Auto Form Fill Configuration

The objective of this guide is to provide an in-depth understanding of how to use Auto Form Fill feature.

1st Step

1. Begin by creating a blank transaction form.

2nd Step

1. Create a basic form as per your requirements.

3rd Step

1. Navigate to Setting > AI Bot tab.
2. Enable the Auto Form Fill option.
3. Configure all the attributes in design page based on the specified requirements of the form.

4th Step

1. Configure all the attributes in validation page based on the specified requirements of the form.

5th Step

1. Enable the AI Suggestion Attachment option.
2. Configure all the attributes in advance page based on the specified requirements of the form.

6th Step

1. Go to Navigation and click the + button.

7th Step

1. A menu form appears where the user fills in required information.
2. Click the Confirm button to finalize and validate the setup.

8th Step

1. Click Save to store the configuration permanently.
2. After confirmation, the form is added and listed in the left-side navigation menu.

9th Step

1. You can see the Auto Form Fill icon on the top right corner of the screen.
2. Clicking it opens a popup where form data can be auto-filled.

10th Step

1. Users can add attachments or manually enter data in Text or JSON format.
2. Clicking the Arrow or Extract/Insert button lets the bot auto-fill the form fields using AI.

Final Output:

1. The final output is displayed in the form fields.
2. Data is extracted and mapped automatically based on the input provided.