Help · Building a form

Conversational forms: answers by chatting

People answer the form in a chat instead of boxes: your questions in your words, every answer checked.

Set a form to be a conversation and the people answering it chat instead of filling in boxes. They see your questions one at a time, in your own words, and can answer the way they'd speak: "I'm Sarah, sarah@example.com" fills in two questions at once, and "three of us" becomes 3. Choices, ratings, scales, dates and consent are buttons to tap. Before anything is sent they see every answer and can change any of them, then press Send my answers.

Turn it on

In the builder, open Design and pick A conversation under Layout, at the top (the Share tab offers it too). The note under it says how many of the month's conversations the workspace has used. Save, and the form's link opens as a chat. The person can always switch with Use the form instead, and nothing they've said is lost: the form opens with their answers filled in.

What the AI does, and doesn't

The AI only reads what people type and works out which of your questions it answers. It doesn't ask the questions, write them or decide what comes next: your questions, your conditions and your checks do that, exactly as on the form. Every answer goes through the same checks as a typed one: an email that isn't one is asked for again. If someone asks something ("where is it on?"), it answers only from your form's title, description and help texts, and otherwise says the organiser can tell them.

What the person types goes to Anthropic's Claude, through Yohanun, the platform we build on. They're told so at the top of the chat, with the link to the ordinary form. Nothing is used to train a model and the chat itself isn't kept: only the answers they send, like any response. Don't use it for health or other sensitive details unless you're sure that's allowed for you.

What a conversation can ask

Short answers, paragraphs, email, phone, number, amount, link, date, time, multiple choice, checkboxes, dropdowns, ratings, scales, NPS and consent, with headings and text said along the way. Calculations and payments work as on the form. An address, a file, a signature, a grid, a ranking or a repeating group can't be asked in a chat yet: a form with one shows as the ordinary form, and the builder says so.

How many

A conversation counts once it reaches its second question, so someone who opens it and leaves costs nothing. Past the month's number, the form shows as the ordinary form until the next month: nobody is turned away. If the AI is ever unavailable, the same happens, with the answers given so far filled in.

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