Custom forms your AI Agent fills in for you
Build quote requests, service requests, booking forms, and more. Let AI Agent collect the answers naturally during a call or chat. No rigid web form to abandon: the AI asks the questions, captures the details, and triggers the next step automatically.
Structured data, captured in conversation
Design the form once. The AI turns it into a natural back-and-forth and returns clean, structured answers.
Build any form
Create quote requests, service requests, booking forms, or intake questionnaires with your own fields.
AI-guided collection
Instead of a static form, the AI asks each question conversationally and confirms the answers as it goes.
Works on voice & chat
Forms can be completed during a phone call or a chat, so customers never have to break their flow.
Native Conditional Logic
Define your own triggers, such as customer asks for a quote, and your AI agent instantly captures it with the quote intake form.
Spam Protection
Built-in spam filtering blocks bot submissions from polluting your business data.
Automated workflows
Handles form data automatically: alerts your team, and connects to thousands of apps via Zapier, Make, and n8n.
Trigger from anywhere
Attach a form to a quick-action chip, a keyword, or a rule so the right form opens at the right moment.
Actions on submit
On completion, fire an email, post a webhook, or notify your team - automatically, every time.
Submissions & audit log
Review every submission with a full activity timeline, add notes, and update its status from one place.
From blank form to captured data
Design the form
Add your questions and fields, text, choices, contact details, and set what happens when it is submitted.
Let the AI collect it
The agent asks the questions naturally in chat or on a call, capturing and confirming each answer.
Act on the submission
Answers are saved, actions fire, and the submission is ready for your team with a full activity log.
Enterprise-grade security, built in
Your customer conversations are sensitive. Opsei protects them with the controls large enterprises expect, so you can put AI on the front line with confidence.
Access & audit control
Role-based access, single sign-on (SSO), and per-user audit logs so you always know who saw and did what.
Encryption everywhere
TLS 1.3 encryption in transit and AES-256 encryption at rest for every conversation, record, and file.
SOC 2 Type II
SOC 2 Type II controls with independent annual audits covering security, availability, and confidentiality.
Data residency
Tenant-isolated data that is never used to train third-party models, with US-based data residency available on enterprise plans.
Works with the tools you already use
Opsei plugs into your stack two ways: Automated Workflows push new leads, customers, and tickets out to your other apps the moment they happen, and Live Answers let the AI look up real information from your systems mid-conversation.
Automated Workflows (outbound)
Fire secure webhooks on every new lead, customer, ticket, or ended conversation. Connect to your CRM, back office, or thousands of apps through Zapier, Make, and n8n. Every delivery is logged, retried, and testable.
Live Answers (inbound connectors)
Let the AI query your own HTTPS APIs while it is talking to a customer - order status, bookings, account details, a customer's plan - and reply with the live result on both chat and voice.
