The AI Co-pilot is your intelligent assistant built directly into the Uplup form and quiz builder. Powered by Claude AI, it can create fields, modify your design, analyze submissions, set up conditional logic, configure quiz scoring, and optimize for conversions — all through natural language conversation.
Think of it as having a professional form designer, data analyst, and UX consultant by your side — ready to help at any moment.
On desktop, the panel slides in from the right (400px wide). On mobile, it opens as a full-screen bottom sheet for easy typing and reading.
When you first open the co-pilot, you’ll see suggestion chips — quick-start prompts tailored to your form type:
For Forms:
For Quizzes:
The co-pilot has 17 specialized tools it can use to help you. Here’s a complete breakdown of everything it can do:
Add, update, delete, and reorder fields. Supports all field types available in the builder:
Tools used: add_field, update_field, delete_field, reorder_fields
Example prompts:
For quizzes, you can also set correct answers and point values when adding fields:
Add and edit pages to organize your form into sections. Supports all page types: cover pages, form pages, lead-capture pages, and ending pages.
Tools used: add_page, update_page
Example prompts:
Note: In card-form (conversational) mode, each question automatically gets its own page. The co-pilot handles this automatically when adding fields.
Change your form’s entire visual appearance without leaving the chat. The co-pilot can modify:
Tool used: update_design
Example prompts:
Update your form’s title and description.
Tool used: update_form_settings
Example prompts:
For quizzes, configure scoring, timing, behavior, and result display options.
Tool used: update_quiz_settings
Available settings:
Example prompts:
Set up smart forms that adapt based on user responses. Show or hide fields, make fields required conditionally, or route users to different pages.
Tools used: set_field_logic, set_page_routing, get_logic_summary
Available logic actions:
Available operators: equals, not equals, contains, not contains, greater than, less than, is empty, is not empty, starts with, ends with
Logic modes: ALL conditions must match (AND), or ANY condition can match (OR)
Example prompts:
Page routing rules are evaluated in order — the first matching rule wins. You can set a default destination for when no rules match.
Get insights about your form or quiz performance, view submissions, and list your forms.
Tools used: get_analytics, get_submissions, list_forms
Analytics for all forms include:
Quiz analytics additionally include:
You can filter by time period (7 days, 30 days, 90 days, or all time).
Submissions can be filtered by country or pass/fail status, sorted by newest, oldest, highest score, or lowest score, and paginated (up to 50 per request).
Example prompts:
Ask the co-pilot to analyze your form and suggest improvements. Focus areas include:
Tool used: suggest_improvements
Example prompts:
When the co-pilot makes changes to your form, you’ll see tool cards in the chat that show exactly what happened:
Changes apply to your form instantly. The form builder refreshes automatically to show updates, and the co-pilot navigates you to the page where changes were made.
The co-pilot remembers your full conversation context. You can ask follow-up questions naturally:
For long conversations (20+ messages), the co-pilot automatically summarizes older messages to maintain context without losing track of what was discussed.
Your conversations are saved per form. When you reopen the co-pilot for a form, it automatically loads your most recent conversation so you can pick up where you left off.
Click the + button in the panel header to start a fresh conversation. This clears the context and shows the welcome screen again.
The co-pilot automatically chooses the best AI model for your request:
This happens automatically — you don’t need to do anything. The co-pilot picks the right model based on what you ask.
Co-pilot usage is included with every Uplup plan:
| Plan | Monthly Messages |
|---|---|
| Free | 10 |
| Starter | 25 |
| Pro | 100 |
| Business | 500 |
| Scale | Unlimited |
Your current usage is shown in the bottom-right corner of the co-pilot panel. The counter resets at the beginning of each calendar month. You’ll see an orange warning when you reach 80% of your limit.
Here’s a quick reference of all 17 tools the co-pilot has access to:
| Tool | What It Does |
|---|---|
get_form_details | Loads your complete form structure (fields, pages, settings, styling) |
add_field | Adds a new field with type-specific properties, labels, options, and quiz answers |
update_field | Edits field properties (label, placeholder, required, options, correct answer, points) |
delete_field | Removes a field by name or ID |
reorder_fields | Reorders fields within a page |
add_page | Adds a new page (cover, form, lead-capture, or ending) |
update_page | Edits page heading, paragraph, button text, colors |
update_form_settings | Changes the form title and description |
update_design | Changes colors, fonts, button shapes, text field styles |
update_quiz_settings | Configures scoring, timing, feedback, retakes (quiz only) |
get_analytics | Returns traffic, conversion, geography, quiz scores, and trends |
get_submissions | Fetches submissions with filtering, sorting, and pagination |
list_forms | Lists all your forms, quizzes, or both |
suggest_improvements | Analyzes your form and returns optimization suggestions |
set_field_logic | Adds conditional show/hide/required logic to fields |
set_page_routing | Routes users to different pages based on answers |
get_logic_summary | Shows all existing logic rules and page routing |
The co-pilot is available in the form builder (Create tab) for both forms and quizzes. Look for the purple sparkle button in the bottom-right corner.
The co-pilot makes changes directly to your form. You can use the form builder’s built-in undo/redo buttons to revert any changes, or ask the co-pilot to reverse what it did (e.g., “undo that” or “delete the field you just added”).
Yes. On mobile devices, the co-pilot opens as a bottom sheet that covers most of the screen for easy typing and reading.
The co-pilot accesses form structure and anonymous analytics by default. It only accesses individual submission data when you specifically ask to view submissions. All communication is encrypted and processed securely.
You’ll see a notification that you’ve reached your monthly limit. Your limit resets at the beginning of each calendar month. You can upgrade your plan for more messages.
Yes. The co-pilot works on any form or quiz within your workspace, regardless of who created it.
Yes. The co-pilot is aware of your form’s layout mode and handles them differently. In conversational/card-form mode, each question automatically gets its own page. In classic mode, multiple fields can coexist on the same page.