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How the dashboard, create flow, and form builder work today

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Getting Started

Builder

Sharing

Responses

Configuration

Templates

Management

Account & Data

Getting Started

Create your first form

1

Open the dashboard - After you sign in you land on **All forms**, with the left **workspace rail** (home, help, trash) and your workspace/department filters at the top.

2

Start Create form - Use **Create form** from the dashboard. You open the full-screen create experience (not a tiny modal).

3

Pick a path - Either browse **Templates** by category (Restaurant, Events, Healthcare, Business, HR, Product, General), start from a **blank** draft, or use **Generate with AI** when available to describe what you need.

4

Templates tab - Each template applies a ready-made title, description, and field stack. You can switch layout (e.g. centered card vs full width) from the builder sidebar.

5

Build questions - Use **Add** / the left sidebar to insert fields: short text, long text, email, number, phone, date/time, URL, multiple choice, checkboxes, dropdown, star or emoji ratings, linear scale, matrix-style tables, plus layout blocks (headings, sections, dividers, static text).

6

Save and open the editor - When you publish the first save you move into the **form builder** for that form (same UI as editing an existing form).

7

Share when ready - In the builder, switch the top workspace to **Share** to copy the public link, manage translations, and publish “live” sharing when your product flow requires it. QR and embed details live under **Form settings** on the form hub.

8

Results - From the builder **Results** tab (or the form’s overview hub) open responses, exports, and analytics depending on what your workspace shows.

Help articles are updated to match the current builder and dashboard (May 2026).

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