AI Co-pilot | Build Forms & Quizzes with AI -

What is the AI Co-pilot?

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.

Getting Started

Opening the Co-pilot

Open any form or quiz in the Create tab (form builder)
Look for the purple sparkle button in the bottom-right corner of the screen
Click it to open the AI Co-pilot panel

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.

Suggestion Chips

When you first open the co-pilot, you’ll see suggestion chips — quick-start prompts tailored to your form type:

For Forms:

“What fields does this form have?” — Get an overview of your form structure
“Suggest improvements for better conversions” — Get AI-powered optimization tips
“Add an email and phone number field” — Add fields instantly
“Show me my submission data” — View recent submissions
“Change the button color to blue” — Modify your design

For Quizzes:

“Add a multiple choice question about geography”
“Set the passing score to 70%”
“Show me quiz analytics and scores”

All 17 Co-pilot Tools

The co-pilot has 17 specialized tools it can use to help you. Here’s a complete breakdown of everything it can do:

1. Build & Edit Fields

Add, update, delete, and reorder fields. Supports all field types available in the builder:

Text fields: Short Text, Plain Long Text, Number, Website
Contact fields: Email Address, Phone Number, Full Name, Address, Birthday Picker, Date & Time Picker, Country
Selection fields: Checkboxes, Multiple Choice, Drop Down, Picture Choice, Yes/No Toggle
Feedback fields: Star Rating, NPS Score, Likert Scale, Slider Scale, Ranking
Upload fields: File Upload
Layout fields: Heading, Paragraph, Divider

Tools used: add_field, update_field, delete_field, reorder_fields

Example prompts:

“Add a dropdown field called Favorite Color with options Red, Blue, Green”
“Make the email field required”
“Delete the phone number field”
“Move the email field to the top of the form”
“Add a star rating question after the name field”

For quizzes, you can also set correct answers and point values when adding fields:

“Add a multiple choice question: What is the capital of France? Options: London, Paris, Berlin. Correct answer: Paris. Worth 5 points.”

2. Page Management

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:

“Add a new page called ‘Contact Information’”
“Change the cover page heading to ‘Welcome to our survey!’”
“Update the ending page button text to ‘Done’”
“Change the ending page background color to light blue”

Note: In card-form (conversational) mode, each question automatically gets its own page. The co-pilot handles this automatically when adding fields.

3. Design & Styling

Change your form’s entire visual appearance without leaving the chat. The co-pilot can modify:

Colors: Form background, landing page background, heading color, body text color, question color, button background/text color, text field background/border, checkbox/radio accent color
Typography: Heading font family, body font family (from 1,000+ Google Fonts)
Button style: Shape (square, rounded, or pill)
Text field style: Shape (square, rounded, or pill)

Tool used: update_design

Example prompts:

“Change the button color to dark blue and make them pill shaped”
“Use a modern dark theme”
“Change the heading font to Poppins”
“Make the text color red” — Updates heading, body, and question colors together
“Set the form background to light gray”

4. Form Settings

Update your form’s title and description.

Tool used: update_form_settings

Example prompts:

“Rename this form to ‘Customer Feedback Survey’”
“Update the description to explain this is for Q1 feedback”

5. Quiz Settings

For quizzes, configure scoring, timing, behavior, and result display options.

Tool used: update_quiz_settings

Available settings:

Scoring mode: Points, Percentage, Pass/Fail, or Personality
Passing score: Set a threshold percentage for pass/fail
Time limit: Enable timed quizzes with a total time limit in minutes
Question/answer randomization: Shuffle questions and/or answer order
Instant feedback: Show correct/incorrect after each question
Score display: Show or hide the final score
Correct answers: Show correct answers after submission, never, or always
Retakes: Allow retakes with optional max attempt limit

Example prompts:

“Enable a 30-minute time limit”
“Turn on instant feedback after each question”
“Set the passing score to 70%”
“Allow 3 retake attempts”
“Switch to personality scoring mode”
“Randomize question order”

6. Conditional Logic & Branching

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:

Show / Hide: Show or hide a field based on another field’s value
Required / Optional: Make a field required or optional based on conditions
Jump to page: Skip to a specific page based on an answer

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:

“If they select ‘Yes’ on the newsletter question, show the email field”
“Hide the phone field if email is provided”
“If they answer ‘Option A’, route them to the congratulations page”
“Show me all the logic rules on this form”
“Make the company field required only if they select ‘Business’ as account type”

Page routing rules are evaluated in order — the first matching rule wins. You can set a default destination for when no rules match.

7. Analytics & Data

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:

Total views, unique visitors, and conversion rate
Daily submission trends
Top countries by submissions
Average, minimum, and maximum completion time

Quiz analytics additionally include:

Average score and percentage
Pass/fail count and pass rate
Score distribution across 5 buckets (0-20%, 21-40%, 41-60%, 61-80%, 81-100%)
Per-question accuracy (sorted by difficulty)
Personality type distribution (for personality quizzes)

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:

“Show me analytics for this form”
“What’s my conversion rate over the last 30 days?”
“Show me the last 10 submissions”
“Who scored highest on this quiz?”
“Show me failed submissions only”
“Get submissions from the US”
“What forms do I have?”
“Which questions are the hardest?”

8. Optimization Advice

Ask the co-pilot to analyze your form and suggest improvements. Focus areas include:

UX: User experience and flow improvements
Conversions: Tips to increase completion rate
Accessibility: Making your form accessible to all users
Length: Whether your form is too long or too short
Design: Visual and layout suggestions

Tool used: suggest_improvements

Example prompts:

“Analyze this form and suggest improvements”
“How can I improve my completion rate?”
“Give me accessibility suggestions”
“Is this form too long?”

Understanding Tool Cards

When the co-pilot makes changes to your form, you’ll see tool cards in the chat that show exactly what happened:

A green dot indicates a successful action
A red dot indicates a failed action
A brief description of what was done (e.g., “Adding field: Email Address”)
An expand arrow to view the full technical details of the operation

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.

Conversation Features

Conversation Memory

The co-pilot remembers your full conversation context. You can ask follow-up questions naturally:

“Add a company name field”
“Actually, make that a dropdown instead”
“And make it required”

For long conversations (20+ messages), the co-pilot automatically summarizes older messages to maintain context without losing track of what was discussed.

Conversation Persistence

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.

New Conversation

Click the + button in the panel header to start a fresh conversation. This clears the context and shows the welcome screen again.

Keyboard Shortcuts

Enter — Send message
Shift + Enter — New line in message
Escape — Close the co-pilot panel

Smart Routing

The co-pilot automatically chooses the best AI model for your request:

Simple queries (viewing form details, quick questions) use a faster, lighter model for instant responses
Complex operations (adding fields, changing design, setting up logic, analyzing data) use a more powerful model for accuracy

This happens automatically — you don’t need to do anything. The co-pilot picks the right model based on what you ask.

Usage Limits

Co-pilot usage is included with every Uplup plan:

All plans: 1,000 messages per month.

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.

Complete Tool Reference

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

Tips for Best Results

Be specific — “Add a required email field labeled Work Email” works better than “add a field”
Reference fields by name — “Make the email field required” is clearer than “make the third field required”
One thing at a time — The co-pilot can handle multiple requests in one message, but simpler requests get faster, more accurate results
Review changes — Always check the form builder after the co-pilot makes changes to confirm they look right
Use the Stop button — If a response is going in the wrong direction, click the red stop button to abort
Use undo/redo — The form builder’s undo/redo buttons work on co-pilot changes too

FAQ

Where is the co-pilot available?

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.

Can the co-pilot undo changes?

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”).

Does it work on mobile?

Yes. On mobile devices, the co-pilot opens as a bottom sheet that covers most of the screen for easy typing and reading.

Is my data safe?

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.

What happens when I reach my message limit?

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.

Can I use the co-pilot on forms created by someone else on my team?

Yes. The co-pilot works on any form or quiz within your workspace, regardless of who created it.

Does the co-pilot work with both classic and conversational (card-form) layouts?

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.