# Using AI

Chat with AI to create, edit, translate, and analyze forms.

## Using AI

The AI chat panel is your assistant for everything in formbase — create forms, refine fields, translate content, analyze submissions, and manage your workspace through conversation.

<h2 id="getting-started">Getting started</h2>
<p>
  Click the floating AI button in the bottom-right corner of formbase. On desktop it opens a docked panel. On mobile it slides up as a
  drawer. The panel stays open while you work.
</p>
<p>
  AI chat is available everywhere: your workspace, the form editor, the submissions page, and the translation editor. Tools and suggested
  prompts change based on the page you're on. You need a signed-in account — AI chat is off while you are trying formbase as a guest.
</p>

> 💡 **Think out loud**
> <p>
>     Vague prompts work too. Try <em>"Help me create a form"</em> and AI will ask follow-up questions until it has what it needs.
>   </p>

<h2 id="what-you-can-do">What you can do</h2>

<h3 id="create-edit">Create and edit forms</h3>
<p>
  Describe what you need and AI builds the fields, pages, validation, and logic directly into your form. AI sees your form's current state,
  so follow-ups are context-aware. For prompt-writing tips and examples, see <a href="/ai/ai-form-generation">AI form generation</a>.
</p>
<h3 id="attachments">Generate from files</h3>
<p>
  Attach an image, PDF, or screenshot to your message and AI turns it into a structured form. Great for converting paper forms, competitor
  screenshots, or wireframes. See <a href="/ai/ai-form-generation#files">AI form generation</a> for supported formats and limits.
</p>

<h3 id="analyze">Analyze submissions</h3>
<p>On the submissions page, AI reads your response data and answers questions in plain English. Suggested prompts appear automatically:</p>
<ul>
  <li>
    <strong>Give me the headline</strong> — key metrics at a glance
  </li>
  <li>
    <strong>Review recent submissions</strong> — scan the latest responses
  </li>
  <li>
    <strong>Find trends and outliers</strong> — patterns in your data
  </li>
  <li>
    <strong>Explain performance</strong> — why metrics look the way they do
  </li>
  <li>
    <strong>Spot drop-off risks</strong> — where respondents abandon the form
  </li>
  <li>
    <strong>Recommend next steps</strong> — actionable improvements
  </li>
  <li>
    <strong>Compare segments</strong> — device, date, or share link performance
  </li>
  <li>
    <strong>Compare another form</strong> — cross-form analysis
  </li>
</ul>

<h3 id="translate">Translate</h3>
<p>
  In the translation editor, AI offers context-aware quick actions: translate all missing entries, refresh outdated ones, polish existing
  translations, or spot-check for issues. You can translate into several languages at once. See{' '}
  <a href="/building-forms/translating-form-content">translating form content</a> for the full workflow.
</p>

<h3 id="manage">Manage your workspace</h3>
<p>
  AI handles workspace tasks too: create forms, organize folders, publish or unpublish forms, send and track requests, and set up share
  links — all through conversation.
</p>

<h3 id="skills">Teach AI with skills</h3>
<p>
  Skills are reusable instructions and domain knowledge you give AI — a specific role, industry terminology, or writing style. Attach them
  to a message from the brain icon in the chat toolbar. Pro feature. See <a href="/ai/ai-skills">AI skills</a>.
</p>

<h2 id="tool-approval">Tool approval</h2>
<p>
  Some actions need your approval before AI runs them: publishing or unpublishing a form, deleting a form or a folder, changing a share
  link, canceling a request, and deleting a language from a form's translations. You'll see the proposed action with{' '}
  <strong>Approve</strong> and <strong>Deny</strong> buttons. Nothing changes until you confirm.
</p>

<h2 id="models">Choosing a model</h2>
<p>
  formbase runs AI chat on two Claude models. Pick one from the model button in the chat input toolbar — it shows the current model and
  opens a short list when you click it. The choice applies to the current conversation. New conversations start on the default.
</p>

> 💡 **Build with Haiku, analyze with Sonnet**
> <p>
>     Haiku is the right choice for building forms — it handles generation and edits well. Switch to Sonnet for submission analytics and tasks
>     that need deeper reasoning. Sonnet is more capable but costs exactly three times as much per token — see{' '}
>     <a href="/ai/ai-credits-usage">AI credits & usage</a>.
>   </p>

<h2 id="settings">AI settings</h2>
<p>
  Click the gear icon in the AI chat header to open <strong>AI settings</strong>, which slide in as a drawer from the right. These control
  how AI generates forms and are per-user — each team member tunes their own preferences. Changes apply to all future conversations.
</p>
<p>
  AI always replies in your dashboard language — the interface language you pick from the language switcher in formbase's sidebar. To get a
  one-off result in another language, just ask in your message (for example, <em>"reply in French"</em>).
</p>

<h2 id="new-chat">Starting over</h2>
<p>
  <strong>New chat</strong> in the panel header clears the conversation and starts fresh — useful when AI has drifted off course or you move
  to an unrelated task. It asks you to confirm first, and the cleared history cannot be recovered. <strong>Minimize</strong> hides the panel
  without losing the conversation.
</p>

<h2 id="credits">Credits</h2>
<p>
  AI chat uses credits from your balance. The bar above the message box shows how many you have left, and turns red when you fall to 10
  credits or fewer. At 0 credits, AI chat stops until you add funds. See <a href="/ai/ai-credits-usage">AI credits & usage</a> for pricing,
  packages, and how to add funds.
</p>

<h2 id="next-steps">Next steps</h2>
<div class="not-prose grid gap-3 sm:grid-cols-2">
  - [AI form generation](/ai/ai-form-generation) — Tips for writing good prompts
  - [AI skills](/ai/ai-skills) — Reusable instructions and knowledge for AI
  - [AI credits & usage](/ai/ai-credits-usage) — Pricing, packages, and balance
  - [Connect an AI agent](/guides/ai-agents/connect) — Use formbase from Claude, ChatGPT, or Cursor
  - [Translations](/building-forms/translating-form-content) — AI-powered translation workflow
</div>
