📋 SmartForm as a Conversation Tool

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.

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📝 Trigger Details

Name: SmartForm
Category: Triggers

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🔧 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.

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🚀 How It Works

1. Form Completion:

   • Users interact with the SmartForm and provide responses to the questions.

2. 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.

3. Variables in Workflow:

   • Every question and answer is available for use in SmartFlow actions.
   • Example: Use {name} or {feedback} in an email action.

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💡 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.

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🔍 Example Configuration

Form ID:

customerFeedbackForm01

Form Questions:

{
  "name": "string",
  "email": "string",
  "feedback": "string",
  "rating": "number"
}

Observation:

"Feedback analysis complete. Sentiment: Positive."

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🛠️ Tips

1. Observation Control:

   • Manually set the observation to influence the AI’s next action. For instance:

     "Start a new workflow based on the form data."

2. Debugging:

   • Test form submissions to ensure that all variables are correctly passed to SmartFlow.

3. Result Accuracy:

   • If result calculation is enabled, ensure that AI logic in the form is correctly configured for accurate outcomes.