Form UI

[gmpetrov]

-> To make forms more reliable we're going to build a more traditional form experience

Re-use current form editor

4 vertical tabs

• 1- Main Informations
  
• 2- Fields

  • email (✅)

  • phone number (✅)

  • text (✅)

  • text area (✅)

  • select (✅)

  • file upload (✅)

  • multi choice select

  • checkbox

  • date

  • number

-> Add ability to re-order fields

• 3- End Screens
  • keep end screen config + add a field for displaying a message at the end (success message)
• 4- Webhooks

Agent Tool Integtation

How to hook it up with the agent form tool ? 🤔
-> tool form call when form must be shown
-> add metadata to the message (see http tool approvals)
-> show form
-> after submit find the right way to update conversation history to show that a form as been filled

[gmpetrov]

2nd round

Problems

• How to handle ui forms on other channels than web (e.g whatsapp)?

Solution

• Access the form via an URL
• In order link a form to a conversation, possiblity to pass a conversationId to the form URL
• When form is linked to an agent (via form tool)
  • triggers
    • By Agent
    • At beginning of form
    • After N Form
  • Adapt form tool to be triggered when for need to be shown
  • First implementation → When tool form is called → Send back an url to the form
    • When form is submitted → create a new message in conversation to inform user + agent that form has been successfully submitted
• Then after the link implementation, add optimization for web components to show form directly in conversation
• ? Add other triggers (Show form at beginning of conversation or after 1 message)
• Finally migrate lead form to ui form

Open question?

• Where to put form tool description
  • → In tool form setting?
  • → In system prompt?
  • → Both?

[OdapX]

Form X Agent -> Tool.config

[OdapX]

Migrate Lead Capture Or rather delete it (after we onboard all users to the new form ui)?
seems like it's just a debt

[gmpetrov]

Merged #94d31ce

Todo

• Select dropdown styles fix
  • 
• Font issue
  • 

D&d

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