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AUTOMATICAI Studio

v0 Template

AI Discovery Form – Smart Client Intake & Lead Qualification

An adaptive AI-powered form that asks intelligent follow-up questions in real-time. Streamlines project requirement gathering and eliminates back-and-forth emails. Built with GPT-4o-mini, Next.js 15, and instant CRM integration. Free on v0.

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Free on v0 · AI-powered · CRM ready
AI Discovery Form template preview showing conversational interface and smart questioning flow

Conversational AI form that adapts questions based on user responses.

Why I Built It

Client intake forms are usually painful – long, generic, and miss the nuanced questions that matter. I wanted something that felt like a conversation with an experienced account manager, asking smarter follow-ups based on what prospects actually said.

This template turns that vision into a deployment-ready system that qualifies leads better than any static form ever could.

Who It's For

  • Agencies gathering detailed project requirements without 20-question surveys
  • Marketing consultants qualifying leads with intelligent follow-ups
  • Design studios scoping creative briefs through conversational flow
  • Service businesses wanting smarter onboarding that feels less like work

How It Works

  1. 1Clone from v0 community templates (free)
  2. 2Add your OpenAI API key and webhook URL to environment variables
  3. 3Customize AI prompts to match your industry and qualification needs
  4. 4Deploy to Vercel and watch qualified leads flow into your CRM

What You Get

  • Adaptive AI questioning powered by GPT-4o-mini streaming responses
  • Typeform-style UX with pill selectors and smooth animations
  • Mobile-optimized with keyboard navigation and smart suggestions
  • Instant webhook delivery to your CRM, email tools, or custom endpoints
  • Zero backend required with secure API routes and client-side operation
  • Ready integrations for HubSpot, Salesforce, Zapier, and custom workflows

Tech Stack

Framework
Next.js 15 with App Router
Language
TypeScript with Zod validation
AI SDK
Vercel AI SDK (GPT-4o-mini)
UI & Styling
shadcn/ui + Radix primitives + Tailwind CSS v4
Form Logic
Custom state management with type-safe AI responses
Deployment
Vercel-ready with edge functions

Integrations Available

CRMs
HubSpot, Salesforce, Pipedrive
Automation
Zapier, Make.com, custom webhooks
Email
Mailchimp, ConvertKit, ActiveCampaign
Analytics
Google Analytics, Mixpanel, custom tracking

Ready to qualify better leads?

This AI-powered form turns prospect conversations into qualified opportunities, automatically routing the best leads to your CRM while filtering out the tire-kickers.