Storm's AI Call Fill feature lets you fill in a Dashpivot form by talking it through on a phone call, without downloading an app or logging in. Storm calls you, asks the questions on the form, and turns your answers into a draft form for you to review and submit.
It works on any phone that can receive calls and send and receive text messages, which makes it a hands-free option for workers on site, subcontractors and visitors.
Prerequisites
Plan: All Plan Types
Permission: All users
Device Type: Mobile phone that can make calls and send and receive text messages
Subscription: Dashpivot to set it up, but no subscription or account is needed to fill out a form
You'll also need to make sure:
AI Call Fill is toggled on for your workspace: Your Org Controller can turn Call Fill on or off in Workspace settings. When it's off, the Call option won't appear on your form's Sitemate Link.
Step-by-Step Instructions
Step 1: Request AI Call Fill via Sitemate Links
Create a Sitemate link for the form you want to fill using AI Call Fill, or use an existing one
Download the poster and scan the Sitemate QR code with your phone camera
On the page that opens, choose Call
Tap Continue. If you're using a computer, you'll instead see a QR code that you'll need to scan with your phone camera.
A draft text message will open in your phone's texting app (or WhatsApp for international numbers) with the form link already written in. Hit Send.
If you already have a Sitemate account, Storm texts to let you know a call is on its way, then calls you straight away.
If you're new to Sitemate, Storm first texts you a few quick questions to set you up. Once you've replied, Storm calls you.
Step 2: Answer Storm's questions on the call
When you pick up, Storm greets you, then works through the form and asks you the questions out loud. Answer in your own words, the same way you'd talk a colleague through it. To speed up your form fill, you can:
Find a quiet spot if you can: Background noise from machinery or traffic can make it harder for Storm to hear you.
Give as much detail as you can in one answer: Storm picks out answers to later questions too, so you won't be asked ones you've already answered.
Answer several checks at once: For multiple yes/no or pass/fail questions, you can say "yes to all" or "all good". You can also call out exceptions, such as "all good except the ladder".
Be specific with times and dates: "7:30am on Monday" works better than "early this week".
Speak in the language you're most comfortable with: Storm replies in the language you speak, and fills in the form in the form's own language.
Adding photos
Photos can't be sent during a phone call. If the form has a photo field, Storm lets you know at the end of the call and sends you a WhatsApp message.
On WhatsApp, send one or more photos in the chat, just like sending a photo to a friend. Storm adds them to the right field. The photo will be added to the photo gallery in your Dashpivot workspace and your form.
If you don't have WhatsApp, let Storm know, and you can add photos when you review the form at the end.
Step 3: Review, sign and submit
If Storm has all the information it needs, it submits the form for you. There's nothing else you need to do.
If anything is missing, Storm saves your answers to a draft form and texts you a link so you can finish it.
To finish a draft form:
Tap the link. The form opens in Sitemate Mobile Web.
Check Storm's answers and fill in anything that's missing.
Tap Submit.
Frequently asked questions (FAQs)
What if I miss the call, or it drops out partway through?
Your answers aren't lost. If you miss Storm's call, or the call ends before the form is finished, Storm texts you a link to your draft form. Tap it to finish the remaining questions in your browser, then submit.
I don't see the Call option on the Sitemate Link page.
Call Fill may be turned off for your workspace. Ask your Org Controller to turn it on in Workspace settings.
Does Storm submit the form automatically?
Yes, if Storm has gathered all the information the form needs during the call. If anything is missing, Storm saves your answers as a draft and texts you a link to finish and submit it yourself.
What languages can I speak on the call?
You can speak to Storm in your own language and it will reply in the same language. Your answers are written into the form in the form's language.
Can I use Call Fill outside Australia?
Yes. Storm connects you with the closest local number for your workspace's region where one is available.
Is there any extra costs?
SMS rates may apply for international numbers, so you’re best to request a call through WhatsApp. Call rates will not be charged to local or international numbers.