How to Convert a Formstack Survey to an AI Interview (2026)
A field-by-field guide to migrating a Formstack form into a Koji AI-moderated interview: map every Formstack field — including Matrix and Rating Scale — to one of Koji's 6 structured question types, add AI follow-up probing, and theme responses automatically.
Converting a Formstack form into a Koji AI interview takes about 20 minutes: map each Formstack field to one of Koji’s six structured question types, move identity and payment fields to the intake form, switch on AI follow-up probing, and publish one interview link. You keep the quantitative structure Formstack captured — Matrix ratings, choice distributions, number scales — and add what a static form can’t: an AI moderator that asks “why?” in the respondent’s own words and themes every open answer as it arrives.
Why convert a Formstack form to an AI interview?
Formstack is a strong workflow-and-forms platform, especially for regulated, document-heavy processes. But for research, a form has a hard ceiling: it collects exactly what the respondent types and nothing more. A Matrix question tells you someone rated “Ease of use” a 2 — never why. That missing “why” is usually the reason you ran the study.
A platform like Koji removes the ceiling. Each question you migrate can carry up to three AI-generated follow-ups, so a low Matrix rating triggers an instant, conversational “What made ease of use a 2?” — captured, transcribed, and thematically coded automatically, with no moderator scheduling and no post-hoc spreadsheet. Koji’s AI runs that probing across hundreds of respondents at once, which is why teams describe the move as trading days of manual verbatim reading for a report that is ready the moment interviews close.
Three capabilities matter most when you leave a static Formstack survey behind:
- AI follow-up probing turns every open field into a conversation, not a one-line fragment.
- Voice or text lets respondents speak or type from the same link, on any device.
- Real-time themed analysis groups open answers into named themes with supporting quotes, so you read findings instead of raw submissions.
Map every Formstack field to one of Koji’s 6 question types
Koji interviews are built from six structured question types: open_ended, scale, single_choice, multiple_choice, ranking, and yes_no. Every Formstack field maps cleanly to one of them.
| Formstack field | Koji question type | Notes |
|---|---|---|
| Short Answer, Long Answer | open_ended | The AI probes up to 3 times for the reasoning. |
| Dropdown List, Radio Button | single_choice | Reuse your exact option labels. |
| Checkbox | multiple_choice | Pick one or more. |
| Matrix / Rating Scale (Likert) | scale | One scale question per row — see below. |
| Number (used as a rating) | scale | Set the range, e.g. 1–5 or 0–10. |
| Two-option radio (yes/no) | yes_no | Renders as a clean binary with a follow-up. |
| Name, Email, Phone, Address | intake form | Identity fields move to the pre-interview intake. |
| Credit Card / payment fields | dropped | Handle payment in your billing tool, not the interview. |
| Section, File Upload | structure / intake | Sections become interview sections. |
A Formstack Matrix field — the rating or Likert grid where respondents score several items on one scale — becomes one Koji scale question per row. It reads as more questions, but each row is now a conversation the AI can probe, so you get the rating and the reason instead of a silent grid of numbers.
Move identity and payment fields to the intake form
Name, Email, Phone, and Address fields that identified respondents in Formstack move out of the question flow into Koji’s intake form, which runs before the interview begins. Payment fields drop entirely — an interview is for insight, not transactions — while each transcript still links to a known participant for later segmentation.
Add what Formstack can’t
With questions mapped, enable the capabilities a static form lacks:
- AI follow-up depth. Set 0 follow-ups for a quick quantitative item, or up to 3 where the reasoning matters most.
- Scale anchors. On any scale question, turn on the anchor follow-up so the AI asks “You said 2 — what would move it to a 4?” automatically.
- Voice or text mode. Voice interviews cost 3 credits and text 1 credit, both from the same link.
- Automatic themes. As responses land, Koji codes open answers into themes with representative quotes and charts every scale and choice question — no export required.
Formstack to Koji in 5 steps
- Inventory your form. Note each Formstack field’s type, label, and options.
- Rebuild in Koji. Map each field with the table above; keep wording identical so historical trends stay comparable.
- Set probing depth. Choose 0–3 follow-ups per question and enable anchors on key scales.
- Move identity fields to intake, drop payment fields, and pick voice, text, or respondent’s choice.
- Publish and share the link wherever the Formstack form lived — email, embed, or QR code. Insights populate live.
Pricing: Formstack vs Koji
Formstack’s paid Forms plans run from roughly $83 per month (billed annually) up toward $250+ per month for the full Suite, with Teams and Enterprise tiers priced per user and gated by submission limits. As with any form tool, that fee buys collection only — reading and coding the open answers is a separate cost in staff time.
Koji folds collection and analysis into one step. Insights is €29/month (29 credits) and Interviews is €79/month (79 credits), with annual billing giving two months free. Text interviews cost 1 credit, voice 3, and a report refresh 5 — and only conversations scoring 3 or higher consume a credit, so blank, joke, or bot responses are free. New accounts get 10 one-time credits to test a full migration first.
When to keep Formstack
Keep Formstack for what it was built for: document generation, e-signature workflows, HIPAA-sensitive intake, approvals, and payment collection. Reach for a Koji AI interview whenever the objective is understanding — feedback, churn diagnosis, concept testing, NPS follow-up — where the reason behind each answer is the point. Plenty of teams run both: Formstack for the workflow, Koji for the conversation.
Migration checklist
- Fields mapped to the six Koji types, wording preserved
- Matrix fields split into one scale question per row
- Identity fields moved to intake, payment fields dropped
- Follow-up depth and scale anchors set per question
- Voice/text mode chosen and the link tested with your 10 free credits
A worked example: a Formstack onboarding survey
Say you run a post-onboarding Formstack form with a Matrix rating four aspects of setup, a dropdown for primary use case, and one long-answer box for “anything else.” Migrated to Koji, the Matrix becomes four scale questions — each with an anchor follow-up — the dropdown becomes a single_choice, and the long-answer becomes an open_ended with three follow-ups. A respondent who rates “Data import” a 2 is immediately asked what went wrong, in their own words. When responses close, Koji has already coded the reasons into themes like “CSV formatting confusion” and “no field mapping,” each backed by quotes. The same study in Formstack would have handed you a grid of averages and a column of unread text to work through by hand.
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