Flows · Interface

The guided-form interface for your flows.

A SmartForm is one of the two interfaces a flow can wear. It collects the inputs your methodology needs in one structured pass, runs the flow grounded in your Knowledgebases, and ends in an Artifact your client can edit and download.

CRM Blueprint Generator
SmartForm
Step 3 of 4Business profile
Business niche
Med spa · 3 locations
Primary goal
Fill slow winter weeks
Biggest bottleneck
Leads go cold before follow-up
Generate blueprint
B
Sub-Account Architecture Plan
Generated Artifact
Pipeline structure
Automation map

Not a standalone product. The form a flow wears. Forms collect data. A flow behind a SmartForm turns it into the deliverable clients pay for.

The flow underneath does the work: inputs move through prompt chains that reference your frameworks, and the output renders through a template you control: a plan, an audit, a report that reads like consulting work because it is, applied to the client's specific inputs. The SmartForm interface is the right door when the inputs are known upfront and the deliverable should have the same shape every time. The same flow can wear the CoPilot interface instead, a presentation decision, not a rebuild.

Under the hood

What's actually running underneath.

Input fields
You design them
Prompt chain
Your methodology
Knowledgebases
Your knowledge
Artifact
Their deliverable

Everything after the first node belongs to the flow: the SmartForm is how it presents. See how flows work or compare the CoPilot interface.

01

Input fields

The interface layer: text, dropdowns, sliders, and conditional logic. You design exactly what the user sees and answers.

02

The flow underneath

Sequential prompt nodes process the inputs, each step applying a piece of your methodology.

03

Knowledge grounding

Every node can reference your Knowledgebases (PDFs, frameworks, transcripts) so answers come from your material.

04

The templated Artifact

The finish line every flow shares: output renders through your template, structured, branded, editable, downloadable.

How to decide

SmartForm or CoPilot? Choosing the interface.

Choose the SmartForm interface when…

  • You know the full input set upfront
  • User situations are bounded and predictable
  • The output is a structured document
  • The deliverable should have the same shape every time

Choose the CoPilot interface when…

  • The right next question depends on the last answer
  • Your methodology requires contextual questioning
  • The job is diagnosis, qualification, or a guided process
  • You need extracted data to trigger your stack downstream

The form that ends in a deliverable.

Describe the flow to the Agent Wizard or build it by hand. Either way, it can be live behind a SmartForm this afternoon.

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