AI Form Builder

Serene's AI Form Builder helps you create custom forms effortlessly using a conversational, text-based interface. Instead of manually designing forms field by field, simply describe what you need, and the AI will build it for you.

How It Works

The AI Form Builder uses a chat interface alongside a live form preview. As you describe changes or request modifications, the AI updates the form in real-time, allowing you to see exactly how your form looks and functions.

Interface Layout

• Left Panel: Live preview of your form as you build it
• Right Panel: Chat interface for giving instructions to the AI
• Quick Prompts: Pre-made suggestions you can click to modify your form
• Text Input: Custom instructions for specific modifications

Getting Started

Once you enter the form builder, you'll see a live preview of your form on the left and a chat interface on the right. You can start building your form immediately by describing what you need using natural language.

Making Changes with Chat

Quick Prompts

The AI Form Builder provides quick-access prompts for common modifications:

• Add a section - Insert a new section into your form
• Remove a section - Delete an existing section
• Move a section - Reorder sections within your form
• Redesign the form - Restructure the entire form layout
• Add required validation - Make fields mandatory
• Group related fields - Organize fields into logical groups
• Add dropdown options - Create dropdown menus with custom options
• Change field types - Convert fields between different input types

Simply click any quick prompt to execute that action immediately.

Custom Instructions

For more specific modifications, use the text input field to describe exactly what you want. The AI understands natural language instructions.

Examples of Custom Instructions

Adding Specific Sections:

"Add a section to capture medical history"
"Add emergency contact fields after personal details"
"Include a section for insurance information"

Moving Elements:

"Move the Personal Details section to the top"
"Place the consent form at the end"
"Reorder sections: contact info first, then demographics"

Modifying Fields:

"Make the phone number field optional"
"Add a dropdown for preferred contact method with options: email, phone, text"
"Change the address to a multi-line text field"
"Add validation to ensure email format is correct"

Adding Complex Elements:

"Add a rating scale from 1-10 for anxiety levels"
"Include a yes/no question about previous therapy"
"Add checkboxes for symptoms: anxiety, depression, stress, other"

Removing or Hiding Content:

"Remove the fax number field"
"Delete the entire insurance section"
"Hide the emergency contact if the client is over 18"

Conversational Workflow

The AI Form Builder maintains conversation context, allowing you to make iterative changes:

1. You: "Add a section for mental health history"
2. AI: Adds section - "I've added a Mental Health History section with fields for previous diagnoses and treatment."
3. You: "Move that section before the emergency contact"
4. AI: Reorders sections - "Mental Health History section moved above Emergency Contact."
5. You: "Add a dropdown for previous diagnoses"
6. AI: Adds dropdown - "Added a dropdown with common mental health diagnoses."

Tips for Best Results

Be Specific

Instead of: "Add some fields" Use: "Add fields for client's occupation and employer name"

Reference Existing Elements

"Move the consent section to the bottom" "Make the email field in the contact section required"

Request Multiple Changes at Once

"Add a section for therapy preferences with dropdown for session frequency (weekly, bi-weekly, monthly) and checkboxes for modality preferences"

Use Field Type Language

• "Add a text field" - Single-line text input
• "Add a multi-line text area" - Larger text input
• "Add a dropdown" - Selection from options
• "Add checkboxes" - Multiple selections
• "Add radio buttons" - Single selection from options
• "Add a date picker" - Date selection
• "Add a rating scale" - Numeric rating input

Real-Time Updates

Every modification you request is processed immediately:

1. You send an instruction via chat or quick prompt
2. The AI analyzes your request in context of the current form
3. The form preview updates to reflect your changes
4. The AI provides an explanation of what was changed

The conversation history remains visible, allowing you to track all modifications and request adjustments if needed.

Form Preview

The live preview shows your form exactly as clients will see it, including:

• All fields and sections in proper order
• Field validation requirements
• Dropdown options and selections
• Required field indicators
• Form layout and structure

You can interact with the preview to test how the form works, though responses aren't saved during the building process.

Best Practices

Start Broad, Then Refine

1. Begin by describing the overall structure you need
2. Review what the AI creates
3. Request specific modifications to match your needs
4. Fine-tune field types and validations

Use Sections to Organize

Group related fields into named sections for better organization:

• "Create a Demographics section with age, gender, and ethnicity fields"
• "Add a Contact Preferences section"

Think About Flow

Consider the client's experience when ordering sections:

1. Basic contact information first
2. Demographics and background
3. Detailed history or assessments
4. Consent and agreements last

Test as You Build

Look at the live preview after each change to ensure the form looks and functions as intended.

Next Steps

After building your form with the AI Form Builder, you can:

• Preview the complete form to test the client experience
• Configure form settings and assign to services
• Publish the form to make it available to clients

The AI Form Builder is designed to make form creation fast and intuitive, letting you focus on gathering the right information rather than technical form design.