How to Use Your Existing Jotform Assets in Jotform AI

Jotform AI lets you use your existing assets as context when working on your forms. By selecting an asset from your account, you can give Jotform AI the information it needs to deliver more accurate and relevant results.

This makes it simple to build on what you’ve already created, whether you want to duplicate a form, make changes to an existing one, or use it as a starting point for something new.

Here are two ways to do it:

• Using Existing Jotform Assets via Jotform AI
• Using Existing Jotform Assets via the Jotform AI Chatbot

Using Existing Jotform Assets via Jotform AI

The best way to get started is by going through the Jotform AI page. Here’s how to do it:

1. On the top-left side of your Workspace page, click on Create.

2. Then, at the bottom of the window that opens up, click on Jotform AI.

3. Next, click on the Plus icon in the bottom-left corner of the Prompt box in the middle of the page.
4. Then, in the menu that comes up, click on Add Asset.

5. Now, in the Select Assets window, use the Search bar to find the asset you want to use. Or, click on Filter next to the Search bar to narrow down the list of assets.

6. Now, tick the box next to the asset you want to add. For example, the Product Order Form.
7. Then, click on Add Asset.

The asset will then how up in the Prompt box as a reference, letting Jotform AI know which one to work with.

8. Next, in the Prompt box, type your prompt. Here are a few examples you can try:
   • Make this form shorter but keep the essential questions.
   • Rewrite the descriptions in a more professional tone.
   • Reorganize this form so the payment fields come first.

9. Finally, press Enter on your keyboard or click on the Upward Arrow icon to submit your prompt, and you’re done.

And that’s it. Jotform AI will then use the asset you selected as context to generate a more accurate and relevant form.

Using Existing Jotform Assets via the Jotform AI Chatbot

If you’d rather stay on your Workspace page, you can also add assets through the Jotform AI chatbot. Here’s what to do:

1. In the bottom-right corner of your Workspace page, click on the Jotform AI Chatbot.

2. Next, click on the Plus icon in the bottom-left corner of the Chat window.
3. Then, in the menu that comes up, click on Add Asset.

4. Next, in the Select Assets window, use the Search bar to find the asset you want to use. Or, click on Filter next to the Search bar to narrow down the list of assets.

5. Now, tick the box next to the asset you want to add. For example, the Product Order Form.
6. Then, click on Add Asset.

The asset will then show up in the Chat window as a reference, letting Jotform AI know which one to work with.

7. Next, in the Chat window, type your prompt. Here are a few prompts you can try:
   • Make this form shorter but keep the essential questions.
   • Rewrite the descriptions in a more professional tone.
   • Reorganize this form so the payment fields come first.
8. Finally, press Enter on your keyboard or click the Upward Arrow icon to submit your prompt, and you’re good to go.

Jotform AI will apply the changes directly to your form and show a preview on the screen. It’ll also give you a short explanation of what was updated in the Chat window. From there, you can add more edits in the Describe your Edits field or click on the Form Builder link to fine-tune it further in Form Builder.

Prompt Examples When Using Existing Jotform Assets

Not sure what to ask? Here are some prompts you can try after adding your asset:

Improving a Form

• Review this form and suggest improvements to the questions and wording.
• Make this form shorter but keep the essential questions.
• Add a progress bar to this form.

Reusing or Redesigning Content

• Use this form’s questions to create a simplified onboarding form.
• Turn this form into a post-event survey.
• Create a simpler version of this form for a different audience.

Checking Clarity or Tone

• Check this form’s text for clarity and make it more user-friendly.
• Rewrite the descriptions in this form in a more professional tone.
• Rewrite the labels in this form to make them clearer and easier to understand.

Reorganizing a Form

• Reorganize this form so the payment fields come first.
• Group the shipping and billing fields together in this form.
• Move the product selection fields to the top of this form.

Troubleshooting a Form

• There are too many required fields in this form. Make some of them optional.
• Check this form and suggest ways to reduce form abandonment.”
• Add a discount code field to this form.