Documentation
Everything you need to build workflows and collect data with FormAssembly.
Getting Started
How to set up your account, complete onboarding, and navigate FormAssembly for the first time.
Building Workflows
How to create, edit, publish, and manage workflows using the AI-powered builder and canvas.
Designing Forms
How forms work inside workflows, including layout, fields, validation, localization, and theming.
Collecting Responses
How to publish workflows, share form links, test submissions, embed forms, and review collected data.
Connecting Services
How to connect third-party services like Google Sheets and Google Drive, connect a sandbox for testing, and configure connector steps in your workflows.
Connecting AI Assistants (MCP)
How to connect an external AI assistant — such as Claude, ChatGPT, or Cursor — to your FormAssembly account through the MCP server, what the assistant can do once connected, and how to review or revoke its access.
Team & Account Settings
How to manage your account profile, invite team members, set up your privacy policy, and handle legal agreements.
Plans & Billing
Where to see your account's plan and usage, how plan limits and add-ons show up in FormAssembly, and how to upgrade or talk to sales.
Intake Agents
How to configure an AI-powered Intake Agent on a workflow to guide respondents through form completion.
Using Fai, Your AI Assistant
How to work effectively with Fai — the AI agent that builds workflows, answers questions, and guides you through FormAssembly.
Compliance & Policies
How to govern data collection across your account using the Compliance Oversight dashboard — including policies, the Review Gate, risk tracking, and the audit trail.
Viewing Responses
How to browse the responses a workflow has collected, read an individual submission, filter out test data, and check whether delivery to your connected systems succeeded.
Themes & Branding
How to use your account's theme library to brand respondent-facing forms, edit a theme, and choose which theme a workflow uses.
Account Security
How to turn on two-factor authentication, keep backup codes, understand session timeouts and account lockout, and reset a forgotten password.
What Happens After Submit
How to set up the email notifications, thank-you page, and redirects that run once a respondent submits, including how to insert their answers into that content.
Connect to Your CRM
How to send form responses into Salesforce or Microsoft Dynamics — looking up existing records, creating and updating them, and mapping fields.
Connect to Spreadsheets & Files
How to append form responses to Google Sheets or Excel, and how to deliver uploaded files to Google Drive or OneDrive.
Connect to Developer Tools
How to post responses to your own endpoint with the webhook connector, reshape data before it is sent, and look up addresses with Google Maps.
Taking Payments
How to collect a payment or start a subscription as part of a workflow using Stripe, and how to rehearse it without moving real money.
Roles & Permissions
How roles decide what each person on your account can do — the three built-in roles, the permission catalog behind them, and how a role is assigned or changed.
Guest Access & User Groups
How to let someone from another FormAssembly account work in yours as a guest, how guests accept and switch accounts, and how user groups share workflows with a set of people at once.
Single Sign-On (SSO)
How to connect your organization's identity provider and require respondents to sign in through it before they can start a workflow.
FormAssembly Logs
How to find out why a step failed — the per-workflow execution log, what each failure reason means, how long entries are kept, and where delivery results are recorded on a response.
Analytics & Insights
How to track submission trends, monitor delivery success, analyze conversion funnels, and define success metrics using the account and per-workflow analytics dashboards.
Getting Help
How to contact FormAssembly Support from the app or the support form, what to include, the partner support path, and how to let Support into your account to investigate.
API Reference
Interactive reference for the FormAssembly REST API.