Turn a Typeform into an AI Intake Agent: Pt 1 — Prompts and Evals

Organizations that collect data through forms can enhance user experience by transforming traditional form-filling into engaging conversations using a conversational form assistant built with PromptLayer. The guide explains how to create an AI assistant that naturally collects information while maintaining data quality and validation standards, using a modular prompt approach broken into logical snippets for easy management. The assistant is configured with input variables, such as agent name and conversation history, and a submission tool to handle data once collected. An evaluation engine assesses the assistant's performance to ensure consistent behavior and effectiveness, with automatic quality checks and detailed reports available to monitor improvements. The guide also introduces a Streamlit application that allows organizations to create custom form assistants, combining a form builder for specifying data fields and a chat interface for interactive data collection. The approach emphasizes a natural, efficient user experience, ensuring the assistant remains focused on data collection while adapting to user feedback and maintaining data privacy standards.