{"id":2203,"date":"2024-03-24T23:06:18","date_gmt":"2024-03-24T23:06:18","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/smart-requests\/"},"modified":"2025-08-11T06:53:53","modified_gmt":"2025-08-11T06:53:53","slug":"smart-requests","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/smart-requests\/","title":{"rendered":"How to use Smart Requests (AI)"},"content":{"rendered":"\n

With Smart Requests, you can create requests much<\/strong> faster. It\u2019s almost as fast & easy to send a request as it is to send an email.<\/p>\n\n\n\n

Instead of creating requests one question at a time, you can create an entire request in seconds.<\/p>\n\n\n\n

There are 2 ways you can use it.<\/p>\n\n\n\n

    \n
  1. Create from prompt<\/strong>: Describe the type of form or request you want to create, and AI will generate a list of questions, broken into sections. Data types and selectable options are generated automatically.<\/li>\n\n\n\n
  2. Create from file and\/or prompt<\/strong>: Upload a PDF document to be used as a base for creating the request and provide optional context for the file.<\/li>\n<\/ol>\n\n\n\n

    Note<\/strong>: Your questions and prompts are sent to a third party (OpenAI) for processing, so do not include sensitive data. Your information is\u00a0not<\/strong>\u00a0used to train models.<\/p>\n\n\n\n

    1. Create from prompt<\/h2>\n\n\n\n
    \"\"\/<\/figure>\n\n\n\n

    The first option is to describe what kind of request you\u2019d like to make and let Content Snare automatically generate your form. You can also name the request in the Request Name<\/strong> box. If you skip this step, the system will do it automatically based on the questions you\u2019re asking.<\/p>\n\n\n\n

    Click Next<\/strong> when you enter the prompt and Content Snare will create your request.<\/p>\n\n\n\n

    It\u2019s a good idea to include information like:<\/p>\n\n\n\n

      \n
    • Your industry: I\u2019m an accountant\u2026<\/li>\n\n\n\n
    • Your location: in Australia\u2026<\/li>\n\n\n\n
    • Relevant specializations: specializing in tax.<\/li>\n\n\n\n
    • What the form is for: I\u2019m onboarding new company clients\u2026<\/li>\n\n\n\n
    • Specific information that you\u2019d like to include: and need to gather information about the person, their business, other entities and their previous accountant.<\/li>\n\n\n\n
    • Request length: I\u2019d like at least 15 questions across 3 sections<\/li>\n<\/ul>\n\n\n\n

      Here are some prompt examples:<\/p>\n\n\n\n

        \n
      • I am a web designer and would like to create a questionnaire to understand what my client is looking for in a website. It should include questions around design, business goals and timeline.<\/li>\n<\/ul>\n\n\n\n
          \n
        • I am onboarding clients for my law firm that specializes in estate planning. I would like to collect information about my client, their family and goals.<\/li>\n<\/ul>\n\n\n\n
            \n
          • I am a business advisor. I have monthly check-in meetings with my clients. Before the meeting I need my client to answer questions about their progress since the last meeting.<\/li>\n<\/ul>\n\n\n\n

            2. Create from file and\/or prompt<\/h2>\n\n\n\n
            \"\"\/<\/figure>\n\n\n\n

            Another option is to upload a PDF document as the base for your request. You can click the box to select a file or drag and drop it there. Again, you can leave the request name blank to have it auto-generated. <\/p>\n\n\n\n

            Optionally, add context for your request by describing what you want to achieve. <\/p>\n\n\n\n

            When you\u2019re finished, click Next and let Content Snare create the request for you.<\/p>\n\n\n\n

            Important note<\/h2>\n\n\n\n

            This is an AI feature that uses a Large Language Model (LLM) to determine questions, data types, and options. You should always<\/strong> check the results to make sure everything is OK before sending.<\/p>\n","protected":false},"excerpt":{"rendered":"

            With Smart Requests, you can create requests much faster. It\u2019s almost as fast & easy to send a request as it is to send an email. Instead of creating requests one question at a time, you can create an entire request in seconds. There are 2 ways you can use it. Note:…<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"open","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1043],"ht-kb-tag":[],"class_list":["post-2203","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-deep-dive"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2203","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2203"}],"version-history":[{"count":2,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2203\/revisions"}],"predecessor-version":[{"id":2876,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2203\/revisions\/2876"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2203"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2203"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}