Get started

Create a form
How to use and create forms
Create thank you pages
Keyboard shortcuts
How to name question fields
Customize your form
Create a multi-page form
Form settings

Features

Input blocks
Short text
Long text
Number
Dropdown
Multiple choice
Checkbox
Phone number
Email
Date
File upload

Conditional logic
Multi-page forms
Thank You page
Form settings

AI summaries

Overview: forms, submissions, and templates
AI Report vs raw responses
How summaries are generated
Summary versions and regenerating
Summary tab dashboard
Themes, keywords, and risk signals
Recent submissions from Summary
Submissions list: filters and search
Submission status and AI states
AI Summary Builder: first-time setup
Summary depth (Quick, Balanced, Deep)
Builder: Submission Data block
Builder: Executive Summary block
Builder: Key Insights block
Builder: Risk Level block
Builder: Score block
Builder: Action Plan block
Builder: reorder, save, and clear template
Credits, plans, and regenerate limits
Failures, errors, and slow generation
Export and PDF
Enable or disable AI summaries (form settings)

AI Workflows

Agency Client Intelligence

Overview
Marketing Agency Operational Onboarding
SEO Client Kickoff
Paid Ads Retainer Onboarding
Multi-location Clinic Onboarding
Fractional CMO Discovery
Creative Retainer Kickoff
Client Discovery & Scoping
Agency Renewal / Expansion Review

Onboarding Health Intelligence

Overview
SaaS Customer Onboarding
Enterprise Workspace Rollout
Trial-to-Paid Activation
Customer Success Health Review
Implementation Kickoff

Lead Qualification Intelligence

Overview

How to create Fractional CFO Engagement Intake
How to create MVP Planning Template

◌Contact support ✶What's new ◫Roadmap ◔Feature requests

Overview

Framework for inbound lead triage, qualification signals, and discovery preparation (documentation in progress).