Forms
Create forms with AI or a template, add questions and logic, and make them yours.
Create a form
- Create a form with AIDescribe the form you need in a sentence, or attach an existing one, and OneFormAI builds the questions, logic and report for you.
- Start from a templatePick one of OneForm's ready-made tax checkups, with questions, logic and report instructions already written, and make it yours.
- Tour the form builderThe builder's tabs, how the question list, preview and side panel fit together, and how saving, undo and previews work.
Questions and logic
- Question typesEvery kind of question you can add to a form, what clients see for each, and when to use it.
- Required answers and validationMake questions required, and see how OneForm checks emails, phone numbers, numbers, dates and other answers before a form is sent.
- Logic and branchingShow questions only when they apply, skip ahead based on answers, add up scores, and send people to different endings.
- Personalize questions with answersGreet clients by name and repeat their earlier answers, scores or link details in later questions and on the thank-you screen.
- Dynamic formsLet OneFormAI choose the most useful next question for each client from your list, so people answer fewer, better questions.
Design and screens
- Welcome and thank-you screensSet up the screen clients see first and the one they see after submitting, with your logo, an image, links, a button, a call to book or a redirect.
- Brand your formsGive a form your firm's colors, fonts, background and logo, save the look as a preset, and use it on every new form.
- Forms in other languagesOffer a form in English, French and Spanish, let OneFormAI translate it, and check every line yourself.
Settings and publishing
- Form settingsWhat each switch in a form's Settings tab does, from the taxpayer privacy notice and booking a call to languages, voice, hidden fields and scores.
- Publish a formTake a form live so its link and your website accept responses, see what's left to set up, and unpublish it to stop taking responses.
- Duplicate or delete a formCopy a form to reuse it, take one offline without losing anything, or delete a form and its responses for good.
Voice forms
- Create a voice formDescribe a conversation and OneFormAI builds a voice form clients answer by talking, then set what it finds out, its colors and its voice.
- How voice forms workWhat your clients see and hear in a voice form, how it handles unclear or skipped answers, switching to typing, and what's kept.