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📋 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

🔧 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.

🚀 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.

💡 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.

🔍 Example Configuration​

Form ID:

customerFeedbackForm01

Form Questions:

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

Observation:

"Feedback analysis complete. Sentiment: Positive."

🛠️ 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.