Navigating the Dashboard

Once you sign in, the dashboard is your home base. This guide walks you through the layout so you can find your way around quickly and know which section to open for any given task.

The mental model

Before diving into individual screens, it helps to understand how FormWise is organized:

• Organization - The top-level container for your account. Every user belongs to at least one organization, and each organization has its own Flows, Agents, members, billing, and brand.
• Workspace - Everything you see in the sidebar lives inside the currently selected organization. If you belong to more than one, you can switch between them at the bottom of the sidebar.
• Assets, Components, Deploy - The sidebar groups its pages into collapsible sections, with Home at the top and a few standalone pages at the bottom. Settings is a separate area.

[Screenshot: The dashboard right after sign-in, with the sidebar on the left and the Home page open]

Your dashboard URL always includes your organization slug - for example, builder.formwise.ai/your-org/library?type=flows. If you ever bookmark a page, this is how FormWise knows which workspace to open.

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The sidebar

The left sidebar is your primary navigation. Use the toggle at the top to collapse it to icons when you need more screen space; in icon mode, each section opens as a pop-out menu. Expanded, each section is a row you can open and close, and FormWise remembers which ones you left open.

At the top of the sidebar, Find (Ctrl+K, or Cmd+K on a Mac) searches every page and setting in your workspace.

Home

Your workspace dashboard: a suggested next step, usage at a glance, the items you were last working on, and recent activity.

Assets

Everything you build. All four rows are filtered views of the same library, where you can search and create new items.

• Apps - Agents and Flows packaged behind one Supervisor that routes each request to the right one. Rolling out gradually, so you may not see it yet.
• Flows - Where you build and manage your AI Flows. Each Flow has its own visual workflow builder where you add AI Prompt (Agent) nodes, configure logic, and design the user-facing form or chatbot. Visit the Flows section for the full guide.
• Agents - AI teammates for open-ended work. Give an Agent an identity, knowledge, and Flows to use, then chat with it or publish it.
• Suites - Bundle several Flows and Agents together into a single branded experience. Think of a Suite as a small product - one URL, one look-and-feel, and a menu your users can switch between. Learn more in the Suites section.

Components

• Knowledgebase - Your knowledge layer. Upload documents and other sources so your Agents and Flows can reference them when generating responses. Memories also live here.
• Connectors - Connect external services like Gmail, Slack, and GitHub for your Agents to use.

Deploy

• Portals - A shareable entry surface where end users sign in, pick a plan, and use what you publish. Currently in beta.
• Embed & Share - One place to grab the link or embed code for everything you can share.
• HighLevel - Connect and manage your GoHighLevel integration. Available on eligible plans; other plans see an upgrade card.

Sell and Assign

Workspaces with the newer access model (currently in beta) also get:

• Sell - Storefronts (collections of plans for sale) and Plans & Credits (your plan catalog).
• Assign - Users (everyone using what you publish) and Groups.

Bottom of the sidebar

• Users - Everyone interfacing with your Suites, Flows, and Agents - your end users. (With the newer access model, Users moves under Assign.)
• History - The activity log for everything that runs in your workspace. Every time someone uses one of your Flows, Agents, or Suites, the run is recorded here. Use it to spot-check quality, debug a misbehaving Flow, or understand how your users are engaging. With the newer access model this page is called Activity.
• Brand - Your workspace's logo and theme on everything you publish, plus whitelabeling and custom domains where your plan includes them.

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The organization switcher

At the bottom of the sidebar you will find the organization switcher (the team switcher). Click it to:

• Workspace Settings - jump to Settings for the current organization.
• Invite and manage members for the current organization.
• Switch workspace - move between organizations you belong to, handy if you work across multiple companies or clients.
• Log out of FormWise.

[Screenshot: The organization switcher dropdown expanded at the bottom of the sidebar]

Settings

Settings is a dedicated section - when you open it, the sidebar swaps to show only settings pages, with a Settings link at the top that takes you back to where you came from. Inside Settings you will find:

• Profile - Your personal account details, including your display name and avatar.
• General - Organization-level settings such as the workspace name and the builder's appearance.
• Members - Invite teammates, manage roles, and remove access.
• Integrations - Your own AI provider API keys (on eligible plans) and connected services.
• Billing - Manage your subscription, credits, and payment details.
• Payments - Connect a Stripe account so you can get paid by your end users.
• API - API keys and session context signing.

Runs use your plan's credits by default, so you do not need an AI provider key to get started. On the Pro and Agency plans you can add your own keys under Settings > Integrations.

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Context-aware navigation

The sidebar adapts as you move around the app:

• Inside a Flow - When you open the workflow builder, the sidebar switches to show Flow-specific content, with a Flow Editor link at the top that takes you back.
• Inside Settings - The sidebar shows only the Settings sub-pages, with a Settings link at the top to return to your last screen.
• Everywhere else - You get the full org-level navigation described above.

This keeps the interface focused on whatever you are doing, without cluttering it with options that do not apply.

Help and feedback

A ? help button sits in the bottom row of the sidebar, next to the organization switcher. Open it to find:

• Reopen Walkthrough - Restarts the guided tour that ran the first time you signed in. Use it if you want a refresher on the basics.
• Report a Bug or Feedback - Opens a quick form to send a message to the FormWise team. Include as much detail as you can - the more context, the faster we can help.
• What's new - The latest changelog entries, with a link to the full changelog.

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Common patterns

A few habits will help you move faster as you get comfortable:

• Create things from the library. The New button on the library asks what you want to build - a Flow, an Agent, or a Suite - and walks you through it.
• Use the list views to organize. Each section has a list view where you can search, filter, and rename items. Give things clear names early - future-you will thank you.
• Trust the back button. FormWise uses standard browser navigation, so you can use back and forward to step through your recent screens.
• Switch organizations to switch context. Each organization has its own Flows, members, API keys, and brand. If something looks missing, double-check you are in the right workspace.

Next steps