GravityPilot

GravityPilot

GravityPilot Documentation

Documentation
GravityPilot

Table of Contents

1. Introduction

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Overview of GravityPilot

GravityPilot is an innovative WordPress plugin designed to streamline and enhance your form creation process using the power of AI. Built to integrate seamlessly with Gravity Forms, GravityPilot leverages OpenAI’s advanced GPT models to intelligently generate form templates based on a simple description of your needs. Whether you are a seasoned web developer or a business owner, GravityPilot acts as your smart assistant, automatically generating forms tailored to your specific requirements.

Why Use GravityPilot?

Creating forms can often be a time-consuming and repetitive task, especially when they require detailed configurations and complex field setups. GravityPilot simplifies this process by automating form creation and offering intelligent suggestions for fields, layouts, and settings based on your input.

Here are some key benefits of using GravityPilot:

  • Time-Saving Efficiency: Skip the manual setup and let GravityPilot handle the details. This allows you to focus on other important tasks, significantly reducing the time spent on form creation.
  • Expert-Level Form Generation: Describe your form needs in plain language, and GravityPilot will create a detailed, industry-specific form complete with tailored fields and options, ensuring your forms are comprehensive and professional.
  • Seamless Integration: GravityPilot works directly within the Gravity Forms environment, enhancing your forms without complicating your workflow. There's no need to learn a new system—just install the plugin and start creating.
  • Versatility and Flexibility: With multiple GPT models to choose from, including GPT-4o, 4o mini, 4 Turbo and GPT-3.5 Turbo, GravityPilot provides flexibility to match your specific form generation needs, whether for simple contact forms or complex multi-step applications.
GravityPilot is your go-to solution for effortless and intelligent form creation, combining the best of AI technology with the trusted capabilities of Gravity Forms.

2. Getting Started

Installation and Activation

Getting started with GravityPilot is simple. Follow these steps to install and activate the plugin on your WordPress site:

1. Download the Plugin:

  • Visit the GravityPilot website or the WordPress Plugin Repository to download the GravityPilot plugin.

2. Upload the Plugin to WordPress:

  • In your WordPress admin dashboard, navigate to Plugins > Add New.
  • Click the Upload Plugin button at the top of the page.
  • Choose the GravityPilot plugin file you downloaded and click Install Now.

3. Activate the Plugin:

  • Once the plugin is installed, click the Activate button. You will now see GravityPilot listed in your plugins menu.

Plugin Requirements

Before you start using GravityPilot, make sure your environment meets the following requirements:

  • WordPress Version: GravityPilot requires WordPress version 5.6 or higher.
  • PHP Version: Make sure your server is running PHP 7.4 or higher for optimal performance.
  • Gravity Forms: The GravityPilot plugin works seamlessly with Gravity Forms. Ensure you have the latest version of Gravity Forms installed and activated.
  • OpenAI API Key: To utilize the AI-powered features of GravityPilot, you’ll need an OpenAI API key. You can obtain this by signing up for an API account on the OpenAI website.

Initial Setup

Once GravityPilot is activated, you’ll need to configure some initial settings:

1. Access GravityPilot Settings:

  • In the WordPress admin dashboard, navigate to GravityPilot in the left-hand menu. Click on it to access the plugin's settings page.

2. Add Your OpenAI API Key:

  • On the settings page, you will see a field to enter your OpenAI API key. Copy the API key you received from OpenAI and paste it into this field.
  • Click Save & Configure to store your API key securely.

3. Select Your Preferred GPT Model:

  • GravityPilot offers multiple GPT models, including GPT-4o, 4o mini, 4 Turbo and GPT-3.5 Turbo. Choose the model that best suits your needs from the dropdown menu.
  • Each model has different capabilities and costs, so select the one that aligns with your project requirements. *GPT 4o mini seems the be the most versatile and cost effective so far.

4. Set Token Limits:

  • You can control the maximum number of tokens used in API calls to manage costs and performance. Enter your preferred token limit in the designated field.
  • Click Save & Configure to apply your changes.

5. Configure Additional Settings:

  • You can customize various settings based on your needs, such as default form descriptions, model preferences, and token limits.
  • Be sure to click Save & Configure after making any changes.
Congratulations! You’ve successfully installed, activated, and configured GravityPilot. You’re now ready to start creating intelligent, AI-powered forms.

3. Using GravityPilot

Basic Features

GravityPilot is designed to make form creation quick and easy, providing a range of intelligent features to help you build complex forms effortlessly. Here’s an overview of the basic features:
  • Intelligent Field Suggestions: Based on your form description, GravityPilot suggests the most appropriate fields and settings, ensuring your form is tailored to your specific needs.
  • Multiple GPT Models: Choose from various GPT models to generate form fields, each offering different capabilities to suit your project requirements.
  • Seamless Integration: GravityPilot works within the familiar Gravity Forms environment, meaning you don’t need to learn a new system.

Creating Your First Form

Creating your first form with GravityPilot is straightforward. Follow these steps to get started:

1. Navigate to GravityPilot:

  • In your WordPress admin dashboard, click on GravityPilot in the left-hand menu to access the plugin’s main page.

2a. Provide a Form Description:

  • In the form description field, write a detailed description of the form you want to create. Be as specific as possible to ensure the AI understands your needs.
  • Example: "A job application form for a marketing position, including fields for personal details, education, work experience, skills, and a cover letter upload."

2b. Use the GravityPilot GPT Companion:

  • Click on the GravityPilot GPT Companion link to open a new tab with the companion tool. This tool helps refine your form description and generate the best possible field suggestions
  • See more on GPT Companion
  • Copy the refined description from the companion tool and paste it back into the GravityPilot form description field.

3. Import Field Suggestions:

  • Once you’ve provided a form description, click the Import Form from OpenAI button. GravityPilot will send your description to OpenAI and return a list of suggested fields.
  • Wait for the process to complete (this may take up to 45 seconds or longer depending on description length).

4. Review Suggested Fields:

  • Once the field suggestions have been imported, you will see a list of suggested fields and their configurations at the bottom of the page in JSON and RAW OpenAI formats. Review these to ensure they meet your needs.

5. Create the Form:

  • If you’re happy with the suggestions, click the Create Gravity Form button. GravityPilot will automatically generate the form within Gravity Forms, complete with all suggested fields and settings.
  • You can now view and edit the form in the Gravity Forms backend.

Advanced Features

For more advanced users, GravityPilot offers several features to further customize and optimize your form creation process:

Choosing a GPT Model:

  • GravityPilot supports multiple GPT models, each suited to different use cases. The GPT-4o & GPT4o mini is ideal for high-performance, complex tasks, while GPT-3.5 Turbo is a more cost-effective option for simpler forms.
  • Select the appropriate model from the plugin settings based on your project’s requirements.

Managing Token Usage:

  • You have full control over the maximum number of tokens used in API calls. This allows you to balance cost and performance depending on the complexity of the forms you are generating.
  • Adjust the token limit in the plugin settings to manage API usage effectively.

Using the GravityPilot GPT Companion for Advanced Descriptions:

  • The GravityPilot GPT Companion is an advanced tool for refining your form descriptions and generating complex, highly detailed forms.
  • Use this tool to create descriptions that leverage industry-specific knowledge, ensuring your forms are tailored precisely to your needs.
  • See More on GPT Companion

Editing Generated Forms

Once a form is generated, you may need to make some manual adjustments and add to.

4. Using GravityPilot with the Companion Custom GPT

Your assistant in form creation

GravityPilot’s full potential is unlocked when you use it alongside the Companion Custom GPT. This tool acts as an assistant and a playground, allowing you to create highly specific, detailed form descriptions that GravityPilot can transform into comprehensive, complex forms. Here’s how to use GravityPilot with the Companion Custom GPT for more advanced form creation:

Creating a Form with the Companion Custom GPT

1. Access the GravityPilot GPT Companion:

  • On the GravityPilot settings page in your WordPress admin dashboard, click on the GravityPilot GPT Companion link. This will open the Companion Custom GPT in a new tab, providing a dedicated interface for crafting detailed form descriptions.

2. Describe Your Form in Detail:

  • In the Companion Custom GPT interface, provide a thorough description of the form you want to create. Include as many specifics as possible, such as field types, form structure, and any industry-specific requirements.
  • Example Prompt: “I need a 40+ question job application form for an industrial construction company, including fields for personal information, job history, certifications, and a personality assessment using DISC and Myers-Briggs indicators. Integrate multiple-choice questions to gauge team integration and management style.”

3. Use the Companion GPT to Refine Your Description:

  • The Companion GPT will process your description and generate a refined, detailed form outline. It will also provide suggestions for field types, configurations, and additional questions that might be relevant based on the initial description.
  • Review the output provided by the Companion GPT. This may include an organized list of fields and settings that would best suit your form’s needs.

4. Expand and Modify the Form Description:

  • If the initial output isn't fully aligned with your needs, interact with the Companion GPT to expand or modify the description. You can ask the GPT to rephrase questions, add additional fields, or provide suggestions for different form scenarios.
  • Example Interaction: “Can you modify this form to include additional questions about project management experience and certifications?”

5. Copy the Refined Form Description:

  • Once you're satisfied with the output from the Companion GPT, copy the refined description provided. Make sure it encompasses all the fields, settings, and customization you want in your form.

6. Paste the Description into GravityPilot:

  • Return to the GravityPilot settings page in WordPress and paste the refined form description into the form description field.

7. Import Field Suggestions from OpenAI:

  • Click the Import Form from OpenAI button. GravityPilot will send your detailed form description to OpenAI and return a list of suggested fields and settings based on the Companion GPT’s refined output.
  • Wait for the process to complete (this may take up to 45 seconds or longer depending on description input length).

7. Review and Adjust Field Suggestions:

  • Review the field suggestions provided by GravityPilot to ensure they meet your exact requirements. The suggestions will now be more aligned with your specific needs due to the detailed input crafted with the Companion GPT.

7. Create the Form:

  • If the suggestions meet your needs, click the Create Gravity Form button. GravityPilot will automatically generate the form in Gravity Forms, complete with all the suggested fields, settings, and logic as per the detailed description.
  • You can now view, edit, and further customize the form in the Gravity Forms backend.

Maximizing the Use of Companion Custom GPT

  • Iterate for Perfection: Don’t hesitate to go back and forth with the Companion GPT to refine your form description further. The more specific you are, the better the output will be.
  • Experiment with Different Prompts: Use the Companion GPT to explore different form scenarios, ask for variations, or generate forms for different industries or applications. This flexibility allows you to create highly specialized forms tailored to diverse use cases.
  • Adjust Based on Output: Use the output from the Companion GPT as a starting point and modify it as needed. You can ask for more fields, fewer fields, or different field types to suit your exact requirements.

5. Form Management

Editing Generated Forms

After generating a form, you may need to make some adjustments to ensure it functions correctly and meets your exact needs:

1. Access the Generated Form:

  • Navigate to Forms > Gravity Forms in the WordPress admin dashboard.
  • Find the form you generated with GravityPilot and click Edit to open the form editor.

2. Customizing Field Settings:

  • Customize each field as needed. This includes changing labels, adjusting field types, adding placeholders, setting default values, and configuring advanced options like conditional logic and visibility.

Managing Notifications and Confirmations

GravityPilot also supports setting up notifications and confirmations for each form, helping you manage form submissions effectively:

1. Access Notifications Settings:

  • In the form editor, navigate to Settings > Notifications. Here, you can add new notifications or edit existing ones.
  • Notifications can be set to trigger on form submission and can be sent to multiple recipients. Customize the email content, subject, and recipients as needed.

2. Set Up Confirmations:

  • Confirmations provide feedback to users after they submit a form. In the form editor, go to Settings > Confirmations.
  • You can choose between a simple text confirmation, redirecting users to a specific page, or sending them to a custom URL. Configure the confirmation message or redirect options as required.

3. Advanced Notification and Confirmation Settings:

  • Utilize advanced options like conditional logic for notifications to send different messages based on user inputs.
  • Customize confirmation messages to enhance user experience, providing clear and immediate feedback.

6. Troubleshooting and FAQs

Troubleshooting Common Issues

While GravityPilot is designed to streamline your form creation process, you may encounter some common issues. Here’s how to troubleshoot them:

Issue: Date Fields Not Displaying Correctly

  • Symptoms: Date fields may not appear with the correct format or may not function as expected.
  • Solution: Edit the form in the Gravity Forms editor. Locate the problematic date field and set the default date format (e.g., MM/DD/YYYY) and calendar icon type (calendar, none, or custom). Save the form after making these changes to ensure the date field functions correctly.

Issue: Address Fields Not Working Properly

  • Symptoms: Address fields may be broken or uneditable, leading to form errors.
  • Solution: Edit the form in the Gravity Forms editor. Remove the malfunctioning address field and replace it with a new address field. Once added, configure the field settings as needed and save the form to ensure it functions properly.

Issue: Form Not Created or Causing Critical Error

  • Symptoms: After OpenAI’s suggestions are saved and I try to create a Gravity Form, there are no fields or editing/previewing causes a critical error.
  • Solution: Delete the form and try again.If using the GravityPilot GPT Companion, you may need to generate a new description as well.

Issue: OpenAI API Key Not Working

  • Symptoms: GravityPilot displays an error indicating that the OpenAI API key is missing or invalid.
  • Solution: Double-check that your API key is correctly entered in the GravityPilot settings. Make sure there are no extra spaces or incorrect characters. If the issue continues, generate a new API key from the OpenAI website and update it in the plugin settings.

Issue: Form Creation Fails with an Error

  • Symptoms: Attempting to create a form results in an error message or failure to create the form.
  • Solution: Check the form description for any ambiguous or unsupported instructions that might confuse the AI. Simplify the description and try importing the suggestions again. Ensure your server meets the plugin requirements, and you have sufficient API token limits set.

Frequently Asked Questions (FAQs)

What is GravityPilot, and how does it work?

GravityPilot is a WordPress plugin that integrates with Gravity Forms to automate form creation using AI. By providing a simple form description, GravityPilot uses OpenAI’s GPT models to generate intelligent field suggestions, creating detailed forms tailored to your needs.

GravityPilot updates are managed through the WordPress admin dashboard, like other plugins. When an update is available, you will see a notification. Click the update link to install the latest version. Always back up your site before performing updates.

GravityPilot supports multiple GPT models, including GPT-4 Turbo, GPT-3.5 Turbo, and more. Each model has different capabilities and costs. GPT-4 Turbo is ideal for complex tasks requiring advanced reasoning, while GPT-3.5 Turbo is suitable for simpler tasks and is more cost-effective. Choose the model based on your project needs and budget.
Absolutely! After GravityPilot generates a form, you can edit it using the standard Gravity Forms editor. This allows you to add, remove, or modify fields, customize settings, and adjust the layout to fit your specific requirements.
You can manage API token usage by setting a maximum token limit in the GravityPilot settings. This allows you to control costs and optimize performance based on the complexity of the forms you are creating.

First, ensure your WordPress and PHP versions meet the plugin requirements. Check for any plugin conflicts by temporarily deactivating other plugins. If the issue persists, consult the troubleshooting section of this documentation or contact our support team for assistance.

GravityPilot is designed to integrate seamlessly with Gravity Forms and is compatible with most Gravity Forms add-ons. However, some add-ons may have specific requirements or limitations. It’s always best to test compatibility in a staging environment before deploying to a live site.

GravityPilot updates are managed through the WordPress admin dashboard, like other plugins. When an update is available, you will see a notification. Click the update link to install the latest version. Always back up your site before performing updates.

8. Glossary

This glossary provides definitions for key terms and concepts used throughout the GravityPilot documentation. Understanding these terms will help you get the most out of your GravityPilot experience.
  • API (Application Programming Interface): A set of rules and tools for building software and applications. In GravityPilot, the API refers to the OpenAI API used to generate form suggestions.
  • AI (Artificial Intelligence): The simulation of human intelligence in machines. GravityPilot uses AI to analyze form descriptions and generate intelligent field suggestions.
  • Form Description: A detailed explanation of the type of form you want to create. This description is processed by the AI to generate field suggestions.
  • GPT (Generative Pre-trained Transformer): A type of AI model developed by OpenAI. GravityPilot uses various GPT models, such as GPT-4 Turbo and GPT-3.5 Turbo, to generate form fields based on user input.
  • Gravity Forms: A powerful WordPress plugin used to create custom forms. GravityPilot integrates with Gravity Forms to enhance its form-building capabilities with AI.
  • JSON (JavaScript Object Notation): A lightweight data-interchange format. GravityPilot uses JSON to format the data generated by the AI for creating forms.
  • Token: In the context of AI, a token can be as short as one character or as long as one word (e.g., "a," "word," "about"). In GravityPilot, tokens are units of processing used by the AI to generate responses.
  • Webhook: A method for one web app to send data to another in real-time. Webhooks can be used in Gravity Forms to automate actions based on form submissions.
  • WordPress: An open-source content management system (CMS) that allows users to create and manage websites easily.

9. Change Log

The change log provides a record of all updates, new features, improvements, and bug fixes made to GravityPilot. Keeping track of these changes helps users stay informed about the latest enhancements and fixes.

Version 1.0.0 - Initial Release

Release Date: [2024-09-01]

Initial release of GravityPilot.

Features include:

  • AI-powered form field suggestions based on user descriptions.
  • Integration with Gravity Forms for seamless form creation.
  • Support for multiple GPT models, including GPT-4 Turbo, 4o, 4o mini, and GPT-3.5 Turbo.
  • Customizable token limits to control API usage.
  • Advanced notifications and confirmations management.
  • Compatibility with most Gravity Forms add-ons.

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