Can I build custom forms and surveys in MiOpsAI?
A built-in form builder is on the MiOpsAI 2026 roadmap. The plan is drag-and-drop form creation for lead capture, client intake, and surveys — with submissions feeding directly into contact records and triggering LizziAI actions.
What the form builder will include
- Drag-and-drop field types for short text, long text, choice, file, signature, etc.
- Embed and hosted form delivery options
- Submissions land in contact records automatically
- LizziAI triggers on submission for routing and follow-up
Current state: not yet available. Custom fields exist on client and engagement records for structured data. Public intake forms are roadmap.
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