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Introduction to SmartForm

What is SmartForm?​

SmartForm is a powerful tool for creating interactive forms integrated with SmartFlow. It allows you to collect data, engage your users, and trigger automated actions based on the responses provided. Create forms manually with our intuitive builder or save time with automatic AI generation from your documents.

Why use SmartForm?​

  • Flexible Creation: Build forms manually with an intuitive interface or generate them automatically from your documents with AI.
  • Adaptability: Forms tailored to all needs (feedback, quizzes, data collection, etc.).
  • Seamless integration: Link your forms to SmartFlow workflows to automate responses.
  • Dynamism: Use conditional logic to guide users through a personalized journey.

Key Features​

1. Flexible Form Creation​

Create forms your way - choose the method that works best for you:

Manual Form Builder​

Build forms from scratch with our intuitive drag-and-drop interface:

  • Add dynamic fields such as:
    • Open-ended questions
    • Multiple choice (MCQ)
    • Dropdown lists
    • Numeric fields
  • Customize each field with options like:
    • Required or optional
    • Default values
    • Contextual help
  • Full control over every aspect of your form

AI-Powered Generation (Optional)​

Want to save time? Generate complete forms automatically from your documents:

  • Select any document from your knowledge base
  • Optionally provide AI guidance to tailor questions to your needs:
    • "Focus on technical concepts"
    • "Create beginner-level questions"
    • "Emphasize practical applications"
  • AI automatically creates:
    • Relevant questions based on document content
    • Multiple-choice options with correct answers
    • Text input fields where appropriate
  • Review, customize, and refine the generated form
  • Save hours of manual form creation

Example use cases for AI generation:

  • Transform training materials into assessment quizzes
  • Convert product documentation into customer feedback forms
  • Generate onboarding questionnaires from employee handbooks

2. Conditional logic​

  • Set rules to guide users to specific questions or actions based on their responses.
  • Example:
    • If "Yes" is selected, display a follow-up question.
    • If "No" is selected, end the form.

3. Integration with SmartFlow​

  • Use your forms as an entry point into a SmartFlow workflow.
  • Configure actions based on the collected responses:
    • Send email
    • API calls
    • Automatic observations

Let yourself be guided and add your actions

4. Reports and analytics​

  • Access collected data in real-time.
  • Export results in CSV format for in-depth analysis.
  • Visualize trends and key responses in a dedicated dashboard.

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Best Practices​

  • Leverage AI generation: Start with AI-generated forms from your documents to save time, then customize as needed.
  • Provide AI guidance: When using AI generation, add specific instructions to get questions tailored to your needs.
  • Keep your forms simple: Only add essential questions to avoid discouraging users.
  • Test before publishing: Check conditional logic and associated actions.
  • Use clear descriptions: Provide instructions for each field to guide users.
  • Review AI-generated content: Always review and adjust AI-generated questions to ensure they match your exact requirements.

SmartForm is designed to provide you with an intuitive and powerful form creation and management experience. Explore the next sections to learn more!