Contact forms

Contact forms give you full control over how customer requests enter Plain. They're the most flexible way to pre-triage, structure, and prioritize conversations. Contact forms allow you to:

• Collect upfront information so threads get triaged to the right person or team, automatically.

• Add labels, SLAs, and thread metadata during submission so high-value requests get surfaced immediately.

• Gather key product or account details without follow-up questions, so your team can jump straight into solving.

Getting started with contact forms

Plain does not provide any UI components or a drop-in script tag. Instead, you use your own UI components and then use Plain’s API. Our Typescript SDK is a great place to get started.

When a contact form is submitted, you first create the customer in Plain and then create a thread in Plain.

Depending on your desired behavior, you can also do other things as part of the form submission, such as:

• Add the customer to a customer group

• Set labels

• Add a priority to a thread

Contact forms can take any shape and be very specific to your product and customers.

Examples you can customize

Floating Contact Form

This shows how you can build a very simple floating contact form (bottom right) in NextJS.

View demo ↗ | View source on Github↗

Screenshot of the floating contact form

Advanced Contact Form

This example uses structured inputs based on the topic and includes built-in categorization logic – perfect for more complex B2B workflows.

View demo ↗ | View source on Github↗