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Form-Filling Copilot

examples/v1/form-filling/README.md

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Form-Filling Copilot

Transform tedious form-filling into natural conversations. Your AI assistant asks the right questions, understands context, and completes forms for you—no more field-by-field drudgery.

Click here for a running example

<div align="center"> <a href="https://copilotkit.ai" target="_blank"> </a> <a href="https://nextjs.org" target="_blank"> </a> <a href="https://ui.shadcn.com/" target="_blank"> </a> </div>

🛠️ Getting Started

Prerequisites

  • Node.js 18+
  • npm, yarn, or pnpm

Installation

  1. Clone the repository:

    bash
    git clone https://github.com/CopilotKit/CopilotKit.git
    cd CopilotKit/examples/copilot-form-filling
    
  2. Install dependencies:

    bash
    pnpm install
    
    <details> <summary><b>Using other package managers</b></summary>
    bash
    # Using yarn
    yarn install
    
    # Using pnpm
    npm install
    
    </details>
  3. Create a .env file in the project root and add your Copilot Cloud Public API Key:

    NEXT_PUBLIC_COPILOT_PUBLIC_API_KEY=your_copilotkit_api_key
    
  4. Start the development server:

    bash
    pnpm dev
    
    <details> <summary><b>Using other package managers</b></summary>
    bash
    # Using yarn
    yarn dev
    
    # Using pnpm
    npm run dev
    
    </details>
  5. Open http://localhost:3000 in your browser to see the application.

🧩 How It Works

This demo uses several key CopilotKit features:

CopilotKit Provider

This provides the chat context to all of the children components.

<em>app/layout.tsx</em>

tsx
export default function RootLayout({
  children,
}: Readonly<{ children: React.ReactNode }>) {
  return (
    <html lang="en">
      <body
        className={`${geistSans.variable} ${geistMono.variable} antialiased`}
      >
        <CopilotKit
          publicApiKey={process.env.NEXT_PUBLIC_COPILOT_PUBLIC_API_KEY}
        >
          {children}
        </CopilotKit>
      </body>
    </html>
  );
}

CopilotReadable

This provides the form fields and their current values to the AI so it understands the current state of the form and session.

<em>components/IncidentReportForm.tsx</em>

tsx
useCopilotReadable({
  description: "The security incident form fields and their current values",
  value: formState,
});

<em>app/page.tsx</em>

tsx
useCopilotReadable({
  description: "The current user information",
  value: retrieveUserInfo(),
});

CopilotAction

This allows the AI to update the form fields.

<em>components/IncidentReportForm.tsx</em>

tsx
useCopilotAction({
  name: "fillIncidentReportForm",
  description: "Fill out the incident report form",
  parameters: [
    {
      name: "fullName",
      type: "string",
      required: true,
      description: "The full name of the person reporting the incident",
    },
    // other parameters ...
  ],
  handler: async (action) => {
    form.setValue("name", action.fullName);
    form.setValue("email", action.email);
    form.setValue("description", action.incidentDescription);
    form.setValue("date", new Date(action.date));
    form.setValue("impactLevel", action.incidentLevel);
    form.setValue("incidentType", action.incidentType);
  },
});

📚 Learn More

Ready to build your own AI-powered form assistant? Check out these resources:

CopilotKit Documentation - Comprehensive guides and API references to help you build your own copilots.

CopilotKit Cloud - Deploy your copilots with our managed cloud solution for production-ready AI assistants.