Using WordPress and Formidable Forms to Create your own Alexa Skill

Form builders are among the most popular WordPress plugins. There are dozens of them and with few having millions of active installations. Some of them are simple, while others are powerful no-code tools allowing you to build amazing functionalities through them. In this article, we will demonstrate how your users can access your forms through Amazon Alexa. For this example, we are using a form built with plugin (free version). Formidable Forms This article is followed by the attached Convoworks service and Formidable Form definitions, which you can import into your system. In the article itself, we will just cover how to enable the skill and point out a few important parts in it. Use case – Exercise Log Let’s say that you have a fitness website where your users can record their own activity and track progress. Now, instead of opening a web browser, your users will be able to save exercise results through the Amazon Alexa skill – using voice only. Besides adding a new log entry, the skill can give you information about the last exercise, it tracks your maximum distance, and you are able to delete the last entry. That way, we covered most of the form operations you need, and it should be rather easy to reuse examples in your own project. The example form we used for our skill is quite similar to the available in the plugin premium version. In our example, we skipped the date/time and the comment fields. We also changed field keys to be readable (instead of having hash as a key), and we used just plain textual fields. Exercise Log Form Template Prerequisites There are several things to check and set up before you continue. 1. Publicly accessible WordPress installation Your server has to be able to accept requests from Amazon. If you do not have a server on your own, you can use online WordPress testing tools like . The second option is to install a and use your local installation. InstaWP tunnel 2. Installed Formidable Forms plugin Just go to your plugin installer and add the Formidable Form Builder plugin. 3. Convoworks WP – Installed and connected to Alexa Please make sure that your Convoworks plugin is linked and that you are able to create Alexa skills. You can find more on that in the , or you can watch our video tutorial. Amazon Alexa platform configuration Connect to Amazon and create your first Alexa skill Import and configure Exercise log Alexa skill Few steps to import all definitions, and eventual configuration and make the skill work. 1. Import the exercise log form into the Formidable Forms You can import the attached xml form definition (below). To build this form we used regular text editors for all fields except the , which is a radio selector. When communicating with form builders, we prefer keys over ids. Keys are persistent, while ids will vary from installation to installation. Here are the form and field keys we used in our example. Form is , while fields are , , , , and . Activity exerciselog el_activity el_calories el_distance el_max_pulse el_rest_pulse Formidable Forms definition (XML) 2. Create Exercise Log Convoworks service Start a new service in Convoworks, and select option. Use the service definition you can download below. If your form uses different keys for form and fields, navigate to the view and adjust values. You might also consider adjusting values for the app name (if you changed it) and the test user. We’ll cover more on test user usage in section below. Import from file Variables Resolving the current user Convoworks service definition (JSON) 3. Connect it to Alexa and enable account linking Now go to in Convoworks. Check the option and disable the . Save and wait for a minute until the service is fully built on Amazon. Configuration / Amazon Alexa Enable Account Linking for Alexa Skill Allow users to enable skill without account linking 4. Link account in your Alexa app Open your , navigate to . Press on the Settings button and link account. By doing it, each request that comes through Alexa to our skill will have an OAuth token, which will enable us to authenticate the current user. Alexa app Your skills / Dev skills You can find more on it in our article. Amazon Alexa account linking Test your new Alexa skill If you have an Echo device, invoke the skill and try to use it. You can also try to test it through the . This way, you can “chat” with your skill using their Test view. ASK console You can also use Convoworks Test view, which is a handful tool because it allows you to peek into all variables existing during the current request execution. Few words about skill functionality. Skill distinguishes between first-time and returning users, so some responses are slightly different. To try again first time use, disable, and enable the skill again. You can just open the skill, and follow the workflow step by step. Alexa, open exercise log, You can add additional command while invoking the skill: . In this case, you will automatically be in the new entry workflow. Alexa, ask exercise log to record my running exercise Once you have entries, you can get more info on the last entry and the ability to delete it. You can ask for help. Few significant parts to check There are several parts in our service that you should check and get to know how to use. Some parts are related to the form data, while others are related to the general features you can use in Convoworks. 1. Initializing data When the skill starts, we want to do some checks and preload some data that will be required in our workflow. Navigate to the step in Convoworks editor and check the section. This flow is executed when skill is started (new session starts). It will be executed no matter if the skill is opened regularly (just invocation name) or with an additional command. As you can see we are using it to check the current user, load last entry data, and to initiate a new entry.Hint: You can click on a fragment name to navigate to its definition. Session start Pre-dispatch Flow 2. Resolving the current user Our service works only for known users, so in the fragment we are trying to load user data and if it fails, we are ending a session. element will load user data if the account is properly linked. Click on the element and check its help (on right side) for more details. Resolve user Init current auth user The if element at the beginning serves to enable ability to test skill even in Convoworks test view, which does not support account linking. We are checking against a predefined device id that comes with the request ( ). If we detect that it is a test view call, we are using the which can be adjusted in the variables view. admin-chat TEST_USER_ID Please note that the is stored in the session scope, meaning that it will be available through all subsequent calls. user_id 3. Formidable Forms context This is the actual adapter that enables us to use the Formidable Forms plugin. By entering and accessing data through a plugin infrastructure (instead of just performing SQL queries), we are ensuring that all plugin actions and filters will be applied. That way if you hook up some additional actions to your Formidable form, they will be triggered through Alexa skill, just as it would through the default web interface. Here we are setting the id for the context (so that other form elements are able to reference it), with which form we are working and the user id which will be used when creating entries. Check the component’s help to learn about some Formidable Forms specifics. 4. Loading the last entry For loading previous entries, we are using Search Form Entries element. Here we are filtering form entries created by the logged user and making sure that we load just a single, the last one. In case when there were existing entries, we are performing an additional query to get the maximum distance made in previous exercises. For that, we are using , a generic component for accessing any WordPress database table. Please note how we can reference the context and call methods on it – in this case, to get numeric ids from a given field and form keys. WP DB Element 5. Saving the form entry Through the conversation workflow, we are navigating through several steps and collecting data. Once the user confirms it, we can try to save it. We are doing that on the step using the element. Entry – Confirm Create Form Entry When you are gathering user data through the skill, you have to take care that the data is valid. If it is not, it might happen that the entry creation fails due the validation errors. In such a case, flow will be executed. Validation error 6. Deleting the form entry Our step informs the user that it can delete the last entry. For that we are using the element, which besides context id of the form plugin implementation, requires the id of the entry which will be deleted. Last exercise info Delete Form Entry After the entry is deleted, we will reload the last entry info and read that info back. 7. Global and local help We have one global, default help, which informs the user with basic instructions on how to use the skill. This definition can be found in step, which contains processors which should be always considered for the execution. Service processors However, you can find processors which are catching on the and steps. That means that if the user is on one of those two steps, it will trigger this local processor and not the one in service processors. HelpIntent Entry . Activity Entry . Pulse If you are using WordPress form builders, think of the use case which might be convenient to be used with voice. The one which you or your users would like to access often. The frequent use is ideal for voice. This example requires account linking, but you can create a skill that allows public access (e.g. school league results) or you can even ask users to access their Amazon profile data (name, email) and add to the mailing list. Of course, with their permission to do that. To find more about Convoworks forms package and philosophy behind it, at our at GitHub. Forms package for Convoworks If you have any problems or questions, drop a comment below or contact us through the contact form.