🔡Creating Custom Forms

Seamlessly integrate, create, and manage dynamic forms with features like PDF referencing, digital signatures, and versatile input options for efficient data collection and processing.

How to Find Custom Form Integration

• Go to Edit Agent.

• Select Integrations.

• Choose Custom Form.

• Turn on the toggle.

Managing Forms

• Create a new form or select an existing one.

• Use the toggle to turn on and off forms as active or inactive

Features

Reference PDF

• Attach a PDF with name fields.

• Saves form data to the PDF and map name fields to the Form.

• Users filling out form will be mapped to the PDF document which is Ideal for government forms.

Sign Pad

• Enable users to sign documents using their mouse.

• Assign digital signatures to PDF references using the input name mapping.

Digital Signature Pad

Upload

• Allows uploading of passports, files, images, and more.

Uploading Files such as Passports

Form Options

• Multiple choice

• Drop down

• Checkbox

• Short text

• Paragraph

• Date

• Time

• Signature Pad

Creating a Form

1. Access Integration: Go to Edit Agent > Integrations > Custom Form.

2. Turn on Toggle: Activate the integration.

3. Create or Select Form: Start a new form or pick an existing one.

4. Add Features: Choose Reference PDF, Sign Pad, Upload, and desired form options.

Associating the Form with Your Agent

• Use the @form command in the Objectives section of your prompt or when chatting with an AI Agent.

• Use any keyword or the @form command in chat to view a preview.

Form Triggers

• Assign keyword triggers to display the form when asked by a user.

Define keywords to be used for the agent to call the form

Preview

• Preview in the Form Editor.