Overview
The Voyager AI Online Form Agent is the next huge leap forward in using the power of AI to streamline how users work in Pipeliner. Online Forms is used by the majority of our customers but it can take time to create the form, add each field and to then adjust the layout. Now though, Voyager AI will do the heavy lifting for users who can instruct the agent to create the form using natural language.
Please note that we are releasing this feature in Beta in 5.13 - additional features and updates are planned for future releases.
The Voyager AI Agent can:
Create a new online form based on the prompt
Create name & description
Update existing forms based on the text prompt
Create new fields with titles, descriptions, and values including new fields that are related to fields in Pipeliner Entities (existing radio groups or multi-select fields, for example) for better mapping
Reuse existing Online Form fields
How to create an Online Form using the AI Agent
Click on the Create with AI Beta button and then select the main entity that the Online Form should be based on and then Continue ⤵
A blank, draft Online Form will appear on screen with the AI dialog open at the bottom of the screen ready for the user to enter the prompt to create the content for the Online Form ⤵
Clicking on the lightbulb icon "Show Suggested Prompts" and then opening the panel using the arrow in the top right corner will display some suggested prompts for different types of Form based on the selected entity and clicking on one of the suggestions will insert the suggested text into the AI prompt box ⤵
You can adjust or add to the suggested text prompt and then click on the arrow to generate the draft form ⤵
Closing the suggestions panel will then display the draft form. Fields that have been newly created by the AI Agent will be flagged as New ⤵
Clicking on the AI button in the top menu will open/close the AI dialogue. The “Show Recent Prompts” button gives access to previous text prompts and allows them to be re-used by clicking on any of the displayed options. This will then populate the text prompt box and can be applied by clicking on the arrow ⤵
"Show Suggested Prompts" will display suggestions for modifications to the draft form. You can choose from these or type your own ⤵
You can also change the Language and select from predefined actions:
Add new field
Change tone
Rephrase field
Add field option(s) - add new dropdown values, for example
Updating a single field
Clicking on an individual field or header gives access to the AI Agent for that specific field only - this can be used to add a description of the individual field, for example ⤵
Fields that have been modified are tagged as “Updated” ⤵
All changes can be applied by clicking Accept or reversed by clicking Undo. Once you're happy with the content and layout of the Form, you need to click on the Create button in order to create the form and you can then add the required Settings such as record matching ⤵
Frequently Asked Questions
How do I get the Voyager AI Online Forms AI Agent?
If you already have Online Forms, the new AI Agent is available free of charge.
What AI Models do you use?
The Voyager AI uses multiple Amazon AI services (Amazon Bedrock with AI model: Claude 3.5 Haiku).
Amazon Bedrock - https://aws.amazon.com/bedrock/
Is my customer data at risk? / Where is our data sent for processing? / How do we know our data is secure?
These Voyager AI features use only Amazon AI services. The entire Pipeliner environment and the new AI features both run within the same geolocated AWS environment. Amazon AI processed data will NEVER leave this environment or geolocation. Any of your data processed by Amazon AI is not stored and used to train models in Amazon.