Form.io module · AI session layer
Conversational Forms
Governed micro-form workflows inside any assistant. Every seal is a Form.io submission — not freeform model memory. Built for startups, SMBs, and regulated teams alike.
Why teams need this
Chat without structure fails audits. Forms without conversation fail completion.
Ship intake in days
Author a workflow, call MCP or Session REST, seal into Form.io. Startups and SMBs don’t need a chatbot rebuild.
Same Form.io trust boundary
RBAC, field ACL, revisions, and Actions you already operate — not a sidecar store for PII.
Evidence when it matters
Conversation → submission IDs → Action results. Ready for regulated review and everyday ops alike.
How it works
Workflow. Seal. Continue.
01
Author a workflow
Orchestrate micro-forms for an agentic session — support, sales, or regulated intake.
02
Connect a host
MCP for agents, Session REST for thin UIs, or an Instant Assistant host on top.
03
Seal to Form.io
Every structured answer is a Form.io submission — Actions and audit stay in SoR.
04
Keep the conversation
Optional UAG continuation after seal. Evidence pack when reviewers ask.
Featured marketplace packs
Pre-built workflows you can install — or author your own for sales, support, and ops.
Sales
Lead Qualification
BANT / ICP fields sealed from chat into CRM — not lost in the transcript.
Included with CF
Sales
Demo & Discovery Request
Book the right demo with stakeholder and use-case seals.
Included with CF
Sales
Opportunity Handoff
MEDDIC-lite fields when SDR → AE — evidence the deal was qualified.
Included with CF
Run it next to Form.io.
Self-host with Docker Compose beside your Form.io project, or use hosted SaaS. Author workflows, call MCP or Session REST, seal into the same system of record you already operate.