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Forms

Forms are dynamic, multi-step data collection tools that can be integrated with AI agents and embedded on websites. They provide flexible form building with conditional logic and advanced validation.

What are Forms?​

Forms provide:

  • 📝 Dynamic Form Builder: Create multi-step forms with various field types
  • 🔄 Conditional Logic: Show/hide fields based on user responses
  • 🤖 Agent Integration: Connect forms with AI agents
  • 🌐 Website Embedding: Embed forms on your website
  • 📊 Submission Tracking: Monitor form submissions and responses
  • 🏷️ Tagging System: Organize forms with custom tags

Key Features​

1. Form Building​

  • Multiple Field Types: Text, email, phone, number, date, file upload, etc.
  • Multi-Step Forms: Break complex forms into manageable steps
  • Conditional Logic: Show fields based on previous answers
  • Validation Rules: Custom validation for each field
  • Default Values: Pre-populate fields with default data

2. Field Types​

  • Text Fields: Single-line text input
  • Textarea: Multi-line text input
  • Email: Email validation
  • Phone: Phone number formatting
  • Number: Numeric input with validation
  • Currency: Money input with formatting
  • Date: Date picker
  • File Upload: File attachment
  • Multiple Choice: Single or multiple selection
  • Rating: Star or scale ratings
  • Checkbox: Boolean input

3. Form Logic​

  • Step Flow: Control progression through form steps
  • Conditional Fields: Show/hide based on responses
  • Validation Rules: Custom validation patterns
  • Required Fields: Mark fields as mandatory
  • Field Dependencies: Link fields together

4. Integration & Sharing​

  • Agent Connection: Link forms with AI agents
  • Share Links: Create public form links
  • Website Embedding: Embed forms on websites
  • API Access: Programmatic form submission
  • Submission Management: Track and manage responses

How to Use Forms​

Creating a Form​

  1. Go to Forms section
  2. Click "Add Form"
  3. Enter form title and description
  4. Choose form structure (single-step or multi-step)
  5. Save as draft

Building Form Steps​

  1. Open form editor
  2. Add form steps
  3. Configure step order and flow
  4. Set step titles and descriptions
  5. Add conditional logic between steps

Adding Form Fields​

  1. Go to form step editor
  2. Click "Add Question"
  3. Choose field type
  4. Set field properties (label, validation, etc.)
  5. Configure field behavior

Setting Up Logic​

  1. Go to form rules section
  2. Create conditional rules
  3. Set field dependencies
  4. Configure step flow
  5. Test form logic

Publishing Forms​

  1. Review form structure and logic
  2. Test form functionality
  3. Click "Publish" to make live
  4. Generate share link or embed code
  5. Monitor form submissions

Form Interface​

Form List View​

  • Form Table: View all your forms
  • Status Indicators: See draft/published states
  • Submission Counts: Track form responses
  • Tag Management: Organize with custom tags
  • Quick Actions: Edit, publish, share options

Form Builder​

  • Step Editor: Create and manage form steps
  • Field Library: Drag-and-drop field types
  • Logic Builder: Set up conditional rules
  • Preview Mode: Test form functionality
  • Validation Setup: Configure field validation

Submission Management​

  • Response Viewer: View form submissions
  • Data Export: Download submission data
  • Analytics: Track form performance
  • Response Management: Handle form data

Getting Started​

  1. Create Your First Form: Add basic form with title and description
  2. Add Form Fields: Choose appropriate field types for your needs
  3. Set Up Logic: Configure conditional rules and validation
  4. Test Form: Use preview to test form functionality
  5. Publish and Share: Make form live and share with users

Forms help you collect structured data from users while providing a smooth, intelligent experience that can be integrated with your AI agents and other ek-hub features.

  • AI Agents - Connect forms with intelligent responses
  • Contacts - Manage form submissions and user data
  • Smart Docs - Share documents through form integrations