Forms AI Pro: Auto-Generated Replies & Search Grounding

1. What Forms AI Pro Adds #

Docs describe Pro’s extended Forms automation:

• Auto-generated AI replies using dedicated Forms AI settings.
• Search grounding across posts, pages, and products.
• Include/exclude URL scopes to refine context.
• Settings like:
  • forms_openai_api_key
  • forms_openai_model
  • forms_temperature
  • forms_max_tokens
  • forms_system_prompt

2. Forms AI Settings Area #

There is a dedicated section for Forms AI settings (inside Forms → Email or a separate AI tab, as described in the docs).

Step-by-step:

1. Go to Davix AI Engine → Forms.
2. Open the AI or Email tab where Forms AI settings appear.
3. Look for fields keyed as:
   • forms_openai_api_key
   • forms_openai_model
   • forms_temperature
   • forms_max_tokens
   • forms_system_prompt

image IMAGE PLACEHOLDER: Screenshot of Forms AI settings section with fields for forms_openai_api_key, forms_openai_model, forms_temperature, forms_max_tokens, forms_system_prompt. IMAGE image

3. Dedicated Forms OpenAI Key & Model #

Step-by-step:

1. forms_openai_api_key:
   • If set, this key is used specifically for Forms AI.
   • If empty, the Forms module may fall back to the main OpenAI key (as implied in docs).
2. forms_openai_model:
   • Select which model to use for Forms replies (Pro-only model selection).
3. Save changes.

Forms AI will now send its own OpenAI requests using these settings.

4. Temperature and Max Tokens #

Options: forms_temperature, forms_max_tokens

• Docs mention defaults like:
  • forms_temperature default ~0.6.
  • forms_max_tokens which caps reply length.

Step-by-step:

1. Set forms_temperature:
   • Slightly lower for more controlled, email-like replies.
2. Set forms_max_tokens:
   • Control maximum length of AI replies generated for Forms.
3. Save and test.

5. Forms System Prompt #

Option: forms_system_prompt

• Used to instruct OpenAI on how to respond to form submissions (tone, style, etc.).

Step-by-step:

1. Write a clear system prompt describing how replies to form entries should sound.
2. Save changes.

6. Search Grounding Across Posts, Pages, Products #

Pro extends Forms AI with context search:

• It can search:
  • Posts.
  • Pages.
  • Products.
• It can also respect:
  • URL include/exclude lists for context.

Step-by-step:

1. In Forms AI settings, enable search grounding options (fields analogous to chatbot’s site search, but for Forms).
2. Choose which content types (posts, pages, products) to use as context.
3. Use forms-specific URL include/exclude fields (e.g. forms_include_urls, forms_exclude_urls) if present.
4. Save changes.

Now, when a new form entry arrives:

• Pro can automatically gather contextual content from your site.
• AI will generate a reply that references relevant content, according to settings.