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Add Form -> Create Form

From the Add Form button click the `Create Form

Add Form - Create Form

🛠️ Step 1: Create Form Properties​

Fill out the form property dialog with the required information:

dialog for creating or editing the properties

Required Fields​

  • Name: Enter a descriptive name for your form (e.g., "Contact Us", "Newsletter Signup")
  • Description: This is one of the most important fields for the AI assistant to understand when to trigger this form

Description Field - Critical for AI Understanding​

The Description field tells the AI assistant when and how to use this form. Write clear, natural language descriptions that include:

  • The purpose of the form
  • Common phrases users might say to trigger it
  • Use cases and scenarios

Example:

Call this form function whenever the user wants to contact the hotel
or sign up for the hotel newsletter or uses phrases like:

"Contact the hotel"
"Sign up for the hotel newsletter"
"How can I get in touch with the hotel?"
"I want to receive updates and offers"
"Subscribe me to the hotel's mailing list"

Options​

Configure the form's behavior by selecting the appropriate options:

  • Save Form Data: Store form submissions in the ai12z platform
  • Send Email: Send an email notification when the form is submitted
  • Call API: Trigger an external API endpoint with the form data

Generate Description Button​

After you create your form and it appears in the form list, you can edit the properties by selecting Actions → Edit Properties. In the edit dialog, you'll find a Generate Description button that uses AI to enhance and expand your existing description based on the form name and current description.

form description button

This AI-powered feature helps you create more comprehensive descriptions that improve the assistant's ability to understand when to present the form to users.

List of submissions​

List of submissions list of submissions

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