AI Form Composer

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Form Composer is an AI-powered feature that allows you to build and modify forms using text prompts and file uploads. Form Composer allows you to quickly and easily build simple or complicated forms and make large-scale changes to your form.

Important Note:

If you’re interested in AI Form Composer, please reach out to your Account Manager.


Account Setup

Once Form Composer has been enabled for your account, you will need an Account Owner or a Team Member with the Roles: Manager permission to navigate to the Account screen to complete the AI Consent.

Feature flags section showing Build Mode enabled for knowledge management and production.

Note:

Once Build Mode is enabled for an environment, it is enabled for all Team Members who have access to that environment.


Using Form Composer

Form Composer can be used to create new forms or modify existing forms in your account.

  1. Sign in to your site

  2. Create a new form or edit an existing form

  3. On a new form, select the Build with Sage AI option
    The Build with AI button on the Builder tab of a form.

    Note:

    If you are editing an existing form in an environment where Form Composer is enabled, the Sage AI button will appear in the top right-hand corner of the screen.
    User interface showing the Open Sage button in CP-Tech Support dashboard.

  4. Clicking this will open the Sage AI dialogue, allowing you to start building your form. You can either type a prompt describing the form you want to create or upload a file of the form and provide instructions for how you would like to use it.
    Sage interface displaying a welcome message and user input options for assistance.

  5. When given a prompt, the AI will follow the process below:

    1. Thought Process: The AI will say "Let me think...". You can see the reasoning by clicking the lightbulb icon.
      Feedback prompt in Form Composer with a loading indicator.

      The form composer thought process for creating a contact form with various input elements listed.

    2. Actions: The AI will outline the actions it took to create your form.
      A plan for creating a standard contact form with required fields listed.

    3. Build: Form Composer will build each of the elements and pages out in front of you so you can see the progress.
      A pet license form with required fields for user information and a completion message.

  6. Edit the form as needed and click Save
    The Save button in the top right corner of the form Builder tab.


Frequently Asked Questions


Is Form Composer a paid feature?

Yes, please contact your Account Manager for pricing information.

Does Form Composer data still meet data sovereignty needs?

Form Composer uses AI functionality hosted within the existing Tenants AWS account and region.

What AI Model is Form Composer using?

Form Composer is currently using Claude Sonnet, all hosted on AWS Bedrock.

What file types are supported in Form Composer?

Form Composer currently supports uploading up to 5 PDF, PNG, or JPEG files.