Today, FormAssembly announced the general availability of our new digital process automation platform, which combines compliant data collection with enterprise-grade workflow automation.
As AI continues to evolve the way our customers work and the way their end users share sensitive data, we’ve transformed our platform with the next generation of our built-in agentic AI assistant, Fai, which enables teams to build forms, workflows, and integrations in seconds from plain-language instructions. Guided intake agents accelerate secure data collection and automate processes, with even more built-in governance and compliance guardrails for our customers in highly regulated industries.
Below is an overview of what the new platform includes, how it handles AI, and frequently asked questions.
Key Takeaways
- The new FormAssembly platform is a digital process automation platform that brings data collection and workflow automation together, with security and governance built into every step.
- Fai, FormAssembly’s AI assistant, can build forms, workflows, and integrations from plain-language instructions in seconds.
- Intake agents can collect information through voice and chat conversations alongside traditional forms and turn it into structured data.
- A fully documented API and MCP server let customers connect external systems and AI agents to FormAssembly so that they can seamlessly build and automate in the systems they work in today and into the future.
- People stay in the loop on AI. They review and approve AI actions, every AI action is recorded in the audit trail, and teams can build manually when they prefer, or toggle AI off completely.
What Is the New FormAssembly Platform, and Why Was It Rebuilt?
The new FormAssembly platform is a digital process automation platform that unifies FormAssembly’s data collection with workflow automation in a single user experience.
FormAssembly rebuilt the platform because the work customers do has changed. Most critical business processes start when a person shares information with an organization. What begins as a simple form can trigger a complex series of workflows involving sensitive data, multiple systems, and critical business decisions.
Until now, organizations have generally had to choose between two kinds of tools:
- Basic form tools that are brittle and lack compliance
- Process management platforms that are bulky, expensive, and take months to implement
The result can be a patchwork of disconnected tools, growing IT backlogs, and compliance gaps that go unnoticed until an audit. The new FormAssembly platform addresses this by bringing data collection and workflow automation together, with security and governance built into every step.
“For 20 years, FormAssembly has helped organizations securely collect information from the people they serve. Our new platform brings together everything we’ve learned over those two decades with a completely redesigned experience that was built for the AI era. As organizations rethink how work gets done, they need technology that can keep pace with innovation and keep them in control. We’re giving our customers the foundation to build and automate the processes they need today, while preparing them for entirely new ways of working in the future.”
– Cedric Savarese, CEO and Founder of FormAssembly
What Does the New FormAssembly Platform Include?
The new FormAssembly platform includes four main capabilities:
- Unified, AI-assisted builder: A single no-code environment brings form creation, workflow automation, and integrations together. The Fai assistant builds complete processes that are compliant by design from plain-language instructions in seconds, work that previously took days or weeks.
- Extensible, agent-ready architecture: Native connectors, webhooks, and a fully documented API and MCP server enable customers to connect external systems and AI agents directly to FormAssembly. Users can create and manage forms and workflows through their preferred AI tools while maintaining centralized governance over the underlying data and processes.
- Intake agents: Innovative new guided intake AI agents securely collect information from unstructured conversations via voice and chat, transforming it into clean, structured data that is ready to power workflows, analysis, AI, and more.
- Built-in governance and compliance: Data and process governance allows organizations to codify internal governance rules and evaluate every workflow against compliance policies before publishing.
How Does AI Work on the New FormAssembly Platform?
AI on the new FormAssembly platform is designed to meet organizations wherever they are on their AI journey, and it takes a human-first approach. People stay in the loop to review and approve AI actions, and those actions are continually recorded in the audit trail.
Teams can use AI in three ways:
- Build with Fai. Fai has evolved from a form-building assistant into a full platform agent. It can help with tasks from building end-to-end processes to configuring connectors and answering questions about an account.
- Deploy intake agents. Intake agents guide respondents through the data collection experience, making them more efficient.
- Connect their own agentic systems. Because AI agents can perform the same tasks as human users, organizations can create and manage processes through external AI tools.
On the new FormAssembly platform, AI is always optional. Users can build processes manually when they want greater control or need to follow internal policies on AI use. They can also remove all AI tools from the platform if they choose.
What Plans Are Available on the New FormAssembly Platform?
With the new platform, FormAssembly is debuting three plans that offer increasing levels of automation and governance capabilities: Collect, Automate, and Enterprise.
| Plan | Designed for | Why choose it |
|---|---|---|
| Collect | For getting started with data collection | Build fast, standardize the data you collect, map it to your systems, and easily capture documents and signatures. |
| Automate | For teams automating a process | Automates your whole process, not just the form — including approvals, routing, and multi-party signing, with dashboards for admins. |
| Enterprise | For governing data at scale | Controls for organizations that collect regulated or sensitive data — policies enforced from the start, and full visibility for ultimate compliance. |
Document generation and e-signature tools are available on every new plan. FormAssembly continues to offer their Gov Cloud plans, designed to support the compliance needs of State, Local, Federal, and DoD organizations in specialized FedRAMP and DoD IL4 environments.
See the New FormAssembly Platform
To learn more about the new FormAssembly platform, book a demo or request a trial.
Explore More Coverage
Read our official press release and SiliconANGLE exclusive.
Frequently Asked Questions
What is the new FormAssembly platform?
The new FormAssembly platform is a digital process automation platform that combines compliant data collection with enterprise-grade workflow automation. It is generally available as of November 9, 2026.
What is Fai?
Fai is FormAssembly’s built-in agentic AI assistant. It builds forms, workflows, and integrations from plain-language instructions, and it can also help configure connectors and answer questions about an account.
Do I have to use AI on the new FormAssembly platform?
No, AI is optional on the new FormAssembly platform. Users can build processes manually, and removing all AI tools from the platform is still an option. When AI is used, people review and approve AI actions, and those actions are recorded in the audit trail.
What are intake agents?
Intake agents are AI agents that securely collect information from unstructured conversations by voice and chat and turn it into clean, structured data that is ready to power workflows, analysis, and AI.
Can I connect my own AI tools to FormAssembly?
Yes, the new FormAssembly platform has a fully documented API and MCP server that let customers connect external systems and AI agents. Users can create and manage forms and workflows through their preferred AI tools while keeping centralized governance over the underlying data and processes.
Which industries does FormAssembly serve?
FormAssembly serves highly regulated industries including healthcare, higher education, financial services, nonprofit, and public-sector agencies with FedRAMP requirements.
What happens to existing FormAssembly customers?
Access to the new platform is coming soon for current customers. For now, existing FormAssembly customer accounts remain unchanged, and upcoming renewals will proceed as normal. Join us for the customer debut of the new platform in our upcoming webinar.
