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- Locate the Form Data element under the Prompt PluginPrompts section of the palette.
- Drag and drop the element into the Drop a prompt to here area.
Configure form properties
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To properly configure the Form Data, set the following field:
| Name | Description | ||||
|---|---|---|---|---|---|
| Form | Name of the form containing the file upload field. | ||||
| Record ID | The specific record ID from the form that contains the data you want the AI to use. | ||||
| Explanation | A clear explanation of what the AI agent should do with the form data. | ||||
| Format | Choose how the form data should be structured before being passed to the AI.
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