✨ AI Form Drafting And AI Insights: What AI Does In ResultsAiX Forms

AI in ResultsAiX Forms is optional and always under your control. It uses your own key with Google Gemini, Anthropic Claude or OpenAI, and it does two jobs: drafting a whole form from one sentence, and explaining what a form's entries are telling you. Everything else in the plugin works with no AI key at all.

Before you start:

Connect at least one AI key on the Integrations and AI tab and leave Enable AI features ticked. See Connecting Your AI Key: Gemini, Claude Or OpenAI, Fallback And Budget. Until then, the builder and the AI Insights tab show a short line with a link to that tab instead of the AI buttons.

Describe it, AI builds it:

At the top of the builder, the "Describe it, AI builds it" box turns one sentence into a complete draft form.

1. Open a new form with New Form, or open an existing one.
2. Type what you need in the box, for example: "A quote request form for a renovation company: contact details, property address, project type, budget range, photos and the best time to call".
3. Click Build it with AI.
4. A popup says "AI is building your form". It usually takes 10 to 30 seconds.
5. When it says Draft ready, click Review the fields.

If the builder already has fields, you are asked first: "Replace the current fields?" Click Replace with the AI draft to go ahead.

What the draft contains:

• Fields with labels, placeholders, options for choice fields, Required ticks and widths, so short fields sit side by side.
• A form name, if yours was empty.
• A thank you heading and message, filled into After submit.

The AI is told to keep forms short, start lead forms with a name and an email, use section breaks for longer forms, and only add HTML blocks, hidden fields or file uploads when you ask for them.

Nothing is saved or published until you click Save form, so you can change anything first. If you leave without saving, your old fields are still there.

Talk instead of typing:

In Chrome and Safari a Talk button sits next to Build it with AI. Click it, describe the form out loud, and click Stop. It uses your browser's own speech engine, and what you say is added to anything already in the box.

AI Insights:

The AI Insights tab reads a form's entries together with its attribution, and writes plain English findings.

1. Open the AI Insights tab.
2. Pick a form from the dropdown. It shows how many entries each form has.
3. Click Analyze with AI.
4. A popup says "AI is reading your entries", with the number of entries.
5. When it says Insights ready, click Show the insights.

The form needs at least one entry. The result is saved with the form, so it is still there next time, with the date it was made. Click Re-analyze with AI to include entries that arrived since.

What you get back:

• A summary of two or three sentences.
• Findings: three to six observations grounded in your numbers, covering the answers and which channels bring the best leads.
• Recommended next actions: two to five concrete things to do.

What the AI is sent:

The period is always all time. The AI receives the form's name, its total entries and starts, the traffic sources, devices, top campaigns and average fill time, and for each field the number of answers, the counts for choice and rating questions, and short samples of single line and paragraph text answers. Email addresses and phone numbers inside those answers are masked first. Name, email, phone, address, file and hidden fields are never sent. It all goes only to the AI provider you chose, using your key.

The Answer breakdown:

Under the insights, Answer breakdown shows a bar for every option of every dropdown, radio, checkbox and star rating question, all time, with the average for ratings. It is drawn from your own data and works with or without AI.

A real example:

Dana runs Analyze with AI on the Free Quote Request form. The summary says kitchens drive the form, with 56 of 140 requests, and that organic search brings the most requests. One finding notes that "Not sure yet" was picked 19 times on Budget range; the matching recommendation is to call those leads first with a quick price range.

Writing a good brief:

The AI does best with a short, specific brief that says these things.

• What the form is for and who fills it in.
• The details you need, in the order you want them.
• Any choices you already know, such as your project types.
• Anything special, such as a file upload or a hidden field.

A good brief: "A booking form for a free home consultation: name, email, phone, address for the visit, preferred day and time, and the type of project (kitchen, bathroom, extension, loft, other)."

After the draft arrives:

1. Read each card. Change any label to your own words.
2. Check which fields are Required.
3. Add conditional logic where a question only applies to some people.
4. Look at the live preview.
5. Click Save form, then set Status to Active when you are happy.

When the draft does not arrive:

The popup says "The AI draft did not arrive", gives the reason in the provider's own words, and has a Try again button. Your current fields are not touched. Common reasons are a missing or mistyped key, a provider that is busy, or a key without credit. Set a fallback provider and a busy moment is handled for you. See Connecting Your AI Key: Gemini, Claude Or OpenAI, Fallback And Budget.

How often to run AI Insights:

• After a form's first 30 to 50 entries, for a first read.
• After a campaign, to see what it brought.
• Once a month for your main forms.

Each run is one AI call, listed with its estimated cost in the AI usage table.

Where every AI call is listed:

Each draft and each analysis appears in Recent AI jobs on the Integrations and AI tab, with its type (generate_form or insights), status, model, estimated cost, duration and when it ran.

AI and privacy:

Your brief goes to the provider you chose, with your key, to draft the form. For AI Insights only counts, averages and short masked samples of written answers are sent, never names, emails, phone numbers, addresses, files or hidden fields. Nothing goes to ResultsAiX. See Privacy And GDPR: Consent, Data Retention And The Danger Zone.

When AI Insights cannot run yet:

The Analyze with AI button needs at least one entry on the chosen form. A form with no entries shows a short line asking you to publish it and collect some submissions first.

Tips:

• Re-analyze after a campaign ends to see what changed.
• The Answer breakdown is a quick check before you spend an AI call.
• If you set a monthly soft budget, the builder and AI Insights show a one line heads up once spending passes it. AI keeps working.