The Orbiform AI Assistant

Click the Ask AI button in the bottom-right corner to open it. On the Responses and Analytics tabs it docks beside whatever you're looking at as a real panel in the page — not a sheet floating on top — so the table or charts stay fully visible and reflow to make room for it, the same way the comment panel behaves. Drag its left edge to make it wider or narrower; on narrow screens, where there's no room for two columns side by side, it drops below instead of covering the page.

Ask it to filter, sort, search, or show/hide columns and the table updates instantly — "show only completed responses," "hide the phone number column." For "who are the most qualified leads," it ranks responses by your form's configured lead score when you've set one, or reads the answers and judges them against your criteria when you haven't, and shows you exactly those rows. Ask for a file and it can export the matching responses as CSV, XLSX, a Word report, or a PDF — covering every matching response, not just what's on the current page.

Ask it to change the date range (7/30/90 days or all time) or exclude flagged spam, and every stat tile and chart updates to match. It can print the charts to PDF exactly as filtered, or pull the raw response data instead if that's what you actually need — it keeps those two apart on purpose.

Requests like "what stands out in this data" or "the biggest problem with this form" get a written report — a headline finding, key figures, and supporting quotes pulled from actual responses — rather than a dump of every row. If you want the raw rows instead, ask for an export explicitly.

In the form editor, it edits questions, logic, and results the same way the AI form builder does. From the ⌘K palette, where no form is open yet, it can find a form by name, create a new one, or jump you straight to a form's Responses or Analytics tab.

Every change the assistant makes to the table view comes with an Undo this change link right under its reply. Anything destructive — deleting responses, for example — shows a confirmation card first and waits for you to approve it before doing anything.

This assistant lives inside Orbiform and only ever has as much access as you do in the workspace you're in. If you'd rather work from Claude or another AI client directly — outside the Orbiform dashboard — see Connect Orbiform to Claude with MCP. That's a separate, workspace-scoped connection you set up once in Settings → Integrations.