AI Rules

Overview

AI Rules allow you to define and organise programming logic that guides Metaforms’ for survey XML generation. Each folder contains one or more AI Rules, along with shared instructions that help the Metaforms to generate accurate XML for your hosting platform. These Folders help you define and set AI rules into categories that an individual survey programmer, a client or a team may need.

What an AI Rule Folder Includes

• Folder-level instructions

• A collection of AI Rules

• Hosting platform selection

• Usage insights

• Version history for each rule

AI Rule Folder Types

Folder Type	Behavior
Always	Applied to every project. Cannot be removed during project creation.
If Selected	Optional. Can be checked or unchecked during project creation. Pre-selected only when linked to a Template.

Creating an AI Rule Folder

1. On Survey Programming Dashboard go to AI Rules

2. Click Create

3. Enter a Folder Name

4. Select When to Use (Always or If Selected)

5. Choose Who Can Edit the folder

6. Choose the Survey Hosting Platform

7. Click Create

"Always" Folders would be applied to every project and cannot be removed unless archived (deleted).

Adding AI Rules to a Folder

1. Open the folder from the AI Rules list

2. Click Create Rule

3. Enter a Rule Name

4. Add:

   • Explanation

   • Examples

   • XML instructions

5. Save the rule

AI Rules should be Clear, detailed instructions that guide how questions should be interpreted and generated.

• XML Examples – Sample question structures that demonstrate the expected output.

• Explanations – Supporting notes that clarify how rules should be applied.

• Instructions - An explanation on how AI should generate code when this template is used.

The better defined your rules and examples, the more accurate and consistent your outputs will be.

Applying AI Rule Folders in a Project

When creating a new project:

1. Select a Template (optional)

2. On the AI Rules screen:

   • "Always" folders are auto-applied

   • "If Selected" folders can be checked or unchecked

3. Continue to project creation

After the project is created, you can still:

• Add or remove folders from the AI Rule Folders button in the project

Improving AI Rules (Continuous Tuning Process)

To update an AI rule effectively:

1. Check if the rule already exists.

   • If it does but isn’t working well, identify the failing part and update the explanation.

2. Look for conflicting examples.

   • Remove or reword anything that contradicts your intended logic.

3. Improve clarity.

   • If a rule works but isn’t well documented, add it as a distinct entry under AI Rules.

4. Add new rules as needed.

   • Clearly define any missing logic and support it with relevant examples and explanations.

5. Test changes.

   • Save the updated AI rule, refresh the survey, and re-generate the same questions to confirm that the behaviour has been fixed.

This is a continuous improvement process. Every refinement reduces future manual intervention and speeds up programming.