Features

The form, then the conversation

Create the form, keep it in the library, and edit the fields before anyone fills it in. Then the same form can be completed by voice, chat, or phone.

New Form

Three ways to start

Describe the form and get a draft. Snap or upload the paper or PDF you already use. Or start with a title and add the fields yourself.

Create New Form, with Create with AI, Snap or Import Form, and Create empty form — Create New Form. Pick one.

Library

The forms live in one library

Folders for the ones that belong together. Documents for each form. Bookmark the check-in the team runs every morning, and it stays one tap away.

Forms library, with folders and a list of documents — Folders and documents.

Editing

Change a field before it goes live

Each row is the question someone will be asked, plus the note that tells the assistant what to capture. Add a field between two questions, save, or hand the draft back to Edit with AI.

Editing a form, with Save, Edit with AI, and fields such as Host Name and Event Date — Save, or edit with AI.

Fill modes

Same form, several ways to fill it

Preview, Listen, Guided, Chat, Phone, or Manual. Guided is a voice assistant. Direct walks the questions in order. Relaxed talks, then follows up on anything still missing. Assistive listens and helps when you ask.

Guided voice assistant, with Direct, Relaxed, and Assistive, and the mode bar for Preview, Listen, Chat, Phone, and Manual — Guided: Direct, Relaxed, or Assistive.

The answers come back in the fields you set

A care worker can sit with the client, or the client can finish it alone by chat or phone. You still get the form, not a note to retype.

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