FormAssembly Unveils Comprehensive Platform Overhaul with AI Innovations
FormAssembly Inc., a leading provider of online data collection and workflow automation software, has announced a significant overhaul of its platform, broadening its functionality to automate intricate business processes utilizing artificial intelligence.
The updated platform, which took seven months to develop, integrates form creation, workflow automation, software integrations, and compliance management within a single no-code environment. This evolution enables users to transform data collection into comprehensive process automation.
A key feature of the new platform is the introduction of conversational AI agents capable of gathering information via natural language interactions. Additionally, the platform offers support for the Model Context Protocol (MCP), allowing third-party AI agents to seamlessly interact with FormAssembly’s services.
This launch marks a pivotal expansion for FormAssembly, which has spent the last two decades focused on assisting organizations in securely collecting structured information and integrating it into their operations. “We’re about how people share information with organizations and what happens after that,” noted founder and Chief Executive Cedric Savarese.
The enhanced platform builds on the foundation laid by the AI assistant introduced last October, which allowed users to generate forms and set up workflows using natural language commands. The latest iteration broadens these capabilities to encompass entire business processes, including approvals, document generation, electronic signatures, and payment processing.
For instance, a municipal government aiming to streamline the process for obtaining a park event permit could utilize the platform’s assistant, named Fai, to automatically generate required forms, manage approval workflows, and outline documentation needs.
“You can explain what you need in plain English to your agent, and the agent will construct the entire process in a matter of minutes,” Savarese explained. The AI-assisted builder is said to significantly decrease the time required for development, reducing it from days or weeks to mere minutes, based on the recreation of existing customer workflows.
Conversational Intake Agents Enhance User Experience
The platform also features conversational intake agents that replace traditional forms with interactive voice or text conversations. These agents leverage predefined data structures to guide dialogues, respond to inquiries, and convert unstructured responses into usable information for downstream systems.
Moreover, these agents can personalize interactions based on previously collected data. However, Savarese emphasized a commitment to privacy, stating, “The default for us is privacy. You only decide what information needs to be collected and what information is relevant for that particular task for the AI agent.”
FormAssembly has opted to utilize cutting-edge AI models primarily sourced from Anthropic PBC, rather than creating its own. According to Savarese, the company maintains zero-retention agreements with both Anthropic and OpenAI Group PBC, ensuring the protection of customer data.
Additionally, the revamped platform incorporates governance features that assess workflows against established compliance policies prior to publication. Customers can utilize predefined rules or customize their own requirements, with any potential violations flagged for human review instead of being automatically blocked.
With MCP support and application programming interfaces, customers are empowered to create and manage FormAssembly workflows through external systems without needing to rely on the software’s traditional user interface. Savarese indicated that this strategy aims to safeguard established software companies from the risk of being rendered obsolete by AI agents.
The company is not positioning itself as a direct competitor to comprehensive business process management providers such as ServiceNow Inc. Instead, it intends to focus on automating processes starting from the collection of information from users.
For current customers, there will not be an immediate requirement for migration; Savarese confirmed that transitions are not expected until January. While pricing for existing users remains undetermined, more advanced automation features may include additional charges based on their current subscription levels.
Founded in 2006, FormAssembly raised its initial outside funding of $10 million in 2019 after operating for 13 years without external investment. The company boasts a customer base that spans various regulated industries, including healthcare, financial services, education, and government.