gmpetrov
commented
8 months ago 2nd round
Problems
- How to handle ui forms on other channels than web (e.g whatsapp)?
Solution
- Access the form via an URL
- In order link a form to a conversation, possiblity to pass a conversationId to the form URL
- When form is linked to an agent (via form tool)
- triggers
- [ ] By Agent
- [ ] At beginning of form
- [ ] After N Form
- Adapt form tool to be triggered when for need to be shown
- First implementation → When tool form is called → Send back an url to the form
- When form is submitted → create a new message in conversation to inform user + agent that form has been successfully submitted
- triggers
- Then after the link implementation, add optimization for web components to show form directly in conversation
- ? Add other triggers (Show form at beginning of conversation or after 1 message)
- Finally migrate lead form to ui form
Open question?
- Where to put form tool description
- → In tool form setting?
- → In system prompt?
- → Both?
OdapX
-> To make forms more reliable we're going to build a more traditional form experience
Re-use current form editor
4 vertical tabs
2- Fields
email (✅)
phone number (✅)
text (✅)
text area (✅)
select (✅)
file upload (✅)
multi choice select
checkbox
date
number
-> Add ability to re-order fields
Agent Tool Integtation
How to hook it up with the agent form tool ? 🤔 -> tool form call when form must be shown -> add metadata to the message (see http tool approvals) -> show form -> after submit find the right way to update conversation history to show that a form as been filled