eForms Assistant
The eForms Assistant powered by Ida brings real-time, AI-powered help to both end users and form builders - right when and where they need it. The eForms Assistant comes built-in with the 3.70.00 release of GT eForms, with all necessary components included. Enabling it in your environments requires only a few setup steps.
Request your Client Keys
The first step in the process is to contact GT Support and request your client keys for the eForms Assistant service. These unique keys are required to enable the eForms Assistant. Support will need the following pieces of information to get your keys generated.
- What version of GT eForms are you currently using?
- Which PeopleSoft pillar(s) would you like to enable the eForms Assistant in?
- How many environments within each pillar should the eForms Assistant be available in?
Notes on Environments and Client Keys
Your eForms Assistant data is organized by pillar and then by environment. Each environment where the Assistant has a client key installed and the eForms Assistant enabled will maintain its own unique set of data—like form descriptions and FAQs. When a user interacts with the Assistant, responses are generated only from the data in that specific environment. This means you can safely test different FAQs in one environment without affecting others—perfect for experimenting!
You’re welcome to request client keys for as many environments as you need. However, enabling the eForms Assistant in one environment doesn’t require you to enable it everywhere. In environments where the Assistant is not enabled, everything will work just as before—except the chat bubble won’t appear.
The Assistant is also designed to gracefully handle environment refreshes, so your setup stays intact when moving data between environments.
You may also request client keys for additional pilars and environments at any time.
Consider your network security
The eForms Assistant works by sending your form descriptions, FAQs, and helpful links to the Gideon Taylor Ida system through a secure web service. This data becomes part of the Assistant’s knowledge base specific to your environment, helping it generate accurate, helpful responses.
Also, when users interact with the Assistant, their chats happen directly from their browser to the chat servers using a secure HTTPS web-socket connection.
To ensure smooth operation, you might need to adjust your firewall settings to support this traffic.
When you request your client keys our team will provide you with a document detailing these connections. If you would like to review these details prior to requesting your client keys, you may contact GT Support and request the firewall considerations for the eForms Assistant.
Install and Activate your client keys
Once you have received your client keys they will need to be entered into the eForms Assistant Setup page and then activated from each environment where it will be used. This page can be accessed by navigating to:
Main Menu > Manage GT eForms 3.x > GT Functional Setup > GT System Setup > eForms Assistant Setup.
For more details on using this page, check out the eForms Assistant Setup guide.
Enable the Assistant on a Form Type
To make the eForms Assistant available to your form users, you’ll need to enable it for each form type in Form Setup. To help the Assistant provide meaningful answers, be sure to include a helpful description of the form and a solid set of FAQs tailored to that form type.
For more information on using the eForms Assistant Tab in Form setup, check out the Form Setup: eForms Assistant Tab.
Migrating the eForms Assistant configuration
Migrating your eForms Assistant data is a straightforward process. After installing your client keys, you'll want to copy the configuration to each environment in your stack and then activate the appropriate key in each one as you go.
The easiest way to do this is by migrating the contents of a single table: G3IDA_INSTALL. Using DMS:
EXPORT PS_G3IDA_INSTALL;
Once the data is migrated into an environment, head to the PIA and activate the client key from the eForms Assistant Setup page. Then repeat the process up your environment stack. Once you get to Production all client keys should be activated.
All form knowledge data entered in Form Setup will automatically migrate along with the form type using Form Transporter.