📋 SmartForm Trigger
The SmartForm Trigger serves as an entry point for workflows by collecting user responses through a form. All collected data, including AI-calculated results (if enabled in the form configuration), is passed to SmartFlow. It enables you to use form data dynamically in your workflows and create logic-driven actions.
📝 Trigger Details
Name: SmartForm
Category: Triggers
🤖 Enable as AI Tool
The SmartForm trigger includes an Enable as AI Tool toggle that makes your form available directly in the AI chatbot.
What It Does
When enabled:
- The form becomes a default tool available to your AI assistant
- Users can fill out the form conversationally in the chatbot
- AI asks each question naturally and collects responses
- No need to open a separate form link
How to Enable
- Open your SmartFlow with the SmartForm trigger
- Click on the trigger node
- Toggle Enable as AI Tool to ON
- Save your workflow
Example Conversation
User: I'd like to submit feedback
AI: I'd be happy to help you submit feedback!
Let me ask you a few questions.
First, what's your name?
User: John Smith
AI: Thanks John! On a scale of 1-10, how would you rate your experience?
User: 8
AI: Great score! Any specific comments you'd like to share?
User: The support team was very helpful
AI: Thank you for your feedback! I've recorded your responses.
Is there anything else I can help you with?
Use Cases
- Feedback forms: Collect feedback naturally during conversations
- Lead capture: Qualify leads through chat without redirecting to forms
- Support tickets: Gather issue details conversationally
- Surveys: Run quick surveys within the chat experience
🔧 Parameters
1. Form ID
- Type:
string - Description: The unique identifier of the SmartForm.
- Required: Yes
- Example:
form12345
2. Form Responses
- Type:
object - Description: Contains all questions and their respective answers, which can be used as variables in SmartFlow actions.
- Required: Yes
- Example:
{
"name": "John Doe",
"email": "john.doe@example.com",
"age": 30,
"feedback": "Great service!"
}
3. Observation
- Type:
string - Description: Sets the observation for the AI after form completion. By default, this is the AI-calculated result or the form's answers. However, you can customize it manually.
- Required: Optional
- Default Value: The form's result or response.
🚀 How It Works
-
Form Completion:
- Users interact with the SmartForm and provide responses to the questions.
-
Result Handling:
- Once the form is submitted, SmartFlow receives:
- All form data: Each question and answer as variables.
- Result (if enabled): AI-calculated outcomes based on the user's inputs.
- The observation is set to either the calculated result or default form data.
- Once the form is submitted, SmartFlow receives:
-
Variables in Workflow:
- Every question and answer is available for use in SmartFlow actions.
- Example: Use
{name}or{feedback}in an email action.
💡 Use Cases
1. Personalized Onboarding
- Scenario: Use SmartForms to collect user details during onboarding.
- Workflow:
- Variables from the form (e.g., name, age) are used to personalize the next steps.
- Example: Assign users to a specific customer success manager based on their responses.
2. Survey Analysis
- Scenario: Gather feedback and analyze it dynamically.
- Workflow:
- Use AI-calculated results to gauge sentiment.
- Variables like
{rating}and{feedback}are used to take appropriate actions.
3. Dynamic Decision-Making
- Scenario: Allow SmartFlow to make decisions based on user responses.
- Workflow:
- Questions in the form (e.g.,
{role}) guide the workflow’s next steps.
- Questions in the form (e.g.,
🔍 Example Configuration
Form ID:
customerFeedbackForm01
Form Questions:
{
"name": "string",
"email": "string",
"feedback": "string",
"rating": "number"
}
Observation:
"Feedback analysis complete. Sentiment: Positive."
🛠️ Tips
-
Observation Control:
- Manually set the observation to influence the AI’s next action. For instance:
"Start a new workflow based on the form data."
- Manually set the observation to influence the AI’s next action. For instance:
-
Debugging:
- Test form submissions to ensure that all variables are correctly passed to SmartFlow.
-
Result Accuracy:
- If result calculation is enabled, ensure that AI logic in the form is correctly configured for accurate outcomes.
-
AI Tool Integration:
- When "Enable as AI Tool" is on, test the conversational flow to ensure questions are clear and the experience is smooth.