Unlock more power from your AI chatbot with these overlooked MagicForm.AI tools.
Whether you're brand new to MagicForm.AI or have been running your conversational AI assistant for months, there's a good chance you're not using all the built-in features that help convert more leads, capture richer insights, and make your sales team faster and smarter.
Today, we’re highlighting some often overlooked features our customers love—once they find them.
Because just like any great tool, MagicForm.AI becomes even more powerful when it’s sharpened. Let’s hone yours and work smarter, not harder.
1. Pre-Qualify Leads Without a Form
Feature: Dynamic Question Branching
Rather than sending visitors straight to a long form or lead magnet, you can configure your MagicForm.AI agent to ask qualifying questions inside the conversation, naturally.
Bonus: Your chatbot can adjust the follow-up questions based on previous answers. No branching logic required.
2. See Exactly What Your Customers Are Asking
Feature: Conversation History + Insights Dashboard
Every question your AI agent handles is saved and searchable. That means:
- You can spot trending concerns
- Improve your website copy
- Adjust your offer or pricing strategy
And if customers are confused? You’ll know why—and what to do next.
3. Trigger Webhooks or CRM Updates in Near Real Time
Feature: Webhook Integration (No Developer Required)
Want to send hot leads directly to Salesforce or HubSpot?
Need to notify your team on Slack when someone asks about pricing?
Use our no-code webhook builder to send data exactly where it needs to go, almost instantly.
4. Guide Visitors Based on Page or Product
Feature: URL-Based Smart Prompts
The same chatbot can behave differently depending on where your visitor is on the site. On a pricing page, it might offer to break down your plan differences. On a product page, it could highlight FAQs or upsells. This is easily one of the most missed features because it requires the customer to add some additional instructions when customizing their agent.
You can also customize the assistant’s name and tone by page! Daisy in sales would love to show you how to take advantage of this feature. Reach out to her if you want to know more at sales@magicform.ai
5. Enable Human Handoff (When It Matters Most)
Feature: Smart Handoff Options
Automated human handoff is available when you upgrade to a custom plan. Your AI assistant knows its limits—and yours. You can configure MagicForm to:
- Offer live chat during business hours
- Escalate leads based on keywords or intent
- Schedule a callback or appointment automatically
On the Starter, Pro, or Premium plans, customers can instruct the AI to share calendar scheduling links, email addresses, or phone numbers when a customer might need further assistance.
6. Speak Your Customer's Language
Feature: Multilingual AI Configuration
When you configure your MagicForm.AI agent with language preferences, it can greet and converse with customers in their default browser or device language. No need for translation tools—just natural, personalized interaction from the first message.
7. Connect via SMS
Feature: Customizable SMS Follow-Up
Reach your leads where they actually are: their phone. You can configure MagicForm.AI to respond to SMS requests and send customized SMS messages within a conversation—including links, reminders, or next steps.
8. Track the Source of Every Lead
Feature: UTM Parameter Tracking
Want to know exactly which campaign, ad, or referral brought a lead to you? The MagicForm.AI conversation view automatically includes UTM sourcing info, so your marketing team gets full visibility.
9. Add Personal Notes Inside the Dashboard
Feature: Internal Lead Notes
Not ready to integrate with a full CRM? No problem. You can add personal notes about any lead right in the MagicForm.AI dashboard, like:
- "In a follow-up phone call, she mentioned a January start date"
- "Was concerned about team seats"
- "Will need assistance setting up their agent"
Your team stays aligned—even without complex tools.
Try One New Feature This Week
Pick just one feature from this list and test it.
Then watch your AI assistant go from support tool to conversion powerhouse.
Need help? We’re happy to walk through your setup and show you what’s possible.
Schedule a demonstration today
