Skip to main content
​
FormsSecurityBranding

​
Embed forms securely in your website

You can now embed forms directly into your public website, customer zone, or application using an <iframe>. This lets your users complete forms and upload documents without ever leaving your product, keeping their experience fully integrated and on-brand.Embedded form showcase

​
Double opt-in security

To protect your forms from unauthorized embedding, we’ve implemented a strict double opt-in security model:
  • Workspace level. Admins can declare allowed parent origins in Settings > Branding under Allowed parent origins.
  • Form level. Toggle Embedding on for individual form templates to specify exactly which forms can be embedded.

​
A tailored embedding experience

We’ve built several options to ensure the embedded form feels like a natural part of your site:
  • Hiding the navigation. Automatically hide the top navigation bar and adjust the layout for a compact frame.
  • Auto-starting forms. Skip the welcome page to let users start filling out the form immediately.
  • Lifecycle communication. Listen to events from the form so your site knows when it has loaded (ready) and when the user finishes (completed).

​
Custom background color

You can now configure a custom Background color in your workspace Branding settings. This color applies exclusively when forms are loaded in embed mode, making it easy to match the background to your site’s design.Read our Embedding guide → to learn how to set up and integrate forms on your website.
​
CasesRemindersAI

​
AI-drafted reminders for your case steps

When a step is waiting on a contact, you can now add follow-up reminders in a click. Penbox drafts the subject and body from the case context, you review and edit, and each reminder goes out on the schedule you set.

​
Draft with AI, send on your schedule

Open the reminders on any pending form step, generate a draft, and adjust the wording before it sends. Set the delay in days or weeks and edit the schedule at any time directly from the step.

​
Reminders that know when to stop

Reminders on a form that’s already completed or archived are automatically marked Ignored and skipped, so a contact never gets chased for something they’ve already done.

​
Or just ask the agent

On a case that’s already in progress, ask Penbox Agent to add a reminder on a sent step and it schedules it for you.
​
AIAgentCases

​
Penbox Agent is now generally available

Penbox Agent is out of beta and available to every member of every workspace. Beyond building and adapting forms, the agent now builds and manages your cases end to end. Describe what you want in plain language and it configures the case template for you.

​
Build and run cases

The agent creates and edits case templates: it adds steps, wires up custom statuses with automatic transitions, sets conditional execution so steps run only when they should, and configures automations that fire when a step is sent.

​
Connect forms to case data

Ask the agent to mirror a form’s fields into your case data and it maps each field into the right section automatically, with no need to wait for a contact to complete the form first. It can also reuse the forms you already have instead of rebuilding them inline.

​
Configure Document Intelligence

The agent can set up Document Intelligence on a file field, creating the matching data fields and mapping extracted values into your case.

​
Pick up where you left off

Every conversation is saved with an AI-generated title and grouped by what you were editing, so you can reopen a past chat and continue. As before, every action the agent takes can be undone and redone.