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The User Guide walks you through everyday tasks in FormAI, from drafting a form with AI to reading the results. Each page covers one task or one part of the editor, so you can jump straight to what you need. New to FormAI? Start with the Quickstart to build and publish your first form in a few minutes, then come back here for the details.

A quick tour of the Dashboard, from the KPI cards to Workspaces.

Create forms

Describe what you need, add a PDF or web page as context, or build from scratch.

Generate with AI

Describe a form and let FormAI draft the questions, screens, and theme.

Add context

Draft questions from a PDF document or a web page.

Start with a blank form

Skip AI and add your own questions one by one.

Build and edit

Work in the visual editor or ask FormAI Agent to make changes for you.

Question types

Every Survey and Quiz question type, grouped by what it collects.

Question settings

Make questions required, randomize choices, add images, and more.

Welcome and end screens

Edit the first and last things respondents see.

Edit with FormAI Agent

Chat with the agent, then preview and apply each suggestion.

Preview

Check your draft on desktop and mobile.

Design

Match your form to your brand.

Themes

Use the theme manager and gallery, or create your own theme.

Question styling

Style a single question with its Field theme panel.

Form settings

Form settings

Language, branding, progress bar, navigation, and respondent-facing text.

Quizzes

Scoring and answers

Set correct answers, points, and when respondents see their score.

Live sessions

Host a live session

Run a presenter-led session that participants join from their phones.

Live question types

The question types available in Live forms.

Share

Publish and share

Publish a form and share it with a link.

Embed on your website

Add a form to your own pages with an embed snippet.

Email button

Drop a call-to-action button into your emails.

Results

Results overview

Views, submissions, completion, and devices at a glance.

Question summaries

Automatic analysis for each question.

Individual responses

Filter responses and open each respondent’s answers.

Workspaces and team

Manage workspaces

Organize forms on a board and keep them scoped to a workspace.

Invite your team

Add people to a workspace by email and pick a role.

Account and billing

Plans and AI credits

Compare plans and see what uses AI credits.

Account preferences

Theme, notifications, and your profile.

Help

FAQ

Quick answers to common questions.

Security and privacy

How FormAI handles your data.

Roadmap

What is planned and what is not available yet.