This feature uses AI to automatically generate a concise summary of what has been filled in on a form. The summary is displayed at the top of the form to help users quickly review, understand, and confirm their inputs.
Long or complex forms can be hard to review at a glance. The summary: - Helps spot mistakes or missing information quickly - Improves clarity and confidence.
To enable the feature, your company admin or authorized system owner should navigate to the feature flags page and enable the feature after reading the terms and conditions. This will enable the feature for all users:
As a form is submitted, the entered information is securely sent to an AI model via a secure connection, which generates a brief, human‑readable summary. This summary reflects only the information provided in the form and updates as needed.
The summary is generated automatically after the form is submitted
Yes, on any save of the form, the summary will be regenerated with the updates.
No. We use an enterprise‑grade account, and your data is not stored or used to train or improve the model in any way.
No. The data sent is processed only to generate the summary and is not retained by the model provider beyond what is required for real‑time processing, in accordance with enterprise data protection terms.
Anyone who is authorized to view the form.
The summary is automatically generated for all forms after you opt in to the service via the feature-flagged page. The Submitter or form owner can remove, edit, or regenerate the summary.
No. The summary is purely informational. It does not modify, overwrite, or replace any of the original form inputs.
The summary is generated based on the information provided and is designed to be clear and helpful. However, it should be treated as a convenience feature. Customers should always review their original responses for any clarifications.
Yes. The form owner or submitter can edit, remove, or regenerate the summary.
Yes, you can exclude a section from being sent to processing. To exclude them, edit the section from the Edit Form page in Form Management (see AI Form Summaries - Excluding Form Sections), or contact support, and they will make sure the section is not sent to processing. This will make sure the data will not be included in the summary.
If something seems off, review the form inputs and see if they require adjustments. The summary will update accordingly. If issues persist, our support team can help.
Yes. This feature is designed with privacy and security in mind and aligns with applicable data protection and confidentiality requirements, including the use of enterprise‑level AI services.
Yes, you can disable the feature from the feature flags page. It will disable the feature for your entire organization. Contact support if you need assistance.
If you have questions or concerns about this feature, privacy, or data usage, please contact our support team for more details.