AI Features

FluidForms is built from the ground up with Artificial Intelligence at its core. Unlike traditional form builders where AI is an afterthought, FluidForms uses AI to fundamentally change how you build forms and how users interact with them.

AI Interaction Modes

FluidForms offers two unique AI-driven interaction modes that go beyond standard static forms.

AI Interview Mode

In Interview Mode, the form acts as an intelligent agent that conducts a conversation with the user. Instead of presenting a rigid list of questions, the AI asks follow-up questions to probe for deeper insights, just like a human interviewer would.

How it Works

1. Add an Interview Section: In the editor, add a new section and set its mode to "Interview".
2. Define the Context: This is the most critical step. You must add a Context Block to the section. This block tells the AI who it is, what its goal is, and what information it needs to gather.
   • Example: "You are an expert medical intake specialist. Your goal is to understand the patient's symptoms in detail. Be empathetic but professional."
3. Define the Schema: Add the fields you want the AI to populate (e.g., "Symptoms", "Duration", "Severity"). The user won't see these fields directly; the AI will ask questions to fill them in the background.

Best Practices

• Be Specific in Context: The better you describe the AI's persona and goal, the better the interview.
• Use Hidden Fields: Since the AI fills the fields, you often want to hide them from the user to keep the interface clean.

AI Autofill Mode

Autofill Mode is designed for extracting structured data from unstructured text or uploaded files. It's perfect for use cases like resume parsing, processing email bodies, digitizing paper documents, analyzing uploaded images and PDFs, and preparing structured data for integration with other systems via webhooks.

How it Works

1. Add an Autofill Section: Set the section mode to "Autofill".
2. Input Source: The section typically starts with a large text area or file upload field where the user provides the source material.
3. Extraction Schema: Define the fields you want to extract (e.g., "Candidate Name", "Education", "Skills").
4. Automatic Processing: When the user submits the text or uploads files, the AI analyzes it and automatically populates the fields.
5. Connect & Automate: Use webhooks to send the structured data to your CRM, ATS, database, or other systems. Connect to Zapier, Make, or n8n to trigger multi-step workflows automatically.

File Upload with AI Processing

File Upload fields can be used before Autofill sections to automatically extract data from documents:

• Resumes/CVs: Upload PDF or Word documents, AI extracts candidate information, work history, education, and skills - then sync to your ATS via webhooks
• Medical Records: Upload health documents, AI identifies medications, allergies, and medical history - then sync to EHR systems
• Invoices: Upload invoice PDFs, AI extracts vendor details, amounts, and line items - then send to accounting software
• Forms: Upload scanned or PDF forms, AI digitizes the data into structured fields - then trigger workflows
• Images: Upload photos or scans, AI analyzes visual content and extracts relevant information - then route appropriately

The AI processes files intelligently, understanding context and extracting the most relevant information for your form fields. Combined with webhooks and integrations, this enables end-to-end automation from document upload to data entry in your business systems.

AI Form Creation

Building forms can be tedious. FluidForms provides AI tools to speed up the process.

Create with AI

When creating a new form, you can simply describe what you need in plain English.

• Prompt: "Create a job application form for a Senior Software Engineer role. Include sections for personal info, experience, and a coding challenge."
• Result: FluidForms generates the complete form structure, including appropriate field types and sections.

Import from URL

You can point FluidForms to an existing web page (like a PDF form or a competitor's form), and the AI will analyze it to recreate the structure in FluidForms.

AI Chat Editor (Copilot)

While editing a form, you have an AI Copilot always available to help you make changes.

How to Use

Click the Ask AI to Edit button (robot icon) in the bottom right of the editor.

Capabilities

• Bulk Edits: "Make all fields in this section required."
• Content Generation: "Write a professional introduction for the welcome screen."
• Logic Setup: "If the user selects 'Other', show a text field to specify."
• Refactoring: "Move the contact fields to a separate section."

The Chat Editor understands the context of your form and can manipulate the blocks directly, saving you from manual clicking and dragging.