The AI Assistant step allows you to trigger AI-powered logic directly within a form action.
By adding this step to a form action flow, you can send form data, user inputs, and uploaded files to the AI assistant, receive intelligent responses, and store the results for further use in the form or subsequent actions.
This step supports multiple AI interaction modes and is commonly used for document review, image analysis, content summarization, and calling predefined AI Agents during form processing.
Where to add this step
To add an AI Assistant step to a form action:
Open your form in Form Designer
Go to Form Actions
Click Add a step
Select AI assistant
The AI Assistant step will be added to the current form action flow and executed based on the configured conditions.
Common configuration fields
The AI Assistant step follows the same execution logic as other form action steps and includes the following common fields:
Defines whether the AI Assistant step should be executed.
If the condition evaluates to false, the step will be skipped unless Continue next step when condition is not met is enabled.
Continue next step when condition is not met
When enabled, the form action flow will continue to the next step even if the execution condition is not satisfied.
Save response to
Specifies the variable used to store the AI-generated result.
The saved output can be referenced by later steps, workflows, or displayed in the form.
Event Type overview
The AI Assistant step supports four event types, each designed for different scenarios:
Conversation with Assistant – Generate AI responses based on text input and optional attachments
Analyze image content – Extract and analyze information from image files
Analyze document content – Read and summarize document files such as PDFs
Call AI agent – Invoke a predefined AI Agent with structured inputs and outputs
Event Type: Conversation with Assistant
This event type generates AI responses based on text input and optional attached files.
It is suitable for summarization, content generation, validation logic, and decision support during form actions.
Configuration
User message
Defines the request or task sent to the AI assistant.
This field typically describes what the AI should review or generate and can reference form variables.Assistant instructions
Defines the role, scope, and output requirements of the AI assistant.
It is recommended to clearly specify that the AI should only use information provided in the form or attached files and avoid assumptions.Select input file(s)
Specifies the files that will be provided to the AI assistant, such as uploaded certificates or supporting documents.
You can also switch to the expression editor to dynamically reference file variables.Including online research result
Controls whether the AI assistant is allowed to reference external information.
For internal or compliance-related scenarios, this option is usually disabled.Save response to
Defines where the generated response will be stored for later use in the form action flow.
Event Type: Analyze image content
This event type analyzes image files submitted through the form and extracts visible information from the image.
Configuration
Image
Select the image variable to be analyzed, typically an uploaded certificate, license, or scanned document.User message
Describes what information should be identified or extracted from the image, such as supplier details or validity dates.Assistant instructions
Controls how the AI interprets and presents image analysis results.
It is recommended to instruct the AI to only extract information that is clearly visible and avoid inference.Save response to
Specifies the variable used to store the image analysis result.This event type is suitable for processing scanned documents or photos uploaded through the form.
Event Type: Analyze document content
This event type allows the AI assistant to read and analyze document files such as PDF or Word documents.
Configuration
User message
Defines the analysis objective for the document, such as summarizing key information or reviewing specific sections.Assistant instructions
Specifies how the AI assistant should interpret the document and format the output.
Clear instructions help ensure concise and consistent summaries.Select input file(s)
Select the document files to be analyzed, typically uploaded attachments from the form.
You can also switch to the expression editor to dynamically reference files or combine multiple attachment variables.Save response to
Defines where the document analysis result will be stored.This event type is suitable for extracting structured information from formal documents such as supplier certificates, contracts, or compliance materials.
Event Type: Call AI agent
This event type invokes a predefined AI Agent that has been configured with reusable logic, knowledge, and structured outputs.
Configuration
Application
Select the application where the AI Agent is configured.Select an AI agent
Choose the specific AI Agent to be called.Input
Maps form variables to the AI Agent’s input parameters.
You can select form fields directly or switch to the expression editor to build more flexible inputs using variables, conditions, or combined expressions.These inputs provide the necessary context for the AI Agent to perform structured analysis or decision-making based on the submitted data.
Output
Defines where the AI Agent’s output will be stored.
The output can be used in later form actions, workflows, or approval processes.Unlike direct AI conversations, calling an AI Agent allows you to reuse standardized logic and outputs across multiple forms and workflows.
Best practices & notes
Clearly define user messages and assistant instructions to ensure consistent AI output.
Use execution conditions to control when AI logic should be triggered.
Choose image analysis or document analysis based on the file type being processed.
Avoid enabling online research for internal business or compliance scenarios.
Test AI Assistant steps in a controlled environment before applying them to production workflows.