App Tour

Once you sign in, the app is organized into five areas you can switch between from the left sidebar: Inbox, Forms, Workspace,Account, and Agent access. Each area has a clear job: knowing which one to open is the fastest way to find what you need.

Inbox

Inbox is where every submission across every form lands. It uses a two-pane layout: the forms list on the left, submissions on the right.

What you can do here

• Filter by status with the Inbox, Spam, and All tabs (each shows an unread badge count).
• Open a submission to view its data in the Message tab or its delivery timeline in the Delivery tab.
• Reply to a submission, mark it as spam, delete it, or copy its submission ID.
• Pin a form to the top of the forms list with the star icon.

Forms

Forms is where you create forms and configure them. Each form has its own editor with eight tabs: General, Delivery, Custom domain, Branding, Auto-reply, AI reply, Security, and Spam filter. Changes are saved with the shared save bar that appears whenever a tab has unsaved edits.

What you can do here

• Create a new form from the Forms list.
• Open any form's editor to configure recipients, webhooks, captchas, spam filtering, branding, auto-replies, and AI replies.
• Copy the form's API key and embed snippet from the General tab.
• Pause a form by toggling its Status off — without deleting it.

Workspace

Workspace covers everything that applies to your account as a whole — not to a single form. It has six sub-pages: Team, Plan & usage, Billing, AI credits, and Custom domain, and Verified emails.

What you can do here

• Invite teammates and assign per-form access (Pro and Agency plans).
• See current submissions, forms, and team-member usage against your plan limits.
• Open the Stripe billing portal, manage payment methods, and toggle overage billing.
• Top up AI reply credits and configure auto top-up.
• Register and verify the sending domains used by your forms.
• Manage the workspace recipient addresses that forms can reuse.

Account

Account is your personal profile, separate from any workspace you own or belong to. It has four sections: Profile, Security, Notifications, and Delete account.

What you can do here

• Update your name and start an email-change flow (with one-time-code verification).
• Connect or disconnect Google sign-in.
• Toggle product-update emails and (on the Starter plan and above) per-submission notification emails.
• Permanently delete your account once any active subscription is cancelled.

Agent access

Agent access is a separate item below Account in the main sidebar. Open Agent access to connect ChatGPT, Claude or another compatible MCP client. Choose one workspace and permissions during OAuth sign-in; there is no form-selection step. The connection follows every form you can currently access there. Open a form from the credentials and activity list only when you need its manual credentials or audit activity.

An OAuth connection covers one workspace and dynamically follows every form the user can currently access, including forms created later. With Read submissions permission, an agent can browse one newest-first inbox across those forms or narrow it to a subset. Manual management credentials cover one form. Agent access requires a paid Starter, Pro or Agency workspace, excluding trials. Rule changes require paid Pro or Agency.

Workspace owners can inspect safe plan, usage, branding, recipient, domain and team status. Owners and workspace admins can manage verified recipients; only owners can manage branding or the team. Billing, credits, DNS, account identity and destructive account actions open exact signed-in pages instead of exposing payment details, secrets or verification codes to the agent.

What's next

Now that you know where things live, read Per-form vs Workspace Settings to learn which settings moved where compared to v2 — it's the single biggest mental shift.