Click the links on the left for an introduction to the AI Form Builder and a detailed User Guide.
Tips for Success
- Test-submit before you tweak. The single biggest time-saver. End-to-end-validate the first draft (package created, success dialog, all name/value pairs visible) before iterating on copy or styling.
- Embed reference numbers in the URL —
/forms/<slug>/<reference>pre-fills the package label and flows through to any Dropzone connectors that key offpackageLabel. - Email and at least one file attachment are mandatory on every form. The assistant adds them automatically; you cannot remove them.
- Use a memorable URL slug — switch from the auto-generated UUID to something like
intake,kyc, orhelpdeskimmediately after saving. - Real-time input masks work for date (
MM/DD/YYYY) and phone (XXX-XXX-XXXX) when you specify the format in your prompt. - The chat is conversational — vague prompts like "make it more professional" or "use a brand color palette" usually produce reasonable results. You can always Keep Editing if you don't like the result.
- For elaborate designs, write a structured brief — palette, surfaces, accents, padding, radius. The assistant follows pixel-level directives well.
- The agent can't see your reference material. If you want to clone an existing form or mockup, have another LLM convert it into a prompt first, then paste that prompt into the assistant.
- Closing the chat with unsaved changes discards them. Confirm the dialog only if you really want to throw away your work.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| "Your dropzone is currently turned off. Please enable the dropzone to use the form builder." | Dropzone toggle is OFF | Profile/Dropzone page → toggle ON |
| Preview shows a red "NOTE: This form will not be available to external users until you save and set the status to LIVE." banner | Form Status is Draft | In Form Details, toggle Status to Live |
| External users cannot access the form | Same as above | Same as above |
| Action buttons (Save / Preview / Keep Editing / Discard) don't appear after a chat edit | The assistant didn't trigger a full regeneration | Say "show me the full HTML" in the chat window |
| Edits to a copied form don't update the original | Copy Form creates a separate form | Set the copy's URL slug to your target, then delete the original |
| Can't reuse a URL slug | Another form already owns it | Delete or rename the other form's slug first |
| Custom logo or background image isn't loading | The host blocks cross-origin embedding (CORS / hotlink protection) | Open the form in a browser and check the JavaScript console for the error; re-host the image somewhere that allows embedding (e.g., GitHub Pages, S3, your own CDN) |
| Connector isn't picking up case/reference numbers from package labels | URL path info wasn't supplied | Share the form URL as /forms/<slug>/<reference> instead of /forms/<slug> — path info pre-fills packageLabel. If it still doesn't work you may need to copy the form so that the AI agent regenerates the form with the correct logic. |
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