Accordio

Forms

Describe the form. The AI builds it. Embed it anywhere. Every submission becomes a tracked lead and pings the agent.

TL;DR

Three form types: estimate, questionnaire, contact. Describe what you want and the AI builds it. Embed with one line of JavaScript or share a link. Submissions auto-create a lead in your CRM, the agent pings you, and replies route to your real inbox.

Three form types

Pick the type that matches the job:

  • Estimate. Branching questions that compute a price range. Best for service businesses that want pre-qualified inbound.
  • Questionnaire. Project intake or kickoff brief. Long-form answers feed the project knowledge base and seed the next contract.
  • Contact. Simple inbound: name, email, message. Replies route to your Gmail inbox, not a no-reply address.

AI form builder

Describe the form. The AI builds it.

Example prompt
“Estimate form for branding projects. Ask about logo, brand guidelines, naming, and packaging. Price range $3k to $25k depending on scope. Include a deadline field.”

The agent generates the questions, branches, and price logic. You review, edit, publish.

Embed or share

Two ways to put the form in the world.

Shareable link

Every form has a public URL. Send by email or paste in DMs. No client account required to fill it out.

JavaScript widget

Drop a script tag on your site:

<script src="https://app.accordio.ai/api/forms/widget.js" data-form="your-form-slug"></script>

Renders inline or as a modal. Themed to your site. Submissions hit the same pipeline as the shareable link.

Let the agent send forms

The agent picks the right form, drafts the email, and sends it (with a one-click confirmation if you prefer). It can also volunteer to send a form when it spots a new project inquiry in your inbox.

Example prompt
“Send the project intake form to Jane Doe.”

What happens on submission

Every submission does three things:

  • Creates a lead.If the respondent isn't already a client, Accordio adds them with pipeline_stage=lead and tags it with the form name. Race-safe, no duplicates.
  • Routes the reply to you. The notification email uses your Gmail address as the reply-to, so client replies land in your real inbox.
  • Pings the agent. A real-time notification fires on your messaging channels with the highlights. The agent suggests the next step (send proposal, schedule a call, etc.).
Submissions are race-safe and idempotent. A form can be embedded on multiple pages or sent to a mailing list without creating duplicate leads.

Reviewing submissions

Each form has a Results tab with every submission, timestamp, respondent, full answers, and pricing breakdown (for estimates). Filter, search, export to CSV. Click any submission to view the linked lead in the CRM.

Build your formDescribe it in one sentence.

Use your preferred LLM

Open these docs in ChatGPT, Claude, Gemini, Grok, or Perplexity.

Opens your LLM with this page prefilled as a prompt. The prompt is also copied to your clipboard as a fallback.

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