AI YataForms

AI-Powered Form Generation with Context Intelligence

Create intelligent forms using our 4-step wizard: select category, define problem, add context from websites/knowledge bases/personas, and generate. AI-powered form generation, document analysis, webhook integration, and custom templates.

4-Step AI Wizard
Category
Problem
Context
Generate

YataForms Generation Process

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4-Step AI Form Generation Wizard

From problem definition to intelligent form creation, our wizard transforms your research needs into targeted surveys with context intelligence.

The Complete Process:

  1. Step 1 - Category Selection: Choose from Customer Feedback, Employee Feedback, Market Research, Product Feedback, and more specialized categories
  2. Step 2 - Problem Statement: Select from curated research objectives or define custom problems ("Understanding customer satisfaction drivers")
  3. Step 3 - Context Sources: Enhance generation with:
    • Website URL: Scrape and analyze any website for context
    • Knowledge Bases: Pull from your document libraries (DOCUMENT001 types)
    • Persona Collections: Target specific user segments
    • Manual Context: Add custom requirements and specifications
  4. Step 4 - Generate & Edit: AI creates intelligent forms, then customize with SurveyJS Creator's visual editor
Output: Professional forms with 8-12 questions, conditional logic, and project assignment

Multiple Form Types & Integration

Four distinct form types to handle different research scenarios, from AI generation to custom workflows.

Form Types Available:

  • MAGIC Forms: AI-generated from context with intelligent question creation
  • DOCUMENT Analysis: Forms for knowledge base queries and document feedback
  • WEBHOOK Forms: Real-time integration with external systems and APIs
  • SPELLBOOK Templates: Custom reusable form templates for specific workflows
Example: MAGIC form for customer feedback → AI analyzes your website → Generates targeted questions about user experience, pain points, and feature requests.
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SurveyJS Creator Integration

Professional form building powered by SurveyJS Creator with advanced theming and customization capabilities.

Creator Features:

  • Visual Designer: Drag-and-drop interface for form creation and editing
  • 20+ Question Types: Text, multiple choice, matrix, rating, file upload, and more
  • Theme System: Layered, contrast, borderless, and custom themes
  • Advanced Logic: Conditional visibility, skip logic, and validation rules
  • Mobile Responsive: Optimized experience across all devices
Layered
Contrast
Borderless

Research Categories & Problem Statements

Curated research objectives across multiple domains with intelligent form generation

🎯 Customer Feedback

Product satisfaction, service quality, user experience, feature requests

👥 Employee Feedback

Team satisfaction, work environment, leadership effectiveness, training needs

📈 Market Research

Brand awareness, competitor analysis, market opportunities, price sensitivity

🛠️ Product Feedback

Feature validation, usability testing, concept testing, product-market fit

🎓 Academic Research

Survey methodology, data collection, behavioral studies, longitudinal research

📅 Event Feedback

Event satisfaction, speaker evaluation, logistics feedback, future planning

💼 B2B Research

Vendor satisfaction, business needs analysis, procurement feedback, partnership evaluation

🔧 Custom Categories

Define your own research categories with manual context and problem statements

Form Library Management

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Centralized Library

All your forms organized in one place with status tracking (Active/Draft/Completed)

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Project Assignment

Organize forms into projects for better tracking and team collaboration

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Response Tracking

Monitor response counts, completion rates, and form performance at a glance

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Easy Editing

Quick access to form editing with the SurveyJS Creator integration

Analytics Dashboard

Real-Time Insights

Live response tracking with instant visualizations and completion metrics

AI Response Analysis

Intelligent analysis of open-text responses with sentiment detection and theme identification

Export Options

Download data in CSV, Excel formats, or generate PDF reports for sharing

Model Dashboard

Navigate to /model-dash/[surveyId]/ for comprehensive analytics and insights

Getting Started with AI YataForms

Navigate the Yatabase interface to create your first intelligent form

1

Access the Form Creation Wizard

From your dashboard, click "Get Started" (prominent red button) or "New Knowledge Solution" to launch the 4-step wizard. Access your form library via "YataForm Library" in the left sidebar navigation.

Path: Dashboard → "Get Started" → Category → Problem → Context → Generate
2

Configure Your Form Generation

Select research category (Customer Feedback, Market Research, etc.), choose problem statement, and add context from websites, knowledge bases, personas, or manual input. The AI uses this to generate targeted questions.

Context Sources: URL scraping, document libraries, persona collections, manual specifications
3

Review & Customize Generated Forms

The AI generates 8-12 intelligent questions. Use the integrated SurveyJS Creator to customize, add logic, modify themes, and assign to projects. Access analytics via the "View" button on form cards.

Features: Visual editor, conditional logic, project assignment, real-time analytics at /model-dash/[surveyId]/

Advanced YataForms Features

🔄 WEBHOOK Form Type

Real-time integration with external systems. Automatically send response data to your APIs, trigger workflows, and connect to third-party services.

Real-time API External Systems Workflow Automation

🎯 Context-Driven Generation

Intelligent form creation using website analysis, knowledge base documents, and persona collections for highly targeted questions.

Website Scraping Document Analysis Persona Targeting

📋 SPELLBOOK Templates

Create reusable form templates for recurring research needs. Build once, deploy multiple times with consistent structure.

Reusable Templates Consistent Structure Efficiency

📊 DOCUMENT Analysis Forms

Generate forms specifically for analyzing knowledge base content, document feedback, and information gathering from document libraries.

Document Libraries Content Analysis Knowledge Mining

Start Creating Intelligent Forms

Experience the power of context-driven AI form generation. From MAGIC forms to WEBHOOK integration, create the perfect survey for your research needs.