Understanding the dashboard
The sidebar takes you to your forms, requests and workspace settings, and AI chat opens from every page.
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.
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.
Sidebar pages
Forms lists your forms and folders, with + Form and + Folder to add more.
Requests lists every request in the workspace with its status. See the Requests page.
Trash keeps deleted forms for 30 days.
Domains is where the owner adds your own 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.
OAuth and API Keys is for connecting your own tools and AI agents. See Connect an AI agent.
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.
It also switches the dashboard between light and dark, and sets the dashboard language. Your forms keep their own language.
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, and the plug icon next to it opens the form’s integrations.