Glossary
What OneForm's words mean: OneAI Tokens, leads and lead scores, reports and drafts, auto-send, workflows, booking pages and more.
- Admin
The role that can do everything except billing, payouts and ownership: forms, workflows, the team, settings, integrations and refunds.
Read more: Roles and permissions
- AI agentAlso: MCP
An AI assistant, such as Claude or ChatGPT, that you connect to OneForm so it can look things up and act for you.
Read more: Connect Claude, ChatGPT and other AI agents
- Approve
Marking a draft as ready. Only approved reports can be sent or scheduled.
Read more: Approve and send a report
- Audit log
A record of who on your team did what in your firm, and when.
Read more: See who did what in the audit log
- Auto-sendAlso: automatic sending
A form setting that sends each report without waiting for review. OneForm still holds a report for review when it has reason to.
Read more: Send reports automatically
- AvailabilityAlso: hours, buffer
The hours you can be booked, with the gaps and notice you want around calls.
Read more: Set your availability
- Blocked addressAlso: bounce, suppression
An email address OneForm stops emailing because messages to it bounced or it reported spam.
Read more: Unsubscribes and bounced emails
- Booking page
A page where clients pick a time from your availability to book a call with you, free or paid.
Read more: Create a booking page
- Data retentionAlso: retention
How long OneForm keeps your clients' responses and reports before deleting them automatically, if you choose a period.
Read more: Delete client data automatically
- Default workflow
The workflow every form starts with: it drafts the report, confirms receipt to the client and alerts your reviewers. You can change it.
Read more: How workflows work
- Draft
A report OneFormAI has written that hasn't been approved yet.
Read more: Review and edit a draft report
- Dynamic form
A form where OneFormAI picks the next question from your question bank based on the answers so far.
Read more: Dynamic forms
- EmbedAlso: embed code
Showing a form on your own website, inline or in a pop-up, with a snippet of code.
Read more: Put a form on your website
- Hot lead
A lead whose score passed your Hot threshold. A workflow can alert your team when it happens.
Read more: Get alerts for hot leads
- IntegrationAlso: app, connection
A connection between OneForm and another app your firm uses, such as Slack, Google Sheets or a CRM.
Read more: Connect OneForm to your other apps
- Lead
A person who filled in one or more of your forms. OneForm gathers their responses into one row on the Leads page.
Read more: Leads explained
- Lead scoreAlso: score, warm lead
A number that ranks how promising a lead is, from how well they fit (their answers) and how interested they are (what they do).
Read more: Set up lead scoring
- LogicAlso: branching, conditional logic, skip logic
Rules that show or hide questions, jump ahead, or calculate scores from the answers so far.
Read more: Logic and branching
- OneAI TokensAlso: tokens, credits, AI credits
What OneForm's AI features use. Your plan includes tokens every month, and you can buy more in Billing.
Read more: OneAI Tokens · OneAI Tokens and reports
- OneFormAIAlso: AI
The AI inside OneForm. It builds forms from a description, drafts each report from a client's answers and can build workflows.
Read more: How AI reports work · Create a form with AI
- Order
A record of one payment for a report or call, with its status and receipt.
Read more: Orders, refunds and invoices
- Owner
The role with every permission, including billing, payouts and closing the firm. A firm always has at least one owner.
Read more: Roles and permissions
- Paid callAlso: paid consultation
A booked call your client pays for when they book.
Read more: Charge for a call
- Paid report
A report your client pays for before they get it. Payments go to your own Stripe account.
Read more: Charge for a report
- PlanAlso: subscription
What your firm pays for OneForm, and what it includes. Features that need a particular plan show a badge, such as "Pro plan and up".
Read more: Plans explained · Change or cancel your plan
- Plan limitAlso: limit, held response
The most of something your plan allows at once, such as live forms or team members. OneForm tells you before you reach one.
Read more: When you reach a plan limit
- PublishAlso: live form, draft form
Making a form live so its link works. Unpublished forms are drafts only your team can preview.
Read more: Publish a form
- Question type
The kind of answer a question asks for: short text, multiple choice, yes or no, a number, a date and so on.
Read more: Question types
- RecallAlso: piping, personalization
Putting an earlier answer, such as the client's first name, into a later question or screen.
Read more: Personalize questions with answers
- Report
The document OneForm writes from a response, following the report instructions you set on the form.
Read more: How AI reports work · Set up a report on a form
- Report instructionsAlso: report prompt, prompt
What you tell OneFormAI to write in each report: its purpose, sections and tone.
Read more: Write better report instructions
- ResponseAlso: submission
One person's submitted answers to a form.
Read more: View and search responses
- Reviewer
The role that can see everything; review, edit and send reports; and manage bookings.
Read more: Roles and permissions
- Review queueAlso: review
The Review page: drafts waiting for someone on your team to check, edit and approve.
Read more: Review and edit a draft report
- Sample formsAlso: samples
Example forms every new firm gets, so you can see what OneForm can do. They're hidden on the Forms page until you show them.
Read more: Sample forms
- Scheduled send
An approved report set to go out at a later time instead of right away.
Read more: Schedule a report and send reminders
- Seat
A place for one person on your team. Open invites hold a seat until they're accepted or cancelled.
Read more: Invite your team
- Sending domainAlso: custom domain, DNS
Your own email domain, verified so OneForm's emails to clients come from your address.
Read more: Send emails from your own domain
- StepAlso: action
One thing a workflow does, such as sending an email or adding a row to a spreadsheet.
Read more: Workflow actions
- Stripe ConnectAlso: Stripe
How OneForm takes payments for you: your firm connects its own Stripe account, and the money goes straight to it.
Read more: Connect Stripe
- Taxpayer consent (§7216)Also: 7216, IRC 7216, consent
An optional per-form notice and consent request about using a taxpayer's information, including with AI.
- Template
A ready-made form, such as a tax checkup, with its questions and report instructions. Start from one and change anything.
Read more: Start from a template
- Thank-you screenAlso: ending
The screen people see after they submit. It can offer a call or a payment.
Read more: Welcome and thank-you screens · Offer a call after a form
- Trigger
The event that starts a workflow, such as a form being submitted or a lead becoming hot.
Read more: Workflow triggers
- Unfinished responseAlso: partial response, abandoned form
Answers someone started but didn't submit. OneForm can follow up on them with a workflow.
Read more: Follow up on unfinished forms
- Viewer
The read-only role: forms, responses, reports and leads, without changing anything.
Read more: Roles and permissions
- Voice form
A form your client answers by talking. OneForm asks the questions out loud and fills in the answers as they speak.
Read more: Create a voice form · How voice forms work · Answer a form by talking
- Webhook
A message OneForm sends to another app's address when something happens, so that app can act on it.
Read more: Send data to another app with webhooks
- Welcome screen
The first screen of a form, before the questions.
Read more: Welcome and thank-you screens
- WorkflowAlso: automation
What happens automatically after something like a submitted form: steps such as sending an email, notifying your team or sending the answers to another app.
Read more: How workflows work