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How to Manage External Forms with the AI Assistant

Updated over 3 weeks ago

Create and update external request forms that feed into work order creation.

What you can say

  • "Create a tenant maintenance request form with fields for location, description, urgency, and photo upload."

  • "Update the external form β€” add a required field for the tenant's phone number."

  • "Review the routing on our external form and suggest improvements."

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