# Outcomes in the chat How visitors open your outcome forms: the agent offers them, the form's button at the top of the chat replaces Book a meeting, a website chat button opens a form, and Book a meeting can ask qualifying questions before the calendar. This is the Markdown version of https://www.meetdarwin.ai/help/outcomes/outcomes-in-the-chat, published by Darwin and generated on 23 October 2026. Find it in Darwin: Conversion Studio → Outcomes (https://app.meetdarwin.ai/admin/links?tab=outcomes). Updated Oct 20, 2026. A live form reaches visitors in three ways: the agent offers it in the conversation, its button sits at the top of the chat, or a button on your own website opens it. Book a meeting can also ask its own questions before the calendar. ## When the agent offers it When a visitor asks for what a form is for, matching your **Offer it when the visitor…** sentence, the agent says a line and opens the form in the chat. Its button, such as **Get a quote**, shows above the message box too. The form works like this for the visitor: - One question shows at a time. Answered steps fold into a line at the top, and **Back** changes an answer. - Questions the visitor already answered in the chat arrive filled in, when you let the agent fill them in. - Name and email come last. **Send request** sends it. _Screenshot: The last step of Request a quote in the chat, 4 of 4: the answers folded into one line, Where should we send it?, with the name Dana Ruiz, the email dana@northpeak.co, an optional phone field, Send request and Back._ After sending, the visitor sees your thank-you message, or, if the form ends in a meeting, the next step of booking. ## Put the form at the top of the chat Turn on **Also at the top of the chat** on a form, then **Save changes**. Its button takes the place of **Book a meeting** under your agent's name, so visitors can open the form without asking. _Screenshot: The top of the chat: the agent's name, Maya, with the Get a quote button under it, marked._ - Only one form can have this spot. Turning it on for another form and saving moves it there. - Once the visitor has a form in the chat, the button gives way to **Book a meeting** again, if you take bookings. ## Open a form from your website Make a chat button for your own page, such as **Get a quote** next to your prices: 1. **Add a button** Open **Conversion Studio → Buttons** and select **New button**. Type its **Label**. 2. **Point it at the form** Under **When clicked**, select **Open a form**, then pick the form under **Form**. Only live forms are listed. 3. **Save and paste it** Select **Save button**, copy the button's code and paste it on your page. See [Add chat buttons to your website](https://www.meetdarwin.ai/help/conversion-studio/chat-buttons). A click opens the chat on that page, straight into the form. _Screenshot: The Request a quote form in the website chat on step 2 of 4: the first answer, Brand refresh, folded into a line, then When do you want it done? with three choices and a Back link._ ## Ask questions before any meeting Book a meeting is built in. Give it questions, and every meeting request opens them first, before the calendar. 1. **Open Book a meeting** In **Conversion Studio → Outcomes**, select **Book a meeting** at the top of the list. 2. **Add the questions** Under **Questions before the calendar**, tap a suggestion such as **Team size**, **Budget**, **Timeline** or **What they want to solve** to add a ready-made question, or add your own. Mark the answers that rule a visitor out with **Not a fit** (marked). On Free, one of these can be a qualifying question, with a fit rule. Adding a second shows **Ask more than one qualifying question on Growth**, with an **Upgrade** button. _Screenshot: Book a meeting, built in, set to Questions first: How big is your team? with five choices and Just me flagged Not a fit (marked)._ 3. **Save** If you marked answers **Not a fit**, edit the message those visitors see under **If they're not a fit**. Then select **Save changes**. The card now says how many questions come first. From then on, the questions open first however the visitor asks for a meeting: in the conversation, with **Book a meeting** at the top of the chat, from a chat button, or after a form that ends in a meeting. Name and email come last. _Screenshot: Book a meeting in the chat, step 1 of 3: How big is your team?, with the choices Just me, 2–10, 11–50 and 51+._ - Visitors who fit go on to the calendar. - Visitors who don't fit see your message instead of times. Their answers still come to you, marked **Not a fit**, and the agent doesn't offer them a meeting again in that chat. - A visitor who answers the questions but doesn't book uses no credit. Booking uses 1 credit. See [How requests use credits](https://www.meetdarwin.ai/help/outcomes/how-requests-use-credits). _Screenshot: Book a meeting after the visitor answered Just me and Yes: Thanks, with the message that from their answers the team isn't the right fit just now and has their request._ Remove every question to send visitors straight to the calendar again. ## Good to know - The agent opens one form at a time and never asks a form's questions in plain messages. - In [Experiments](https://www.meetdarwin.ai/help/experiments/how-darwin-improves-openings), a form opening counts as the booking step, the same as the calendar opening. - Booking needs scheduling set up. See [How meetings get booked](https://www.meetdarwin.ai/help/meetings/how-meetings-get-booked). Without a calendar, Darwin can go live with a live form instead, and a visitor who asks for a meeting gets that form. - [Requests and follow-up](https://www.meetdarwin.ai/help/outcomes/requests-and-follow-up): See what visitors sent and pass it on. - [Add chat buttons to your website](https://www.meetdarwin.ai/help/conversion-studio/chat-buttons): Every kind of button you can put on your pages.