When creating a new form template, you can select either 'New blank template' or 'Generate using AI':
The AI Assistant will ask for a description of the template you are looking to create, including the elements and groups that should make up each page. You have 2000 characters with which to describe your template. Click 'Create Template' when you are ready:
Note: AI is not perfect, nor is it a Financial Advisor. Please always review the AI Assistant's creations for accuracy.
AI is aware of the pre-built Dataset and, when working on a prompt, will do what it can to connect your template elements to the Dataset.
AI will process your template request, which you will have the option to cancel. Once created, you can click 'Open Template' to review:
Once created, you can use the Template Editor to customize the template further without AI, or click the AI icon on existing Elements, Groups, or Pages to request further changes.
If you add a new Page, Group, or Element (A) to your template or update/edit them (E), you can also use AI to do it:
Keywords: Template Creation, AI, AI Assistant, Template Design