Modify: Link the “Modify” button to the previous Step, in this case “Message”.
Don’t forget to set a Session on the user’s message or else the bot won’t remember it 😉
Key: messagesent
Value: {{@message}}
Hang in there — we are almost done! 😊
Now, click on the “Thanks” step we just created with our “Quick Replies”:
4. “Thanks” step and Message Confirmation
The Clustaar chatbot can send emails with the “Email” action card. Send all the information that you created with Sessions in the email body.
Here is a good formula: {{@session. (+the “key” you chose previously) }}
Learn more
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-26.png)
Message Confirmation : You want your client to receive a confirmation email ? You can do it with the user’s email you stored in the Session.
We use our Session feature in the “Send to” field.
![](https://helpdesk.clustaar.com/wp-content/uploads/2021/11/image-27.png)
Well done! You just created a contact form! 👏