Actions and Working with Forms in the AI Assistant
What is this for?
The AI Assistant doesn't just reply with text — it can perform actions on your behalf: create form fields, change settings, and add elements. This guide explains how to use action buttons (chips), what happens when the AI returns structured data, and how to review results before saving.
Action Chips — Quick Commands from the AI
After you open the chat or during a dialogue, rounded suggestion buttons — chips — may appear above the message history. For example: "Create form", "Add Email field", "Set up payment option".
- What they are: Contextual shortcuts. The AI analyzes the page you're on and suggests the most relevant actions.
- How to use them: Simply click a chip. Its text is automatically sent to the chat as your message. The AI processes the command and responds or performs the action.
- Where they appear: In the ActionChips area — a horizontal scrollable row below the chat header, above the message history.
- Important: Chips don't disappear after clicking until the AI refreshes the list with new suggestions.
Tip: If you're not sure how to phrase your request, start by clicking a chip. It's the fastest way to get a result without typing anything.
How the AI Works with Forms (Draft-First Approach)
When you ask the AI to create or modify a form (for example, "add a phone field" or "make the email field required"), the AI does not change the form instantly. Instead, it sends structured data — a field draft — to your browser.
What happens behind the scenes (in simple terms):
- You type: "Add a phone number field."
- The AI replies with text: "Adding a phone field. Please review the data below."
- At the same time, the AI sends a FIELDS_RECEIVED event containing a set of field details (name, type, required status, and so on).
- The form interface (if you're on the editor page) receives this data and displays it as a preview / draft.
- You see the proposed new field and its settings. Nothing has been saved yet.
- You review it, make edits if you like, and then click the "Apply" or "Save" button in the form.
Why it works this way: This protects you from accidental changes. The AI might get the field type or name wrong — you'll see that before saving and can fix it.
AI Action Results
Some commands are executed entirely on the server side (for example, "create a new event", "delete a field", "generate a QR code"). In that case, the AI returns an action result (ACTION_RESULT).
What you'll see:
- A text message from the AI: "The 'Phone' field has been successfully added to the form."
- Possibly an updated set of chips with new suggestions.
- The changes are already applied in the form itself (if you're viewing it).
If something went wrong, the AI will write: "Could not complete the action: a field with this name already exists." — and suggest next steps.
Working with File Uploads
The chat supports file uploads (Excel .xls/.xlsx, up to 10 MB). Currently the file upload button is hidden in the interface, but the system supports it. When the feature becomes visible:
- Click the paperclip / attach icon next to the input field.
- Select a file on your computer.
- Type a message (for example, "Import participants from this file") and send it.
- The AI processes the file and reports the result.
Limitations: Only Excel files (.xls, .xlsx), maximum size 10 MB. If you exceed the limit, you'll see an error: "File size must not exceed 10 MB".
Reviewing Results Before Saving
When the AI proposes changes to a form (via the FIELDS_RECEIVED event), a preview panel or draft modal appears in the form editor.
What to check:
- Field names (are they clear to participants).
- Field types (text, email, phone, date, dropdown list, and so on).
- Required status (the "Required" checkbox).
- Order of fields in the form.
After reviewing, click "Apply" (or "Save" in the form editor). Until that moment, no changes reach the database.
Typical Use Cases
| Your Goal | How to Do It via the AI Assistant |
|---|---|
| Create a new registration form | Open the chat on the "Forms" page → click the "Create form" chip or type "Create a form for a conference" → review the draft → click "Apply". |
| Add a field to an existing form | Open the form editor → in the chat type "Add a field called 'Company', text type, required" → review the suggestion → save. |
| Change a field setting | In the chat: "Make the Email field optional" → the AI shows a draft with the checkbox unchecked → confirm. |
| Get advice on fields | Type: "What fields do I need for a medical conference?" — the AI provides a list of recommendations that you can add one by one through chips. |
| Quickly find a setting | Type: "Where do I enable card payments?" — the AI replies with text and may offer a chip to jump to the relevant section. |
Tips for Effective Use
- Be specific: "Add a field" is weak. "Add a required Email field called 'Work email'" is strong.
- Leverage context: If you're in the form editor, the AI knows which form you're editing. No need to repeat its name.
- Read the AI's full response: Sometimes the AI includes hints about which button to click next in its reply text.
- Don't be afraid to experiment: All AI changes are drafts. Nothing saves without your confirmation.
Important: When the AI provides structured data (form fields), they are never applied automatically. You always see a preview and must click "Apply" / "Save" in the editor. This is your guarantee of control.