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, members, billing, and theme.
• 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.
• Build, Configure, Deploy, Monitor - The sidebar groups its sections into these four categories, plus a separate Settings area. The rest of the dashboard is built around these.

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

Your dashboard URL always includes your organization slug - for example, app.formwise.ai/your-org/tools. 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. It collapses to icons when you need more screen space and expands back when you hover over it. Sections are grouped under four labels - Build, Configure, Deploy, and Monitor.

Build

• Notebooks - Your knowledge base. Upload documents, PDFs, or text files and your Flows can reference them when generating responses. This is how you give your AI background knowledge about your business, products, or processes.
• Flows - Where you build and manage your AI Flows. Each Flow has its own visual workflow builder where you add Agent nodes, configure logic, and design the user-facing form or chatbot. You will spend most of your time here. Visit the Tools section for the full guide.
• Agents - Reusable AI personas your organization builds in the Agent builder. Agents can be assigned a personality, knowledge, and skills, then used across your Flows.
• Suites - Bundle several Flows together into a single branded experience. Think of a Suite as a small product - one URL, one look-and-feel, and a menu of Flows your users can switch between. Learn more in the Toolsets section.

Configure

• Connectors - Link external services and data sources into FormWise.
• Monetization - Set up plans, pricing, and credit allowances for the Flows and Suites you sell to end users. Currently in beta.

Deploy

• Storefronts - A shareable, optionally monetized entry surface where end users sign in, subscribe to a plan, and use your Suites. Currently in beta.
• HighLevel - Connect and manage your GoHighLevel integration.

Monitor

• Users - Everyone interfacing with your Suites, Flows, and Agents - your end users.
• Analytics - Usage and monetization reporting across your organization.
• History - The activity log for everything that runs in your workspace. Every time someone uses one of your Flows or Suites, the run is recorded here with its input, output, and timestamp. Use it to spot-check quality, debug a misbehaving Flow, or understand how your users are engaging.

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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 Back to App link at the top to return you 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 name, logo, and theme.
• Members - Invite teammates, manage roles, and remove access.
• Integrations - Connect AI providers (OpenAI, Anthropic, etc.) and third-party services.
• Billing - Manage your subscription and payment details.

API keys for AI model providers live under Settings > Integrations. You will need at least one key before any Flow can run.

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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 (your nodes, settings, and a Back to Flows link).
• Inside Settings - The sidebar shows only the Settings sub-pages, with a Back to App link 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 floating ? help button sits near the bottom of the sidebar. 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.

You can also find this documentation site at any time from your account menu.

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Common patterns

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

• Create things from the section they live in. New Flows start on the Flows page, new Suites on the Suites page, and new notebooks on the Notebooks page. The big New button is usually in the top-right of the list view.
• 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 theme. If something looks missing, double-check you are in the right workspace.

Next steps