Jumpstart your voice intake forms with pre‑built templates — browse by industry, preview questions, and launch in seconds with AI extraction, conditional routing, and 30+ response types.
Templates
Building a voice intake form from scratch is easy — but starting from a template is even faster. Sayify ships with a curated library of pre‑built templates spanning 14 industry categories, each loaded with best‑practice questions, smart defaults, AI configurations, and field extraction schemas.
* Tip:* Templates don't lock you in. They simply pre‑fill the link creation wizard — you can customise every detail before publishing.
How Templates Work
Templates are global presets maintained by the Sayify team. When you select one:
- Browse — Open the Templates page from the sidebar.
- Filter — Use category filter pills to narrow by industry.
- Preview — Each template card shows its icon, name, description, question count, and usage popularity.
- Use — Click Use Template (or Start Here for featured templates) to launch the link creation wizard with everything pre‑filled.
- Customise — Adjust the title, description, questions, extraction schema, and settings to fit your needs.
- Publish — Save and share your new intake link.
The original template is never modified — each use creates a brand‑new intake link in your workspace.
Featured vs. Standard Templates
Templates are divided into two tiers on the gallery page:
| Tier | What it means |
|---|---|
| ⭐ Featured Capabilities | Hand‑picked templates showcasing Sayify's most powerful use cases — displayed prominently at the top with larger cards. |
| Explore Collection | The full library of standard templates across all categories. |
Template Categories
Templates are organised into 14 industry‑specific categories so you can find the right starting point quickly:
| Category | What it's for |
|---|---|
| Customer Feedback | Post‑purchase reviews, NPS surveys, customer satisfaction |
| Employee Pulse | Team check‑ins, morale surveys, anonymous feedback |
| Product Research | Feature requests, usability testing, beta feedback |
| Support Intake | Bug reports, support requests, issue triage |
| Event Feedback | Post‑event surveys, speaker ratings, attendee insights |
| Sales | Lead qualification, prospect feedback, deal retrospectives |
| HR & Recruiting | Candidate screening, interview feedback, exit interviews |
| Health | Patient intake, wellness check‑ins, provider feedback |
| Field Service | On‑site inspection reports, technician debrief, service quality |
| Events | Registration follow‑ups, volunteer feedback, sponsor surveys |
| eCommerce | Product reviews, unboxing feedback, return reasons |
| Education | Course feedback, student intake, training evaluations |
| Nonprofit | Volunteer feedback, donor surveys, community impact assessments |
| General | Catch‑all templates for any use case |
What's Inside a Template
Every template comes pre‑loaded with carefully designed content:
| Component | What it includes |
|---|---|
| Questions | One or more questions with optimal response types (voice, text, multiple choice, rating, etc.), ordering, and required/optional flags. |
| Welcome Page | Optional custom welcome screen with headline, description, and trust bullets. |
| Thank You Page | Custom thank‑you message, icon, confetti, and optional redirect URL — including support for conditional thank you pages. |
| AI Configuration | Pre‑tuned AI analysis rules for evaluating responses (sentiment thresholds, topic detection, etc.). |
| AI Field Extraction | Pre‑configured extraction schemas that force AI to pull structured data (budget, lead score, urgency, etc.) from every submission. |
| Alert Presets | Suggested alert rules — e.g. "notify me on negative sentiment" — that get created automatically when you use the template. |
| Widget Config | Optional widget/embed configuration for inline or popup deployment on your website. |
Questions & Response Types
Each template's questions use one or more of Sayify's 30+ response types, organised into 7 categories. You can mix and match within any form:
Basic
| Type | Best for |
|---|---|
| Short Text | Single‑line text input — names, titles, short answers |
| Long Text | Multi‑line paragraph — detailed written responses |
| #⃣ Number | Numeric input — ratings, scores, quantities |
| Validated email address capture | |
| Phone Number | International phone number with validation |
| Website URL | Valid web address input |
| Date | Calendar date picker |
| Time | Specific time selection (12h or 24h format) |
Voice & Media
| Type | Best for |
|---|---|
| Voice | Audio recording — automatically transcribed and analysed by AI |
| Voice + Text Fallback | Respondent chooses voice or text — great for accessibility |
| File Upload | Attaching documents, images, or screenshots |
| Video Response | Video recording from the respondent (Pro plan) |
| Video Prompt | Show a video clip before asking a question |
| Audio Prompt | Play an audio clip before asking a question |
Choice & Selection
| Type | Best for |
|---|---|
| Multiple Choice | Selecting one or more options from a list |
| Dropdown | Compact list selection — great for long lists |
| Image/Video Cards | Visual options in a grid — product selection, mood boards |
| / Yes / No | Simple binary decisions |
| Country | Standardised country selector with search |
Rating & Scale
| Type | Best for |
|---|---|
| ⭐ Rating Scale | Star or icon‑based ratings |
| Opinion Scale | Customisable 0–10 labelled scale |
| Net Promoter Score (NPS) | Standard 0–10 NPS with automatic Promoter/Passive/Detractor classification |
| Slider | Visual numeric range with drag interaction |
| ↕ Ranking | Drag‑and‑drop ordering of items |
Structured
| Type | Best for |
|---|---|
| Address | Full physical address with street, city, state, zip, and country |
| Contact Info | Combined name, email, phone, and company block |
| Matrix | Multi‑row, multi‑column choice grid for comparative questions |
Help & Guidance
| Type | Best for |
|---|---|
| Statement | Text display block — show instructions or context without collecting input |
| Help Block | Contextual guidance with FAQ, checklists, examples, or AI‑powered knowledge base search (Pro plan) |
Workflow
| Type | Best for |
|---|---|
| Legal / Consent | Checkbox agreement — GDPR consent, terms acceptance |
| Signature | Canvas signature pad — contracts, authorisations |
| Scheduling | Book meetings via Calendly integration |
| Calculated Field | Auto‑compute values from other answers — scoring, totals (Pro plan) |
| Payment | Stripe checkout integration for collecting payments inline |
Additional Question Settings
- Required / Optional — Control whether respondents can skip a question.
- Conditional Logic — Show or hide questions based on previous answers using the Visual Logic Designer — a graph‑based routing builder.
- Dynamic AI Probing — For voice and text questions, AI can automatically ask smart follow‑up questions based on what the respondent said.
- AI Intelligence & Insights — Per‑question evaluator configuration for automatic insight extraction.
- Validation Rules — Set constraints and custom validation patterns (min/max length, regex, etc.).
- Field Keys — Auto‑generated developer keys for use in webhooks, Zapier, and API integrations.
AI Field Extraction
Templates can include a pre‑configured extraction schema that tells Sayify's AI exactly what structured data to pull from every form submission — even from unstructured voice responses.
How It Works
When you use a template with an extraction schema, the AI automatically extracts specified fields into a clean JSON payload alongside every response. This means you get structured, queryable data without requiring respondents to fill in rigid form fields.
Extraction Presets
Sayify includes a library of 24+ extraction presets spanning common use cases:
| Preset | Example Fields Extracted |
|---|---|
| Lead Generation | Budget, timeline, company size, use case |
| Customer Support | Issue category, urgency, sentiment, OS/browser |
| Candidate Screening | Years experience, salary expectation, tech stack, work authorisation |
| Contact Form | Contact reason, urgency level, requested action, preferred time |
| Bug Report | Component, reproducibility, device info, error message |
| Churn & Cancellation | Cancellation reason, competitor mentioned, winback potential, missing features |
| Customer Experience Survey | Overall satisfaction, highlight, lowlight, NPS category |
| Product Feedback | Feature requested, use case, workaround, impact |
| Exit Interview | Primary reason, manager feedback, would recommend, culture rating |
| Patient Follow‑up | Pain level, medication adherence, new symptoms, doctor visit needed |
| Testimonial Collection | Before/after scenario, favourite aspect, recommendation quote |
| …and 13 more | Browse the full library inside the form builder |
Custom Fields
Don't see what you need? Define custom extraction fields with:
- JSON Key — The field name in your payload (e.g.
user_budget) - Data Type — Text, Number, True/False, Enum List, or List of Items
- AI Instruction — Tell the AI how to extract this value
- Example Output — Show the AI what a correct extraction looks like
Each extraction field includes a confidence score so you can prioritise review of low‑confidence values in your Destinations pipeline.
Auto‑Responder Emails
Templates can configure automatic post‑submission emails that are sent to respondents immediately after they complete your form.
| Setting | What it controls |
|---|---|
| From Name | Your company or brand name (defaults to workspace name) |
| From Email | Sender address — use the default noreply@sayify.pro or your own verified domain (Pro plan) |
| Subject Line | Email subject with merge tag support ({{first_name}}, {{form_name}}, {{submission_date}}) |
| Reply‑To | Optional reply‑to address (e.g. support@yourdomain.com) |
| Email Template | Choose from your workspace templates, the gallery, or the default branded email |
| Custom Heading | Personalise the email headline (e.g. "Thank you, {{first_name}}!") |
| Body Text | Custom email body with merge tag support |
| Logo | Override the workspace branding logo with a custom logo URL |
:::tip Merge tags
Use merge tags like {{first_name}}, {{form_name}}, and {{submission_date}} in your subject line, heading, and body text. Sayify resolves them automatically for each respondent.
:::
Conditional Thank You Pages
Templates support conditional thank you pages — show different messages, redirects, and conversion events to different respondents based on their answers or AI‑scored lead quality.
For example, a Lead Qualification template might route:
- Hot leads → a booking page with a "Let's schedule a call!" message
- Warm leads → a comparison guide with a "Check out our resources" message
- Everyone else → a generic thank‑you with a "We'll be in touch" message
Each outcome can fire separate Meta Pixel and GA4 conversion events, enabling precise ad optimisation by lead quality.
→ Full guide: Conditional Thank You Pages
Visual Logic Designer
Templates can include conditional routing that controls the order and visibility of questions based on previous answers. The Visual Logic Designer is a graph‑based drag‑and‑drop builder that lets you:
- Create branching paths — skip irrelevant questions based on selections
- Set conditional rules — show questions only when specific conditions are met
- Define jump targets — route respondents to any question or directly to the end
- Visualise the flow — see your entire form logic as an interactive flowchart
:::note Visual Logic Designer
The routing graph is automatically populated from your template's question configuration. You can customise it further in the form builder's Visual Logic tab.
:::
Best Practices
Here are a few tips for getting the most out of templates:
- Keep it short — 3–5 questions is the sweet spot. Shorter forms get higher completion rates.
- Lead with voice — Put your most important, open‑ended question first while respondents are freshest.
- Use mixed types — Combine voice for qualitative depth with multiple choice or rating for structured data.
- Enable AI probing — Let AI ask follow‑ups for richer, more detailed voice responses.
- Add context — Use the description field to tell respondents why their input matters.
- Configure extraction — Set up AI field extraction to get structured data from day one — even from open‑ended voice responses.
- Customise the thank‑you — A personal touch after submission goes a long way. Use conditional routing for high‑value personalisation.
- Set up auto‑responder — Send a branded confirmation email to keep respondents engaged after submission.
- Use the Visual Logic Designer — Skip irrelevant questions to keep forms focused and reduce drop‑off.
Frequently Asked Questions
How many templates are available?
The template library grows regularly. Templates are available across 14 industry categories, with featured templates highlighted at the top of the gallery.
Can I modify a template after using it?
Absolutely. Templates are just starting points. Once you click "Use Template", a new intake link is created in your workspace and you have full control over every setting, question, extraction schema, and routing rule.
Do templates include AI field extraction?
Many templates include a pre‑configured extraction schema. You can also add, remove, or modify extraction fields after creating your form. Choose from 24+ presets or define your own custom fields.
Are Pro‑only question types included in templates?
Some question types (Video Response, Help Block, Calculated Field) require a Pro plan. If a template includes these types and you're on a Free or Starter plan, you'll see an upgrade prompt when editing those questions.
Can I create my own templates?
Currently, templates are maintained by the Sayify team. However, you can duplicate any existing form to use it as a personal template within your workspace.
What's Next?
- Intake Page — Learn about the public respondent experience.
- Conditional Thank You — Route respondents to different pages based on AI scores.
- Destinations — Review, correct, and push extracted data to your CRM.
- Inbox — See how responses from template‑based links land in your inbox.
- Alerts — Set up AI‑powered notifications for new responses.
- Key Concepts — Review all platform building blocks.