About the Intake Forms API

The Intake Forms API creates and manages AI-generated client intake forms used in Content Collector — the Studio workspace feature for collecting project content from clients. A partner creates a form for a client project, shares it with the client by adding their email, and the client fills out an AI-generated questionnaire. Forms live in the partner's Studio workspace and no site ID is needed for any endpoint.

An intake form gathers project information from a partner's client, for example the client's name, their project details, and their answers to a tailored questionnaire, so the partner can kick off work with everything they need. It wraps a questionnaire with project context, the AI-generated background material used to tailor it, the client the form is shared with, and the client's form interaction state. The questionnaire is generated with AI the first time the form is opened.

With the Intake Forms API, you can:

• Create, retrieve, update, and delete intake forms, including in bulk.
• Query and search intake forms across a partner's account, for example to export all submitted forms to an external system or to power an AI assistant that works with a partner's own data.
• Store AI-generated context and the source materials used to generate a form's questionnaire.
• Share a form with one or more clients and track when it was first shared and when it was submitted.
• Notify team members through Wix Automations when a client submits a form or adds a note to it.
• View an intake form and manage its lifecycle in Content Collector at https://www.wix.com/content-collector/partner/{intakeFormId}.

Finding intake forms

The API provides two ways to find intake forms in a partner's account:

• Query Intake Forms is for precise structured filtering and sorting. Use it when you know exactly which forms you want, for example to export forms ordered by clientFormInteraction.submissionDate.
• Search Intake Forms matches a free-text expression against the client name and project name, and supports filtering, sorting, and aggregations. Use it for keyword lookup, for example to find the forms for a client a user asked about.

Both methods are scoped to the caller's account and don't require a site ID.

Before you begin

It's important to note the following points before starting to code:

• Forms live in the partner's Studio workspace and aren't tied to any specific site. A site ID is not needed and is not accepted by any endpoint. A valid intake form ID belonging to a different partner returns not found.
• All requests require an Authorization header with a partner-scoped access token or API key. To learn how to obtain credentials, see Wix API Authentication.
• The questionnaire is generated with AI the first time the form is opened. The Content Collector app generates the questionnaire and stores the resulting context. This API stores the generated content but doesn't perform the generation itself.
• Submission state is populated asynchronously. clientFormInteraction.submissionDate and clientFormInteraction.lastEditDate appear on the intake form after the client submits and the submission is processed, so they may be empty until then.
• Deleting an intake form is permanent. DeleteIntakeForm also deletes the generated questionnaire behind the form. This is irreversible.
• Clients are Wix-authenticated. A client retrieves their form with GetClientIntakeForm only if their signed-in email address is one of the form's clientEmails.

Use cases

• Create an intake form and share it with a client
• Export submitted intake forms to an external system
• Find a client's intake forms for an AI assistant

Terminology

• Partner: A Wix agency or freelancer who uses the Studio workspace and Content Collector to manage client projects. Forms are scoped to the calling partner and aren't tied to any specific site.
• Content Collector: The Studio workspace feature for collecting project content from clients. It generates the AI questionnaire and hosts the client-facing form view.
• Intake form: The entity managed by this API. It wraps a questionnaire with project context, source materials, the clients it's shared with, and submission state.
• Client: The partner's customer, who fills out the form. Identified by the email addresses in clientEmails.
• Client form interaction: The state of the client's response, reflected on the intake form through clientFormInteraction (for example, submissionDate).
• Context: AI-generated background text used to tailor the questionnaire, stored on the intake form.
• Source materials: The partner-provided inputs (project description, uploaded files, an existing questionnaire) used to generate the form.