Creating a new form

dESCRIPTION

Design and build a new form using the Form Builder, adding fields, questions, and settings tailored to your data collection needs.

STEP BY STEP

  1. Choose your project from the homepage (if you have multiple projects).
  2. Click on AI Studio in the dashboard navigation.
  3. Select the Form Builder card.
  4. You’ll see a default form titled “Contact Us.”


To Create a New Form:

  1. Click the + icon at the top-right corner.
  2. A chat window with the AI chatbot will appear.
  3. It will ask what type of form you want to create (e.g., Contact, Feedback, or any custom form).
  4. The AI will suggest a list of form fields based on your choice.
  5. You can accept the list or reply with your own field preferences.
  6. Once finalized, your form will be created.
  7. Click View Form to see a preview.
  8. On the right panel, you can pick from the list of form elements to edit.
  9. Once satisfied, click Publish at the bottom-right.
  10. After publishing, a pop-up will appear with:
    - A shareable link to the form
    - Options to embed the form on your website
    - An option to connect it to your AI Assistant
  11. Click Done to finish.

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