# Understanding the dashboard

Find your way around Formstep outside the editor: the sidebar, switching workspaces, your plan and AI credits, AI chat, and where each setting lives.

## The layout

The sidebar on the left holds the workspace switcher, the pages, your plan and AI credits, and your name. The page you open fills the rest, and Formstep opens on **Forms**. **Ask anything**, bottom right, opens AI chat over any page.

Two shortcuts work anywhere: `⌘`+`K` / `Ctrl`+`K` opens search, and `⌘`+`A` / `Ctrl`+`A` opens and closes AI chat.

![The dashboard: the sidebar on the left and the Forms page with folders and forms](https://formstep.io/docs/images/introduction/dashboard.png)

The sidebar on the left, folders and forms in the main area.

## Workspace switcher

Click the workspace name at the top of the sidebar to switch workspaces, create one, open **Workspace Settings**, or leave a workspace you don’t own. Only the owner opens Workspace Settings, which holds the name, timezone, email language, members and AI credit sharing. See the [workspaces overview](https://formstep.io/docs/workspaces-teams/overview/).

![The workspace menu open from the top of the sidebar: two workspaces marked Owner, then Create workspace, Workspace Settings, and Leave workspace](https://formstep.io/docs/images/introduction/workspace-switcher.png)

The workspace switcher, at the top of the sidebar.

## Sidebar pages

- Forms lists your forms and [folders](https://formstep.io/docs/workspaces-teams/folders/), with **+ Form** and **+ Folder** to add more.

- Requests lists every request in the workspace with its status. See [the Requests page](https://formstep.io/docs/requests/managing-requests/).

- [Trash](https://formstep.io/docs/workspaces-teams/trash/) keeps deleted forms for 30 days.

- Domains is where the owner adds [your own domains](https://formstep.io/docs/branding-domains/custom-domains/) for form links and emails (Pro).

- Integrations holds the accounts you connected, such as Google Sheets or Slack, for use on any form. See [integrations](https://formstep.io/docs/integrations/overview/).

- OAuth and API Keys is for connecting your own tools and AI agents. See [Connect an AI agent](https://formstep.io/docs/guides/ai-agents/connect/).

Below them, **Templates** copies a ready-made form into the workspace, **Help** links to these docs and to support, and **Feedback and Roadmap** shows what is coming.

## Plan, credits, theme and language

The card above your name shows your plan, with **Upgrade** or **Manage**, and about how many AI chats your credits cover, with **Add credits**. Credits belong to you, not to the workspace. See [AI credits](https://formstep.io/docs/ai/ai-credits-usage/).

It also switches the dashboard between light and dark, and sets the dashboard language. Your forms keep [their own language](https://formstep.io/docs/building-forms/translating-form-content/#source-language).

![The account card with plan, AI credits, theme, and language rows](https://formstep.io/docs/images/introduction/sidebar-user-area.png)

The account card, above your name.

## Your account

Click your name at the bottom of the sidebar for **Settings** and **Log out**. Settings holds your photo, display name, sign-in method and **Delete Account**.

## Form settings

A form’s own settings are on the form page and in the editor: the gear icon opens [Settings](https://formstep.io/docs/building-forms/form-settings/), and the plug icon next to it opens the form’s [integrations](https://formstep.io/docs/integrations/overview/).

## Next steps

[Understanding the editor](https://formstep.io/docs/building-forms/understanding-the-editor/) — Where everything is in the form editor

[Use AI chat](https://formstep.io/docs/ai/using-ai/) — Build, edit and analyze forms with AI

[Workspaces overview](https://formstep.io/docs/workspaces-teams/overview/) — Members, settings and more than one workspace

[Getting started FAQ](https://formstep.io/docs/getting-started/faq/) — Accounts, workspaces and moving a form