How To Create a Conversational Form Online

Turn your forms into guided conversations — powered by AI, templates, and workflows.
Luna Qin Last modified: November 1, 2025
Reading time: 4 minutes.

Conversational form interface in PlatoForms

Filling out a form shouldn’t feel like work.
Yet most online forms still do — endless boxes, walls of text, and progress bars that never seem to move.

It’s 2025, and users expect something more human.
That’s why conversational forms — guided, one-question-at-a-time experiences — are redefining how people share information.

With PlatoForms Conversational Layout, you can instantly turn any existing web or PDF form into an engaging chat-style flow. No rebuilds, no data loss, and no code required.


💬 What’s a Conversational Form?

Conversational form is a layout that displays one question at a time, making form-filling feel like a dialogue rather than data entry.

conversational web forms

It’s not a chatbot — it’s your form redesigned for focus and empathy.
Each question flows naturally, helping users stay engaged without cognitive overload.

Tip: In PlatoForms, you can switch your existing classic form to conversational layout — instantly, with all logic, themes, and fields preserved.


💡 Why Use Conversational Layout?

Traditional forms often look cold and transactional.
Conversational forms create a friendlier, more intuitive experience that feels personal — not procedural.

chat-style conversational form
  • Human-centered experience
    Users answer one question at a time, staying focused and relaxed.

  • Higher completion rate
    Fewer distractions and smoother pacing encourage users to finish.

  • Built for mobile
    Works perfectly on small screens — feels like messaging, not form-filling.

  • Trust and comfort
    A chat-like flow helps users share sensitive details more confidently.

  • Zero rebuild
    Switch layouts anytime — your form logic, workflows, and submissions stay intact.


⚙️ How To Create a Conversational Form in PlatoForms

You don’t need to code or rebuild anything — just flip a switch and your form becomes chat-style.

Step 1: Open your form

Head to your PlatoForms Dashboard, open any existing Web Form or PDF Form you’ve built.

Step 2: Switch the layout

  1. Click Preview & Design at the top of the editor.

    You’ll see two options — Classic and Conversational.

  2. Select Conversational, then hit Confirm.

    Switch layout to conversational form

    Boom — your form now shows one question at a time, just like a chat.

Step 3: Customize the look

Click Design Form to fine-tune the experience.

customize the conversational form

Here, you can:

  • Pick from ready-made themes, or tweak colors, fonts, and backgrounds.
  • Choose Light Mode, Dark Mode, or System Auto to match user devices.
  • Instantly preview changes before publishing.

Want your form to greet users before starting?

Go to Page Media SettingsWelcome Page tab, and turn on Show Welcome Page.

Enable Show Welcome Page for conversational form

Then personalize it:

  • Add an image (wide banner works best)
  • Adjust contrast with a media mask
  • Write your intro — one short heading and a friendly line or two (like “This takes just 2 minutes”)
  • Edit the start button — try “Let’s begin!” or “Start filling out”

Step 5: Enable free navigation

Turn this on if you want users to jump between questions freely.
They can scroll forward or backward anytime — and the form will still remind them to complete any required fields before submitting.

Enable free navigation

Step 6: Make it smart

Conversational layout works perfectly with PlatoForms’ advanced features:


🎥 Prefer to watch?

Here’s a quick video walkthrough:


🌐 Combine with AI and Workflow

Conversational forms shine even more when they’re part of a smarter system.

  • AI Form Generator

    Describe your form in plain English — AI builds it for you. Combine with conversational layout for instant, natural interaction.

  • Web Form Templates

    Start from pre-built forms for healthcare, HR, or education and turn them conversational with one click.

Together, they transform your form from a static questionnaire into a guided, intelligent experience.


🏥 Use Case: Healthcare and Patient Intake

Imagine a clinic using a conversational intake form instead of paper check-ins.
Patients answer questions one by one, upload insurance cards, and sign electronically — all within a HIPAA-compliant workflow.

Combine this with AI recognition to convert existing PDF intake forms automatically, and you’ll digitize your entire patient onboarding in minutes.
No paper. No manual entry. No privacy risk.

From patient intake to lab consent — conversational forms make healthcare communication human again.


🧭 When To Use Conversational Forms

Conversational layout works especially well when forms feel long or personal:

  • Application or registration forms
  • Feedback and surveys
  • Event and appointment bookings
  • Job or client onboarding
  • Multi-step workflow processes

Basically, anytime you want users to stay engaged and finish — conversational layout helps.


🚀 Ready To Try?

Give your forms a voice.
Turn static pages into meaningful conversations that users actually complete.

Switch to Conversational Layout in PlatoForms
one click, zero rebuild, all engagement.

About the Author

Luna Qin

Luna Qin is a Content Strategist at PlatoForms with seven years of experience working on enterprise form and workflow platforms. Her earlier documentation work at Apple shaped her clean, user-first writing style. At PlatoForms, she focuses on producing clear, research-driven guides that help teams build better online forms and automate complex PDF processes.


Stay in the Loop!

Subscribe to our blogs for exclusive insights, tips, and updates.

Related Content Read more