AI Form Processing

AI Forms Processing

Stop wasting time manually reviewing applications. With Sonoran CMS, your community can set custom rules to automatically score forms and seamlessly move them through the right workflow stage.

Understanding AI Processing Stages

When a form enters a specific stage (e.g., Awaiting Review), you can define how the AI should evaluate the submission’s responses. Based on the scoring criteria you set, the AI will automatically advance the form to the next stage—such as Accepted or Denied.

Setting Section Criteria

For each section of your form, you can define criteria for the AI to score responses. Criteria can be marked as required or preferred, and each section can be assigned a scoring weight to determine its importance. Every section visible to the user (see: form dependencies) will be scored.

To set this up:

1. Select Add Section.

2. Choose the section from the drop-down.

3. Assign a weight (how much this section should influence the overall score).

4. Add your custom criteria.

Some criteria can act as deal-breakers. For example, if applicants must be 18+ regardless of other answers, mark that criterion as required.

Setting Scoring Rules

In the Scoring section, the dropdown lets you specify a stage if any required criteria are missed. For example, if your application requires applicants to be 18+ but the user is underage, the form can automatically be moved to the Denied stage regardless of other responses.

Rules are applied according to their hierarchy and can be reordered using drag-and-drop.

Next, define the scoring rules that determine how forms progress:

1. Select Add Rule.

2. Enter the minimum score.

3. Enter the maximum score.

4. Choose the form stage to move to.

Disciplinary Points & Account Flags Rules can also include limits on disciplinary points and account flags:

• Account Flags are added when alternate accounts are detected.

• Disciplinary Points are assigned by staff when users have prior infractions.

For example, you may want to prevent a form from being automatically accepted if the applicant has a flagged account or too many disciplinary points.

Tips and Tricks

Using "Likely" Accepted/Denied Stages

AI form processing is a powerful way to handle the majority of submissions. It can quickly filter out low-quality responses and highlight the best applications.

For critical applications—especially those that automatically add or remove ranks—it’s recommended to route them to “Likely Accepted” or “Likely Denied” stages. This ensures the AI speeds up the process while still allowing a final human review before a decision is made.

Account Flags

Account Flags help protect your community against alternate accounts and ban evasion. If an applicant has active flags on their account, it’s recommended to route their submission to a Manual Review stage for further investigation before approval.

Form Submission Limits

Because AI-powered forms can be processed in seconds, it’s important to guard against abuse. To prevent users from “brute forcing” submissions, communities can set limits on how often a form type can be re-submitted.

The form editor provides two control options:

• Submission limits – Set a maximum number of submissions allowed within a defined timeframe.

• Cooldown period – Require a minimum waiting time between individual submissions.