Title: Glossary · Help Center | OneForm > What OneForm's words mean: OneAI Tokens, leads and lead scores, reports and drafts, auto-send, workflows, booking pages and more. Source: https://oneform.si/help/glossary/ --- 1. [Help Center](https://oneform.si/help/) 2. Glossary # Glossary What OneForm's words mean: OneAI Tokens, leads and lead scores, reports and drafts, auto-send, workflows, booking pages and more. [A](#letter-A)[B](#letter-B)[D](#letter-D)[E](#letter-E)[H](#letter-H)[I](#letter-I)[L](#letter-L)[O](#letter-O)[P](#letter-P)[Q](#letter-Q)[R](#letter-R)[S](#letter-S)[T](#letter-T)[U](#letter-U)[V](#letter-V)[W](#letter-W) [Admin](#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](https://oneform.si/help/team-and-account/roles-and-permissions/) [AI agent](#ai-agent)Also: 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](https://oneform.si/help/integrations/connect-ai-agents/) [Approve](#approve) Marking a draft as ready. Only approved reports can be sent or scheduled. Read more: [Approve and send a report](https://oneform.si/help/reports/approve-and-send-a-report/) [Audit log](#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](https://oneform.si/help/team-and-account/audit-log/) [Auto-send](#auto-send)Also: 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](https://oneform.si/help/reports/send-reports-automatically/) [Availability](#availability)Also: hours, buffer The hours you can be booked, with the gaps and notice you want around calls. Read more: [Set your availability](https://oneform.si/help/bookings/set-your-availability/) [Blocked address](#blocked-address)Also: bounce, suppression An email address OneForm stops emailing because messages to it bounced or it reported spam. Read more: [Unsubscribes and bounced emails](https://oneform.si/help/emails-and-notifications/unsubscribes-and-bounced-emails/) [Booking page](#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](https://oneform.si/help/bookings/create-a-booking-page/) [Data retention](#data-retention)Also: 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](https://oneform.si/help/privacy-and-security/delete-client-data-automatically/) [Default workflow](#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](https://oneform.si/help/workflows/workflows-explained/) [Draft](#draft) A report OneFormAI has written that hasn't been approved yet. Read more: [Review and edit a draft report](https://oneform.si/help/reports/review-and-edit-a-draft/) [Dynamic form](#dynamic-form) A form where OneFormAI picks the next question from your question bank based on the answers so far. Read more: [Dynamic forms](https://oneform.si/help/forms/dynamic-forms/) [Embed](#embed)Also: 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](https://oneform.si/help/share/embed-a-form-on-your-website/) [Hidden field](#hidden-field)Also: URL parameter, UTM A value passed in the form's link (such as where the visitor came from) that's saved with the response without being asked. Read more: [Pass details into a form with hidden fields](https://oneform.si/help/share/prefill-answers-and-hidden-fields/) [Hot lead](#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](https://oneform.si/help/responses-and-leads/hot-lead-alerts/) [Integration](#integration)Also: 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](https://oneform.si/help/integrations/integrations-overview/) [Lead](#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](https://oneform.si/help/responses-and-leads/leads-explained/) [Lead score](#lead-score)Also: 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](https://oneform.si/help/responses-and-leads/set-up-lead-scoring/) [Logic](#logic)Also: 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](https://oneform.si/help/forms/logic-and-branching/) [OneAI Tokens](#oneai-tokens)Also: 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](https://oneform.si/help/billing/oneai-tokens/) · [OneAI Tokens and reports](https://oneform.si/help/reports/oneai-tokens-and-reports/) [OneFormAI](#oneformai)Also: 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](https://oneform.si/help/reports/how-ai-reports-work/) · [Create a form with AI](https://oneform.si/help/forms/create-a-form-with-ai/) [Order](#order) A record of one payment for a report or call, with its status and receipt. Read more: [Orders, refunds and invoices](https://oneform.si/help/payments/orders-refunds-and-invoices/) [Owner](#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](https://oneform.si/help/team-and-account/roles-and-permissions/) [Paid call](#paid-call)Also: paid consultation A booked call your client pays for when they book. Read more: [Charge for a call](https://oneform.si/help/payments/charge-for-a-call/) [Paid report](#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](https://oneform.si/help/payments/charge-for-a-report/) [Payout](#payout) Money Stripe moves from your Stripe balance to your bank account. Read more: [Payouts](https://oneform.si/help/payments/payouts/) [Plan](#plan)Also: 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](https://oneform.si/help/billing/plans-explained/) · [Change or cancel your plan](https://oneform.si/help/billing/change-or-cancel-your-plan/) [Plan limit](#plan-limit)Also: 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](https://oneform.si/help/billing/when-you-reach-a-plan-limit/) [Publish](#publish)Also: 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](https://oneform.si/help/forms/publish-a-form/) [Question type](#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](https://oneform.si/help/forms/question-types/) [Recall](#recall)Also: 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](https://oneform.si/help/forms/personalize-questions-with-answers/) [Reply-to address](#reply-to-address)Also: reply-to Where your clients' replies to OneForm's emails go. Read more: [Set your sender name and reply-to address](https://oneform.si/help/emails-and-notifications/sender-name-and-reply-to/) [Report](#report) The document OneForm writes from a response, following the report instructions you set on the form. Read more: [How AI reports work](https://oneform.si/help/reports/how-ai-reports-work/) · [Set up a report on a form](https://oneform.si/help/reports/set-up-a-report/) [Report instructions](#report-instructions)Also: report prompt, prompt What you tell OneFormAI to write in each report: its purpose, sections and tone. Read more: [Write better report instructions](https://oneform.si/help/reports/write-a-better-report-prompt/) [Response](#response)Also: submission One person's submitted answers to a form. Read more: [View and search responses](https://oneform.si/help/responses-and-leads/view-and-search-responses/) [Reviewer](#reviewer) The role that can see everything; review, edit and send reports; and manage bookings. Read more: [Roles and permissions](https://oneform.si/help/team-and-account/roles-and-permissions/) [Review queue](#review-queue)Also: review The **Review** page: drafts waiting for someone on your team to check, edit and approve. Read more: [Review and edit a draft report](https://oneform.si/help/reports/review-and-edit-a-draft/) [Sample forms](#sample-forms)Also: 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](https://oneform.si/help/getting-started/sample-forms-and-data/) [Scheduled send](#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](https://oneform.si/help/reports/schedule-a-report-and-reminders/) [Seat](#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](https://oneform.si/help/team-and-account/invite-your-team/) [Sending domain](#sending-domain)Also: 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](https://oneform.si/help/emails-and-notifications/send-from-your-own-domain/) [Step](#step)Also: action One thing a workflow does, such as sending an email or adding a row to a spreadsheet. Read more: [Workflow actions](https://oneform.si/help/workflows/workflow-steps/) [Stripe Connect](#stripe-connect)Also: 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](https://oneform.si/help/payments/connect-stripe/) [Taxpayer consent (§7216)](#taxpayer-consent)Also: 7216, IRC 7216, consent An optional per-form notice and consent request about using a taxpayer's information, including with AI. Read more: [Taxpayer privacy notice and consent (IRC §7216)](https://oneform.si/help/reports/taxpayer-consent-for-ai-section-7216/) [Template](#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](https://oneform.si/help/forms/start-from-a-template/) [Thank-you screen](#thank-you-screen)Also: ending The screen people see after they submit. It can offer a call or a payment. Read more: [Welcome and thank-you screens](https://oneform.si/help/forms/welcome-and-thank-you-screens/) · [Offer a call after a form](https://oneform.si/help/bookings/offer-a-call-after-a-form/) [Trigger](#trigger) The event that starts a workflow, such as a form being submitted or a lead becoming hot. Read more: [Workflow triggers](https://oneform.si/help/workflows/workflow-triggers/) [Unfinished response](#unfinished-response)Also: 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](https://oneform.si/help/share/unfinished-forms/) [Viewer](#viewer) The read-only role: forms, responses, reports and leads, without changing anything. Read more: [Roles and permissions](https://oneform.si/help/team-and-account/roles-and-permissions/) [Voice form](#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](https://oneform.si/help/forms/create-a-voice-form/) · [How voice forms work](https://oneform.si/help/forms/how-voice-forms-work/) · [Answer a form by talking](https://oneform.si/help/for-clients/answering-a-voice-form/) [Webhook](#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](https://oneform.si/help/integrations/send-data-to-another-app-webhooks/) [Welcome screen](#welcome-screen) The first screen of a form, before the questions. Read more: [Welcome and thank-you screens](https://oneform.si/help/forms/welcome-and-thank-you-screens/) [Workflow](#workflow)Also: 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](https://oneform.si/help/workflows/workflows-explained/) Still stuck? A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day. 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