• INVENTORY
  • SPACES
  • GAP ANALYSIS
  • HUMAN

How to audit active conversion tools with your AI

Connect Serviceform to your agent to get a real-time inventory of your conversion assets. Once linked, your AI handles the heavy lifting of scanning your account.

Ask AI about this page

Short answer

How can I audit my active conversion tools using AI?

Your agent uses Serviceform tools to pull a complete list of your active forms, chatbots, and flex spaces. You'll get a clean inventory of everything currently running in your account.

Audit outcomes

Where your data lands.

The AI organizes your account data into these specific views.

INVENTORY

Complete asset list

The agent pulls every active form and chatbot. You get a clear view of what's live without clicking through menus.

SPACES

Flex space map

Your agent identifies all active flex spaces. This helps you see exactly where your conversion tools are hosted.

GAP ANALYSIS

Missing tool detection

By comparing your lists, your agent can spot where you might be missing a chatbot or a form in a specific space.

HUMAN

Manual verification

The AI provides the raw data, but you decide which tools need updates or removal based on the audit.

The workflow

What your AI does when the audit starts.

The agent moves through your account systematically to gather data.

  1. Gather forms

    The agent identifies every form currently active in your Serviceform account.

    list_forms

  2. Check chatbots

    The agent pulls a list of all chatbots you have deployed.

    list_chatbots

  3. Map flex spaces

    The agent scans for all active flex spaces to see where your tools live.

    list_spaces

  4. Consolidate data

    The agent combines these lists into a single report for you to review.

    list_formslist_chatbotslist_spaces

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are basic requests. You can add specific names of forms or spaces to narrow the search.

Serviceform Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_ruv4xydR7qo8KyguHOgImRWnaO2m4CCe9Ih18ssn/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Serviceform capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "serviceform-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ruv4xydR7qo8KyguHOgImRWnaO2m4CCe9Ih18ssn/mcp"
    }
  }
}
Copy into chat04

  • List all my active forms in Serviceform.

  • Show me every chatbot currently running in my account.

  • Which flex spaces do I have active right now?

  • Give me a full inventory of all my forms, chatbots, and spaces.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Serviceform once, then ask.

Just link your account once. Your credentials stay encrypted and secure, and you can immediately start asking questions about your tools.

Connect Serviceform to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete my forms?

    No. The AI can only list your existing forms, chatbots, and spaces. It cannot delete or modify them.

  • 02

    Can I use this to update form fields?

    No. This specific task is for auditing and listing assets. It does not have the capability to change form content.

  • 03

    Does the AI see my customer data?

    No. The AI only accesses the list of tools and spaces, not the individual submissions or data within the forms.

  • 04

    How often does the list update?

    The list is live. Every time you ask the agent to list your tools, it pulls the most current data from Serviceform.

  • 05

    Can the AI create a new chatbot?

    No. The current tools only allow the agent to list what is already there.

  • More questions about Serviceform? The Connector page answers them. See everything the Serviceform Connector can do

Connect Serviceform to Claude, Cursor, ChatGPT & more