Sharing & Templates

📋 Assigning Forms to Cases

There are a few ways to give a form to a case:

✋ Manually

1. Open a case
2. Go to the Tasks tab
3. Click Add Form
4. Pick the form you want to assign

🤖 Automatically via Case Type

Set a default form for a case type, and it'll be added automatically whenever a new case of that type is created:

1. Go to Settings → Case Types
2. Select a case type
3. Set the Default Form
4. All new cases of this type get the form right away!

📣 Via Campaigns

When you run a campaign, you can attach a form. Clients who respond will have the form added to their case.

⚡ Via Automations

Trigger form assignments with automations:

• Case created → Assign the intake form
• Status changed to "Active" → Assign the treatment form
• Task completed → Assign the next form

🔗 Sharing Forms with Clients

Once a form is assigned to a case, you can share it with the client:

📤 Sharing Options

1. Open the case
2. Go to Tasks
3. Click Share Form Link
4. Pick how to send it:

🔒 Form Link Features

🌐 Public Form Links

Create forms that anyone can access — great for your website!

✨ Public Form Features

🛠️ Setting Up Public Forms

1. Open the form
2. Click Public Link
3. Turn on public access
4. Copy the URL
5. Put it on your website or share it

📊 Tracking Completion

Keep an eye on how forms are going:

📋 On a Case

The case's Tasks tab shows:

📈 Form Statistics

See how a form is doing across all cases:

1. Go to Settings → Forms
2. Click on a form
3. Check the Stats tab

📄 Form Templates

Save time by using ready-made templates!

🏗️ Preset Templates

Kayse AI comes with forms already built for common situations:

🎨 Custom Templates

Save your own forms as templates:

1. Build your form with all the sections and tasks you want
2. Click Save as Template
3. Use the template whenever you make new forms

📋 Duplicating Forms

Make a copy of a form you already have:

1. Open the form
2. Click the three-dot menu (⋮)
3. Select Duplicate
4. Change whatever you need on the copy

🕰️ Form Versioning

Keep track of changes to forms over time:

🤖 AI-Powered Features

📄 Task Extraction

Pull tasks from documents automatically:

1. Upload a document (PDF, Word)
2. AI finds all the questions and fields
3. Tasks are created automatically
4. You just review and tweak them

💡 Smart Suggestions

AI suggests tasks based on:

• The case type
• Your industry
• Common questions people ask
• Forms you've used before

🗣️ Integration with AI Agents

Forms can work with AI voice agents!

🎤 Form-Based Agents

1. Create a form with the info you want to collect
2. Link it to an AI agent
3. The AI builds its script from the form tasks
4. Calls collect the form data through conversation

📞 Call-to-Form Data

Info gathered during AI calls can automatically fill in form tasks. Pretty cool, right? ✨

💡 Best Practices

• Keep forms focused — Don't try to collect everything at once
• Use clear section names — Help clients understand what you need
• Add descriptions — Explain why you're asking for certain info
• Use conditional logic — Hide questions that don't apply
• Test your forms — Fill it out yourself to see how it feels
• Think mobile-first — Most clients will use their phone 📱
• Start easy — Put simple questions first, harder ones later
• Save progress — Turn on auto-save for long forms
• Clear error messages — Help people fix mistakes
• Confirmation page — Show a "you're done!" message at the end