# Understanding the dashboard

Tour the formbase dashboard — sidebar, workspace, AI panel, and settings.

## Understanding the dashboard

A map of formbase outside the editor. Skim once — every section links to a dedicated page when you want depth.

<h2 id="layout">The layout</h2>

<p>Three regions:</p>
<ul>
  <li>
    <strong>Sidebar</strong> (left) — workspace switcher, navigation, plan and AI credits, your profile.
  </li>
  <li>
    <strong>Main area</strong> (center) — whichever page you opened. The default is <strong>Forms</strong>, the folder explorer.
  </li>
  <li>
    <strong>AI launcher</strong> (bottom-right) — the button that opens AI chat in a panel on the right.
  </li>
</ul>
<p>
  Two shortcuts work anywhere:  /  opens search, and{' '}
   /  opens and closes AI chat.
</p>

<h2 id="workspace-switcher">Workspace switcher</h2>

  <p>
    Top of the sidebar. Click to switch workspaces, create a new one, open <strong>Workspace Settings</strong>, or leave a workspace you
    don't own. <a href="/workspaces-teams/overview">Workspaces overview →</a>
  </p>

<h2 id="sidebar">Sidebar navigation</h2>

<p>One line each — follow the link for full docs.</p>
<ul>
  <li>
    <strong>Search</strong> — the same palette as : jump to any form, page, or action.
  </li>
  <li>
    <strong>Forms</strong> — the folder explorer, and where <strong>Form</strong> and <strong>Folder</strong> create new ones. Rename,
    duplicate, move, share, delete. Sort by name, created date, or last edited; filter by status or editor.{' '}
    <a href="/workspaces-teams/folders">Folders →</a>
  </li>
  <li>
    <strong>Requests</strong> — everything you are waiting on from customers, across every form: status, reminders, and callbacks. Open one
    for its timeline. <a href="/requests/managing-requests">The Requests page →</a>
  </li>
  <li>
    <strong>Trash</strong> — deleted forms. Restore one to a folder of your choice, or delete it for good. After 30 days formbase removes it
    for you. <a href="/workspaces-teams/trash">Trash →</a>
  </li>
  <li>
    <strong>Domains</strong> — share domains for your links, email domains for your sending address, and your Cloudflare Turnstile keys{' '}
    <em>(Pro)</em>. <a href="/branding-domains/custom-domains">Custom domains →</a>
  </li>
  <li>
    <strong>AI Skills</strong> — teach the AI reusable domain knowledge, tone rules, and question guides your whole team can apply{' '}
    <em>(Pro)</em>. <a href="/ai/overview">AI overview →</a>
  </li>
  <li>
    <strong>Integrations</strong> — workspace-wide connections (Google Sheets, Slack, Notion, etc.) reusable across forms.{' '}
    <a href="/integrations/google-sheets">See integrations →</a>
  </li>
  <li>
    <strong>OAuth and API Keys</strong> — API tokens and connected apps for programmatic access, scoped to the active workspace.{' '}
    <a href="/developers/api-tokens">API tokens →</a>
  </li>
</ul>
<p>Below that:</p>
<ul>
  <li>
    <strong>Templates</strong> — 19 ready-made forms in six categories (Requests, Business, Feedback, Events, HR, Support). Click one and it
    becomes a new form in this workspace.
  </li>
  <li>
    <strong>Help</strong> — a page of links into these docs, plus a way to reach support.
  </li>
  <li>
    <strong>Feedback and Roadmap</strong> — opens the public board where you can send feedback and follow what's coming next.
  </li>
</ul>

<h2 id="account">Plan, credits, theme, and language</h2>

  <p>Just above your avatar sits one card with four rows:</p>
  <ul>
    <li>
      <strong>Free plan</strong> / <strong>Pro plan</strong> / <strong>Business plan</strong> — with <strong>Upgrade</strong> or{' '}
      <strong>Manage</strong> on the right, which opens the <a href="/subscription-billing/plans-pricing">subscription page</a>.
    </li>
    <li>
      <strong>AI credits</strong> — your balance, shown as an estimate of chats left. <strong>Add credits</strong> tops it up. Credits
      belong to you, not to the workspace; a Business owner can switch on <strong>Share my AI credits with members</strong> so the workspace
      draws from their balance instead. <a href="/ai/ai-credits-usage">AI credits &amp; usage →</a>
    </li>
    <li>
      <strong>Toggle theme</strong> — a switch between light and dark. <a href="/branding-domains/appearance-theming">Appearance →</a>
    </li>
    <li>
      <strong>Language</strong> — the dashboard language: Automatic, English, Norsk, Deutsch, Nederlands, Français, Español, or Türkçe. It
      does not change what your respondents see. <a href="/building-forms/language-setting">Form language →</a>
    </li>
  </ul>

<h2 id="profile">Your profile</h2>

<p>Click your avatar at the very bottom of the sidebar. The menu has two items:</p>
<ul>
  <li>
    <strong>Settings</strong> — opens <strong>Account Settings</strong>: your photo and display name, the sign-in method linked to the
    account, and <strong>Delete Account</strong>.
  </li>
  <li>
    <strong>Log out</strong>.
  </li>
</ul>

<h2 id="ai">AI chat</h2>
<p>
  The button in the bottom-right opens AI chat — an assistant that can create, edit, and analyze your forms. It is on every page, and{' '}
   /  opens and closes it. For what it can do, see{' '}
  <a href="/building-forms/understanding-the-editor#ai-chat">AI chat in the editor guide</a> and <a href="/ai/overview">AI overview</a>.
</p>

> ℹ️ **Connect your own agent**
> <p>
>     Prefer Claude, ChatGPT, Cursor, or another tool? See <a href="/guides/ai-agents/connect">Connect an AI agent</a>.
>   </p>

<h2 id="settings-pages">Settings — what lives where</h2>
<ul>
  <li>
    <strong>Workspace Settings</strong> (workspace switcher → Workspace Settings) — workspace name, timezone, notification email language,
    AI credit sharing, members and the invite link, and deleting the workspace. Members can open it and invite; renaming, removing members,
    and deleting need the owner. <a href="/workspaces-teams/inviting-members">Inviting members →</a>
  </li>
  <li>
    <strong>Account Settings</strong> (avatar → Settings) — your photo and display name, sign-in method, delete account.
  </li>
  <li>
    <strong>Form settings</strong> — per-form, from <strong>Settings</strong> in the editor toolbar: General, Access, Submissions, E-mail
    Notifications, Integrations, and Danger Zone. <a href="/building-forms/form-settings">Form settings →</a>
  </li>
</ul>

<h2 id="next-steps">Next steps</h2>
<div class="not-prose grid gap-3 sm:grid-cols-2">
  - [Understanding the editor](/building-forms/understanding-the-editor) — Full editor tour
  - [Folders](/workspaces-teams/folders) — Organize forms at scale
  - [Inviting members](/workspaces-teams/inviting-members) — Add teammates to your workspace
  - [Build your form](/getting-started/build-your-form) — From blank canvas to a published form
</div>