Overview: forms, submissions, and templates

Summary tab — portfolio view

From Summary, you see aggregates across submissions: counts, recent activity, recurring themes and keywords, and risk-style distributions. Use it to orient before opening any single response.

Submissions — one respondent at a time

Submissions lists every response. Click through to compare AI Report narrative layout with Raw Responses, regenerate summaries, export to PDF, and inspect file uploads.

AI Summary Builder — per-form blueprint

AI Summary Builder stores a template on the form—blocks like executive summary, key insights, scores, recommendations, plus optional submission-data sections. Saving a template shapes how new summaries render (after you regenerate or for new submissions, depending on product timing).