⏳ Early Beta — Limited Access: Ask Indy is currently available by invitation to organisations that have opted in to trial it. Access will expand as the experience is refined. To join the early trial, reach out to the IndyForms team.
What Is Ask Indy?
Ask Indy is IndyForms' built-in AI assistant. Instead of manually navigating menus, setting up filters, or building forms from scratch, you can ask Ask Indy questions and give it instructions in plain English — and it will find the information, complete the task, or take you exactly where you need to go.
When Ask Indy finds relevant data, it presents results as formatted tables with direct links to the relevant records, so you can act on what you find without leaving the conversation.
What Ask Indy Can Do
Form Design and Building
Ask Indy can design and build new forms from scratch based on your requirements. Tell it what you need and it will configure field types, sections, permissions, and submission settings for you. You can also ask it to preview a form before publishing.
Example: "Build me an incident report form with sections for location, description, and witness details."
Querying Records
Ask questions about your existing form responses. Ask Indy can count submissions over a date range, list summaries across a form, retrieve individual records, or pull data by section.
Example: "Show me incident forms for the last six months, broken down by room."
Example: "Are there any expired blue cards on our staff register?"
Action Items
Ask Indy can create Action Items directly from the conversation and assign them to users with a label, description, and due date. It can also mark Action Items as complete and list them filtered by user, status, date range, form, or specific record.
Example: "Remind me to follow up with an action item on the contract to sign on Monday."
User Lookups
Ask Indy can list all users in your organisation, look up a specific user, and list users by role or group. User lookups are read-only — Ask Indy cannot create or modify user accounts.
Example: "Who is in the Supervisors group?"
Navigation Links
Ask Indy can link you directly to any part of IndyForms — forms, records, users, groups, the activity feed, templates, documents, merchant centre, or account settings.
Example: "Take me to the account settings page."
Datasets
Ask Indy can list available datasets and their columns, retrieve details on a specific dataset, and use datasets in form designs.
Example: "What columns are available in the staff register dataset?"
What Ask Indy Cannot Do Yet
Action | Status |
Edit existing form designs | Not yet available |
Create or modify records directly | Not yet available |
Update user accounts | Not yet available |
Delete anything | Not yet available |
These capabilities are planned for future releases. Ask Indy will let you know if you ask it to do something outside its current scope.
How to Use Ask Indy
Log in to IndyForms and look for the Ask Indy icon in the navigation bar or sidebar.
Click to open the Ask Indy panel.
Type your question or instruction in plain English and press Enter.
Ask Indy will respond with results, a formatted table with links to relevant records, a completed task, or a navigation link — depending on what you asked.
Continue the conversation to refine results, ask follow-up questions, or give additional instructions.
💡 IndyTip: The more specific your question, the more precise your results. Include date ranges, form names, user names, or field values where relevant — for example, "Show me incomplete maintenance requests assigned to Sarah from March to May" rather than "Show me maintenance requests."
Privacy and Security
Ask Indy is built with data security as a priority.
Powered by | Claude on AWS Bedrock |
Data residency | Australian data centres |
Compliance | Fully ISO-compliant |
Your data is processed within Australian AWS infrastructure and in line with IndyForms' existing privacy and security standards. Ask Indy respects your existing access permissions — users will only see results they are already authorised to view.
Frequently Asked Questions
Q. How do I get access to Ask Indy?
A. Ask Indy is currently in early beta and available by invitation only. To join the trial, reach out to the IndyForms team. A broader rollout is planned following the beta period.
Q. Can Ask Indy see all of my organisation's data?
A. Ask Indy queries form records and data that you have permission to access within IndyForms. It respects your existing access permissions — you will only see results you are already authorised to view.
Q. Can Ask Indy edit or delete my records?
A. Not yet. Ask Indy can read and query records, create Action Items, and build new forms — but it cannot edit existing records, modify form designs, update user accounts, or delete anything.
Q. Is my data safe when using Ask Indy?
A. Yes. Ask Indy is powered by Claude on AWS Bedrock, running exclusively in Australian data centres and fully ISO-compliant. Your data is processed within IndyForms' existing secure infrastructure.
Q. What happens if Ask Indy cannot find what I am looking for?
A. Ask Indy will let you know if it cannot find a match or if the request is outside its current capabilities. Try rephrasing your question or being more specific about the form, date range, or user you are looking for.
Q. Can Ask Indy build a complete form for me?
A. Yes. Describe the form you need — including sections, field types, and any permissions or submission settings — and Ask Indy will build it. You can ask it to preview the form before publishing.
💡 IndyTips
Ask in plain English — you do not need to use technical field names or system terminology. Ask Indy is designed to understand natural, conversational language.
Include time ranges to narrow record queries — for example, "last 30 days", "this financial year", or "between January and March."
Use Ask Indy to create Action Items on the spot — when a query surfaces something that needs follow-up, ask Ask Indy to create the Action Item directly from the conversation rather than navigating away.
Be specific about the form or dataset you are querying — if you have multiple forms with similar content, naming the form will return faster and more accurate results.
Use navigation links to jump to any part of the platform quickly — especially useful when switching between forms, records, and settings during a busy workflow.
Preview before publishing when using Ask Indy to build a form — this lets you review the structure and make adjustments before it goes live.
💬 Contact Support
Our team is available 24/7. Reach out via email or chat and our support team will be happy to help.