> ## Documentation Index
> Fetch the complete documentation index at: https://docs.formai.app/llms.txt
> Use this file to discover all available pages before exploring further.

# User Guide

> Task-based guides for creating, editing, designing, sharing, and analyzing surveys, quizzes, and live sessions in FormAI.

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](/quickstart) to build and publish your first form in a few minutes, then come back here for the details.

<Frame caption="A quick tour of the Dashboard, from the KPI cards to Workspaces.">
  <video autoPlay muted loop playsInline className="w-full" src="https://mintcdn.com/formai-app/XBaZxbZCaxkDZx0d/videos/dashboard-tour.mp4?fit=max&auto=format&n=XBaZxbZCaxkDZx0d&q=85&s=f37f0283035ffe6fda47fb5b06c660b2" aria-label="The FormAI Dashboard: KPI cards, the date range switched to All time, the views and submissions chart, then Workspaces opened from the sidebar" data-path="videos/dashboard-tour.mp4" />
</Frame>

## Create forms

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

<CardGroup cols={2}>
  <Card title="Generate with AI" icon="sparkles" href="/user-guide/create/generate-with-ai">
    Describe a form and let FormAI draft the questions, screens, and theme.
  </Card>

  <Card title="Add context" icon="file-pdf" href="/user-guide/create/add-context">
    Draft questions from a PDF document or a web page.
  </Card>

  <Card title="Start with a blank form" icon="file" href="/user-guide/create/start-blank">
    Skip AI and add your own questions one by one.
  </Card>
</CardGroup>

## Build and edit

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

<CardGroup cols={2}>
  <Card title="Question types" icon="list-check" href="/user-guide/editor/question-types">
    Every Survey and Quiz question type, grouped by what it collects.
  </Card>

  <Card title="Question settings" icon="sliders" href="/user-guide/editor/question-settings">
    Make questions required, randomize choices, add images, and more.
  </Card>

  <Card title="Welcome and end screens" icon="door-open" href="/user-guide/editor/welcome-and-end-screens">
    Edit the first and last things respondents see.
  </Card>

  <Card title="Edit with FormAI Agent" icon="wand-magic-sparkles" href="/user-guide/editor/edit-with-ai-agent">
    Chat with the agent, then preview and apply each suggestion.
  </Card>

  <Card title="Preview" icon="eye" href="/user-guide/editor/preview">
    Check your draft on desktop and mobile.
  </Card>
</CardGroup>

## Design

Match your form to your brand.

<CardGroup cols={2}>
  <Card title="Themes" icon="palette" href="/user-guide/design/themes">
    Use the theme manager and gallery, or create your own theme.
  </Card>

  <Card title="Question styling" icon="brush" href="/user-guide/design/question-styling">
    Style a single question with its Field theme panel.
  </Card>
</CardGroup>

## Form settings

<CardGroup cols={2}>
  <Card title="Form settings" icon="gear" href="/user-guide/settings/form-settings">
    Language, branding, progress bar, navigation, and respondent-facing text.
  </Card>
</CardGroup>

## Quizzes

<CardGroup cols={2}>
  <Card title="Scoring and answers" icon="trophy" href="/user-guide/quizzes/scoring-and-answers">
    Set correct answers, points, and when respondents see their score.
  </Card>
</CardGroup>

## Live sessions

<CardGroup cols={2}>
  <Card title="Host a live session" icon="tower-broadcast" href="/user-guide/live/host-a-live-session">
    Run a presenter-led session that participants join from their phones.
  </Card>

  <Card title="Live question types" icon="bolt" href="/user-guide/live/live-question-types">
    The question types available in Live forms.
  </Card>
</CardGroup>

## Share

<CardGroup cols={2}>
  <Card title="Publish and share" icon="share-nodes" href="/user-guide/share/publish-and-share">
    Publish a form and share it with a link.
  </Card>

  <Card title="Embed on your website" icon="code" href="/user-guide/share/embed-on-your-website">
    Add a form to your own pages with an embed snippet.
  </Card>

  <Card title="Email button" icon="envelope" href="/user-guide/share/email-button">
    Drop a call-to-action button into your emails.
  </Card>
</CardGroup>

## Results

<CardGroup cols={2}>
  <Card title="Results overview" icon="chart-line" href="/user-guide/results/overview">
    Views, submissions, completion, and devices at a glance.
  </Card>

  <Card title="Question summaries" icon="chart-pie" href="/user-guide/results/question-summaries">
    Automatic analysis for each question.
  </Card>

  <Card title="Individual responses" icon="table" href="/user-guide/results/individual-responses">
    Filter responses and open each respondent's answers.
  </Card>
</CardGroup>

## Workspaces and team

<CardGroup cols={2}>
  <Card title="Manage workspaces" icon="folder-open" href="/user-guide/workspaces/manage-workspaces">
    Organize forms on a board and keep them scoped to a workspace.
  </Card>

  <Card title="Invite your team" icon="user-plus" href="/user-guide/workspaces/invite-your-team">
    Add people to a workspace by email and pick a role.
  </Card>
</CardGroup>

## Account and billing

<CardGroup cols={2}>
  <Card title="Plans and AI credits" icon="credit-card" href="/user-guide/account/plans-and-ai-credits">
    Compare plans and see what uses AI credits.
  </Card>

  <Card title="Account preferences" icon="user-gear" href="/user-guide/account/account-preferences">
    Theme, notifications, and your profile.
  </Card>
</CardGroup>

## Help

<CardGroup cols={2}>
  <Card title="FAQ" icon="circle-question" href="/user-guide/faq">
    Quick answers to common questions.
  </Card>

  <Card title="Security and privacy" icon="shield-halved" href="/user-guide/security-and-privacy">
    How FormAI handles your data.
  </Card>

  <Card title="Roadmap" icon="map" href="/user-guide/roadmap">
    What is planned and what is not available yet.
  </Card>
</CardGroup>


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