Lead Forms

Creating a Form

1. Go to Forms in the admin dashboard
2. Click New Form
3. Give it a name (e.g., “Contact Us”, “Quote Request”)
4. Add or remove fields — default fields are Name, Email, and Message

Field Types

Type	Use For
Text	Short answers (name, company)
Email	Email addresses (required for AI replies)
Textarea	Long answers (project details, questions)
Select	Dropdown choices (budget range, service type)
Checkbox	Yes/no (opt-in, consent)
Phone	Phone numbers

Customizing the Form

• Brand color — Match your site’s primary color
• Button text — “Send”, “Get a Quote”, “Contact Us”, etc.
• Success message — What visitors see after submitting
• Redirect URL — Send them to a thank-you page instead

Per-Form Settings

Each form can have its own AI behavior settings:

Custom Email Subject

Set a custom subject line for AI responses from this form. Supports template variables:

Variable	Replaced With	Example
{{name}}	Lead’s name (falls back to “there”)	Hi there
{{business}}	Your business name from config	Faber Made
{{subject}}	Original inbound subject line	Re: Your inquiry to Faber Made

Example templates:

• Re: {{subject}} — Simple reply prefix
• {{name}}, here's what we can do for you — Personalized
• Your {{business}} inquiry — Next steps — Branded

If no custom subject is set, Pounce uses Re: [original subject] or falls back to Re: Your inquiry to [business name].

Custom Instructions

Add form-specific AI instructions that get injected into the system prompt. This is useful when different forms serve different purposes:

• Quote form: “This is a quote request. Always ask about budget range, project timeline, and specific requirements before providing pricing.”
• Support form: “This is a support request. Be empathetic and ask clarifying questions about the issue. Offer to escalate if the problem seems critical.”
• Demo form: “This person wants a demo. Be enthusiastic, suggest a time to meet, and include the booking link.”

Custom instructions appear in the AI’s system prompt as a Form-Specific Instructions section, appended after the base rules.

Embedding

Each form has an Embed button that gives you multiple options:

Script Tag (recommended)

<script src="https://app.pouncefirst.com/api/f/your-form-slug/embed.js"></script>

Renders the form with your custom styling. Best for most websites.

Iframe

<iframe src="https://app.pouncefirst.com/api/f/your-form-slug/embed" width="100%" height="600" frameborder="0"></iframe>

Useful when you can’t add script tags (some CMS platforms, Wix, etc.).

Direct Link

Share the form URL directly: https://app.pouncefirst.com/api/f/your-form-slug

Great for social media, email signatures, or link-in-bio pages.

Multiple Forms

You can create multiple forms for different pages or purposes. Each form tracks leads separately in the dashboard. Common setup:

• Contact form — General inquiries
• Quote form — With budget and timeline fields
• Newsletter signup — Minimal: just email

Lead Flow

When someone submits a form:

1. Pounce stores the lead in the database
2. The AI response pipeline generates a personalized reply
3. The reply is sent via your sending provider
4. The lead appears in your Leads dashboard
5. The conversation continues in Conversations

If AI auto-reply has paused (free tier limit reached), the lead still arrives — it just doesn’t get an automatic AI response until you upgrade.