Core Forms: Create Forms, Surveys, and Assessments—Then Complete Them by Web or AI Voice.
Core Forms is a platform for building digital forms, questionnaires, intake workflows, surveys, and assessments, then collecting every response in a consistent, structured format.
Its strongest capability is AI voice. The same form can be completed through a natural phone conversation, where the AI asks each question, understands spoken responses, handles follow-ups, and converts the conversation into structured data automatically.
Forms can also be delivered through web, SMS, email, API, and file-based workflows—all managed from one secure, multi-tenant platform.
Start a conversationDesign visually, with an AI co-author
Visual form editor
- Dynamic questions, sections & pages, multiple question types
- Conditional questions, branching, and skip logic
- Validation rules, required fields, help text & scoring rules
- Draft / published versions, duplication, template cloning
- Import / export and configurable completion messages
- Brand-specific presentation per tenant
AI-assisted authoring
- Corrects grammar and rewrites unclear questions as you build
- Improves answer options; flags ambiguous questions
- Generates suggested questions and answer choices
- Converts rough notes into a structured questionnaire
- Translates the form at edit time — not per-respondent, per-response
- Keeps wording consistent across sections
Ready-made templates, real form types
Surveys, assessments, intake forms, questionnaires, screenings, follow-ups, customer-satisfaction, education, financial follow-up, employee and research forms, and operational checklists.
Clinical templates require proper governance and do not replace licensed clinical judgment.
Delivery on every channel — including the phone
- Secure, mobile-responsive web forms and embedded forms
- SMS and email invitations with per-recipient links
- API- and webhook-based intake; CSV / JSON / file-based campaigns; batch outreach
- AI voice interviews through Core Voice — questions asked conversationally, natural-language answers converted to structured values
- Voice interviews confirm ambiguous answers, handle interruption, follow branching logic, save partial progress, and resume
- Configured alerts detected during assessment completion, with escalation when required
Campaigns, cohorts, and tenants
Campaign management
- Target groups, cohorts & uploaded recipient lists
- Channel selection and scheduling per campaign
- Tracks invitations, delivery, starts, completions, failures & opt-outs
- Retries failed contacts; segments by customer, organization, language, or workflow
- Recipient-specific links or call payloads
Multi-tenant by design
- Separate organizations with isolated data
- Tenant-specific branding, users, forms, workflows & integrations
- Branded email, SMS, web forms, completion pages & reports
- Configurable roles, permissions & notification settings
- Client-specific domains or URLs where configured
Languages
20+ languages including English, Spanish, Haitian Creole, Portuguese, Italian, French, German, Russian, Japanese, and Chinese — translated at edit time with language-specific question review and channel-specific language selection.
Structured data out, wherever you need it
Text, numbers, dates, choices, scales, scores, addresses, contact details, attachments, uploads, voice-derived answers, computed results, and derived risk indicators — delivered as JSON, SQL, REST APIs, webhooks, CSV, custom text files, or secure file transfer. Downstream: case creation, data-warehouse loads, client-specific schemas, workflow triggers, reporting feeds, transcripts, and PDF output with custom data mappings.
Workflow automation
Trigger outreach from external systems, follow up based on answers, route high-risk responses, notify staff, create cases, schedule additional contact, send confirmations and secure links, invoke webhooks, write results to SQL, export files, route incomplete forms, and escalate on scoring or response rules.
Reporting and security
- Completion / response rates, channel effectiveness, campaign status
- Question-level results, assessment scores, cohort comparisons
- Incomplete-form and outreach-failure analysis, language distribution, risk summaries
- Exportable reports, voice-interview transcripts, PDF call-analysis reports
- Authenticated access, encryption, role-based permissions, tenant isolation, audit logs
- Secure file handling, protected links, controlled exports, configurable retention, secure cloud storage
Core Forms is built on a HIPAA-ready architecture. "HIPAA-ready" does not itself establish compliance — final compliance depends on deployment, contracts, operational controls, access policies, logging, training, and the specific use case.
Representative use cases
Put one assessment on every channel.
Bring a form you run today — we'll show it as a web form, an SMS campaign, and a phone interview.