GenAI Secret Sauce for Chat-Based Forms

Jasmine Robinson
5 min readJan 24, 2025

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The future of information gathering is here, and it’s a conversational, chat-based experience.

Imagine a world where you never have to fill out another tedious form again. No more lengthy job applications, support requests, generic feedback forms, or mind-numbing surveys. Soon, collecting insights, measuring satisfaction, processing applications, and gathering opinions will all happen seamlessly through intelligent chat prompts.

A Real-World Example

Traditional forms are a relic of the past. They’re impersonal, static, and often lead to incomplete or low-quality responses. Conversational AI, however, transforms this process into a dynamic and engaging experience. Think of it as having a friendly, intelligent assistant guiding users through the information-gathering process, one tailored question at a time.

The Power of Dynamic Interaction

Consider the typical open-ended question: “What could we do to improve future events?” A static form leaves you at the mercy of vague or unhelpful responses. But with a conversational approach, you can instantly probe deeper. If someone answers with a general statement like “Better organization,” the AI can follow up with: “Could you elaborate on what aspects of the organization could be improved?” or “What specifically caused frustration during the event?”. This dynamic interaction ensures you gather specific, actionable feedback without the need for delayed follow-ups. This real-time validation and follow-up capability is a game-changer, ensuring you get the precise information needed to make meaningful improvements.

Endless Use Cases

The potential applications of this technology are vast and transformative. Consider some examples:

  • Job Applications: Instead of a lengthy application form, imagine a chatbot that guides candidates through their qualifications, experience, and aspirations. It can even assess personality traits and cultural fit through conversational cues.
  • Customer Support: Say goodbye to frustrating support tickets. A chatbot can diagnose problems, offer solutions, and escalate complex issues to human agents, all through a natural conversation.
  • Event Registration: Streamline event sign-ups with a chatbot that collects attendee information, dietary preferences, and any special needs, all while providing event details and answering questions.
  • Market Research Surveys: Forget static surveys with limited response options. Conversational AI can conduct dynamic market research, probing deeper into respondent opinions and uncovering nuanced insights.
  • Loan or Credit Card Applications: Simplify the application process with a chatbot that gathers financial information, verifies identity, and assesses creditworthiness in a secure and user-friendly manner.
  • Feedback Forms: Whether it’s for a product, service, or event, conversational feedback allows for real-time follow-up questions, ensuring you capture the most valuable insights.
  • Employee Onboarding: New hires can be guided through the onboarding process by a friendly chatbot, providing them with essential information, collecting necessary documents, and addressing any initial concerns.
  • Rental Applications: Streamline the rental application process by using a chatbot to gather applicant details, perform background checks, and verify income, making it faster and more efficient for both landlords and tenants.
  • Course Enrollment and Educational Quizzes: From collecting student information and processing payments to conducting dynamic quizzes that adapt to a student’s learning pace, conversational AI can revolutionize education.
  • Healthcare Forms: From patient intake to scheduling appointments and answering general health questions, chatbots can simplify and improve the patient experience.

The Challenge

The chatbot landscape is booming, but a critical gap remains. While many platforms facilitate engaging conversations, they often fail to capture user responses in a structured, analyzable format. You can engage someone in a rich dialogue using tools like ChatGPT, crafting the perfect questions. But the crucial question remains: how do you extract those valuable insights and store them in a way that allows for meaningful analysis?

Example ChatGPT Prompt for a survey:
https://chat.openai.com/?q=In%20the%20future%20your%20survey%20is%20actually%20going%20to%20be%20a%20prompt%3A%20Please%20ask%20users%20the%20following%20questions%20for%20the%20Event%20Feedback%20Survey.%20Begin%20with%20thanking%20them%20for%20attending%20and%20telling%20them%20your%20feedback%20is%20valuable%20to%20help%20us%20improve%20future%20events.%20Only%20ask%20them%20one%20question%20at%20a%20time.%20Start%20with%20the%20first%20question%3A%20How%20satisfied%20were%20you%20with%20the%20event%20overall%3F%20%28Please%20select%20a%20number%20from%201%20to%205%29%0A1%20%3D%20Very%20Dissatisfied%0A2%20%3D%20Dissatisfied%0A3%20%3D%20Neutral%0A4%20%3D%20Satisfied%0A5%20%3D%20Very%20Satisfied%0AIf%20they%20answer%20neutral%20or%20lower%20please%20ask%20them%20follow-up%20questions%20to%20find%20out%20why.%20The%20second%20question%20is%3A%20On%

Introducing FormChat

To demonstrate the power of conversational feedback, I’ve developed FormChat, a proof-of-concept web application that bridges this gap. I am sharing the source code with everyone for free to learn and apply to their own projects.

Built with React and Node.js, FormChat offers a glimpse into the future of data collection:

  • Natural Conversations: Reimagine forms as friendly chats where AI provides helpful suggestions along the way.
  • AI-Powered Validation: Behind-the-scenes validation rules work seamlessly, ensuring you collect precisely the data you need, formatted correctly, every time.
  • Effortless Export: All conversation data is neatly organized and readily exportable in CSV format, ready for analysis and integration into your workflows.

The full source code and installation instructions are in a public GitHub repo.

GitHub Repository:

GitHub — jazmy/formchat

Screenshots

Creating a New Form

Create customized forms with a title, description, and starter prompt to set the context for your form.

Adding Questions

Easily add questions to your form with validation criteria and variable names for data collection.

Interactive Chat Interface

The chat interface provides a natural, conversational experience for users filling out forms.

Response Management

View and analyze form responses with a clean, organized interface.

Admin Settings

Configure application settings including OpenAI API key and model parameters through an intuitive admin interface.

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Jasmine Robinson
Jasmine Robinson

Written by Jasmine Robinson

Eternal Optimist | Senior Technical Program Manager - http://jazmy.com

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