Docs/Using Plugins/Chat Form

Chat Form

The Chat Form plugin turns structured data collection into a guided conversation. Instead of presenting users with a static form, the AI agent asks questions one by one and submits the collected answers as a structured record.

How It Works

When a user engages with the agent:

  1. The AI presents questions from the form, in sequence or all at once depending on your settings.
  2. The user provides answers in natural language.
  3. The AI validates each answer against the field's rules and data type.
  4. Once all required fields are collected, the AI optionally asks the user to confirm before submitting.
  5. Answers are saved as a submission record that you can view, filter, and export from the admin panel.

Key Features

FeatureDescription
Question types12 data types including text, number, date, rating, multiple choice, file upload, and more.
Conditional logicShow or hide questions based on answers to previous questions.
Validation rulesEnforce format and content rules per field using natural language instructions.
Confirmation stepOptionally require the user to review and confirm their answers before the form is saved.
Email notificationsSend a confirmation email to the submitter and alert emails to your team.
Version managementUpdate the form over time while keeping older submissions linked to the version they were collected under.
Submissions viewerBrowse, filter, and inspect every submission directly in the admin panel.
Data exportExport submissions as CSV, XLSX, JSON, or PDF with configurable columns and date filters.
AI-generated formsDescribe the form you need and let the AI generate the full question set.

Setup Flow

Follow these steps to configure the plugin:

  1. Build your questionnaire — add questions, set types, validation rules, and conditional logic.
  2. Configure form settings — control behavior, data retention, and email notifications.
  3. Configure the function tool — define how the AI invokes and presents the form.
  4. View submissions — browse and inspect collected responses.
  5. Export data — download submissions in your preferred format.
  6. Manage versions — update the form without losing historical data.

Prerequisites

Before creating a plugin instance:

  1. A list of the fields you need to collect and their expected data types.
  2. Any validation constraints (required fields, accepted formats, allowed values).
  3. A decision on whether to use conditional logic to skip irrelevant questions.
  4. A list of email recipients for admin notifications, if needed.
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