Websprint Forms AI

Description

Websprint Forms AI is a secure WordPress plugin for building structured, multi-step client intake workflows.

This plugin is an independent project by Websprint and is not affiliated with any unrelated third-party product using a similar name.

Plugin website: https://websprint.dev/tools/websprint-forms-ai

It is designed for law firms, consultants, agencies, clinics, real estate teams, finance professionals, HR teams, and service businesses that need more than a basic contact form.

With Websprint Forms AI, you can create branded intake forms, organize questions into steps, collect structured client information, save draft submissions, review entries in the admin, and prepare intake data for document-style outputs.

Instead of treating submissions as simple form entries, Websprint Forms AI helps turn each intake into a workflow your team can review, manage, and complete.

Key Features

  • Multi-step intake form builder inside the WordPress admin
  • Reusable field types for structured intake workflows
  • Step and field management for longer client forms
  • Secure draft saving with tokenized resume links
  • Admin entry review queue with status workflow
  • Client-facing submission dashboard
  • Email notifications for submissions and status changes
  • Document preview and PDF generation foundation
  • AI-assisted guidance using configurable AI providers
  • Fully responsive front-end form rendering
  • REST API endpoints for custom and decoupled workflows

Built For

  • Legal intake forms
  • Estate planning workflows
  • Client onboarding forms
  • Consulting discovery forms
  • Real estate inquiry forms
  • Medical or wellness intake forms
  • Financial planning intake
  • HR onboarding workflows
  • Service quote requests

Why Websprint Forms AI?

Most form plugins focus on collecting fields.

Websprint Forms AI focuses on the full intake process:

Form creation client completion draft saving submission review document preview PDF output workflow management.

It is built for teams that need structured client information, cleaner review processes, and a more professional intake experience inside WordPress.

External services

This plugin can connect to third-party services only when you enable the related feature in the plugin settings and complete that service’s setup.

OpenAI is used for AI field guidance, form generation, entry summaries, and Knowledge Search answers. The plugin sends the prompt text, selected model name, and any relevant document excerpts or entry text when those features are used so the AI provider can generate a response. OpenAI terms: https://openai.com/policies/terms-of-use. OpenAI privacy policy: https://openai.com/policies/privacy-policy.

Akismet is used for spam checking on form submissions. When enabled, the plugin may send submission text, IP address, user agent, referrer, and matching name/email fields for spam analysis before a submission is saved. Akismet terms: https://akismet.com/tos/. Akismet privacy policy: https://automattic.com/privacy/.

Google reCAPTCHA is used for bot protection when selected. The plugin sends the reCAPTCHA token and remote IP address during submission verification so Google can validate the challenge result. Google terms: https://policies.google.com/terms. Google privacy policy: https://policies.google.com/privacy.

Cloudflare Turnstile is used for bot protection when selected. The plugin sends the Turnstile token and remote IP address during submission verification so Cloudflare can validate the challenge result. Cloudflare terms: https://www.cloudflare.com/terms/. Cloudflare privacy policy: https://www.cloudflare.com/privacypolicy/.

hCaptcha is used for bot protection when selected. The plugin sends the hCaptcha token and remote IP address during submission verification so hCaptcha can validate the challenge result. hCaptcha terms: https://hcaptcha.com/terms. hCaptcha privacy policy: https://www.hcaptcha.com/privacy.

Privacy and data handling

Form entries, drafts, form schemas, and plugin settings are stored in your WordPress database on your site.

The plugin stores a hashed IP value with submitted entries for security and moderation purposes. Raw IP addresses may also be used transiently for submission throttling, Knowledge Search rate limiting, and remote challenge verification requests when those protections are enabled.

Knowledge Search stores monthly usage counters for embeddings and answers at the site level. The current core plugin does not store public visitor question text in a Knowledge Search AI log. If you enable Knowledge Search privacy mode, visitor search queries remain excluded from AI logs while rate-limit counters and aggregate usage tracking still apply.

Knowledge Search also includes a log-retention setting. If AI log rows exist, entries older than the configured number of days are automatically deleted.

Site owners are responsible for providing any required consent notices and privacy-policy disclosures for their own deployment, especially when enabling AI or third-party anti-spam services.

Core and optional features

Core intake form building, front-end rendering, draft saving, entry review, and document-style output work on your WordPress site without requiring a paid third-party account.

AI-powered guidance, AI-generated Knowledge Search answers, Akismet checks, and CAPTCHA provider verification are optional integrations that stay inactive until the site owner enables them and adds the required credentials.

The built-in math challenge works without third-party keys. Any Pro-labeled or future add-on features are optional enhancements and are not required for the core plugin workflow.

Screenshots

FAQ

Does Websprint Forms AI require an account?

No. Websprint Forms AI runs on your WordPress installation. An external AI provider account, such as OpenAI, is only needed if you enable AI features.

Where is submission data stored?

Submission data is stored in your WordPress database as intake entry records. Data is not sent to third-party AI providers unless optional AI features are enabled.

Can I use my own OpenAI API key?

Yes. The current setup supports configurable AI provider settings, so site owners can enter their own OpenAI API key in the plugin settings.

Can clients save and resume later?

Yes. Websprint Forms AI includes secure draft saving with tokenized resume links, allowing clients to continue long intake forms later without requiring a login.

Can I generate PDFs?

Yes. The plugin includes a document preview and PDF generation foundation for turning intake submissions into PDF outputs.

Is it mobile-friendly?

Yes. The front-end form renderer is fully responsive and designed to work across desktop, tablet, and mobile screens.

Can developers extend it?

Yes. Websprint Forms AI includes REST API support for custom, headless, or decoupled workflows, making it extendable for developers.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“Websprint Forms AI” is open source software. The following people have contributed to this plugin.

Contributors

Translate “Websprint Forms AI” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Changelog

1.0.13

  • Repaired single-page form schemas so imported or extension-updated fields stay visible and save correctly.
  • Added extension hooks for custom field rendering, repeater sub-field rendering, and field type sanitization.
  • Updated front-end forms to support multipart submissions for extension field types.
  • Improved builder preview refresh handling to avoid stale AJAX responses replacing newer previews.

1.0.12

  • Updated frontend and admin asset loading to use WordPress enqueue and inline style APIs.
  • Removed direct inline CSS output from plugin-rendered markup.

1.0.11

  • Aligned the release metadata with the current plugin version and shipped the latest SQL and form UI fixes.

1.0.10

  • Updated the plugin release metadata for the current compatibility baseline.

1.0.9

  • Resolved Plugin Check SQL preparation findings with documented handling for escaped, plugin-controlled table identifiers.
  • Improved release metadata and production-package validation.

1.0.3

  • Added editable compound-field layouts and parts for fullname and address controls in the form builder.
  • Restored live style-editor application in the builder preview and kept the preview styling in sync.
  • Expanded frontend rendering and schema sanitization so compound fields save and display with updated part labels, placeholders, and ordering.

1.0.2

  • Fixed the WordPress.org review blocker where activation tasks could run during normal requests by moving upgrades into a separate bootstrap-safe path.
  • Replaced short public prefixes such as websprint_forms_ai_* and websprint_forms_ai_* with websfoai_* or websprint_forms_ai_* across custom tables, CPT slugs, option keys, transients, JS globals, and admin actions.
  • Added upgrade migrations for legacy custom tables, post types, post meta keys, scheduled hooks, and Knowledge Search option names.
  • Cleaned up repository-facing SQL access patterns and uninstall cleanup so both current and legacy data names are handled consistently.

1.0.1

  • Added final WordPress.org review remediation for output escaping, public prefix hardening, uninstall cleanup, and release-package validation.
  • Switched primary public shortcodes, AJAX actions, REST namespaces, cron hooks, and JS globals to websprint_forms_ai* naming while preserving backward compatibility for existing installs.
  • Added direct-access protection to uninstall handling and updated uninstall cleanup to remove both new and legacy scheduled hooks.
  • Hardened the release ZIP build script with archive validation to prevent dev-only files and disallowed WordPress.org asset files from shipping.
  • Documented external service usage and updated release metadata for the repository submission flow.

1.0.0

  • Initial WordPress.org-ready release with multi-step intake forms, repeaters, draft saving, entry review, document previews, Knowledge Search, and AI guidance.
  • Added centralized AI feature gating so AI features stay disabled until an API key is configured.
  • Updated Knowledge Search admin tables, upload UI, document actions, tooltips, and pagination.
  • Added Entries form filtering and consistent table pagination controls.
  • Updated admin table styling and WordPress coding standards cleanup for repository submission.

0.2.1

  • Added centralized AI feature gating so AI features stay disabled until an API key is configured.
  • Added Basic/Free/Pro plan bridge hooks for future Pro add-ons and feature limits.
  • Improved Knowledge Search admin tables, upload UI, document actions, tooltips, and pagination.
  • Added Entries form filtering and consistent table pagination controls.
  • Updated admin table styling and WordPress coding standards cleanup for repository submission.

0.1.3

  • Added AI Knowledge Search foundation with document upload, private storage, chunking, embeddings, usage tracking, and admin document status views.
  • Added TXT, DOCX, and PDF knowledge document extraction support.
  • Added public Knowledge Search shortcode with guarded AI answers and source excerpts.
  • Added PDF parser dependency support with admin notices when the parser library is unavailable.
  • Updated Pro feature card copy and plugin FAQ content.

0.1.2

  • Added dashicon picker modal to the Form Override confirmation icon field.
  • Replaced preset icon button row with a searchable full dashicon grid.
  • Added PHP unit test scaffold.

0.1.1

  • Initial development release.