Dashboard tour

The overall layout

The dashboard follows a three-region layout that stays the same across every screen:

• Top bar — global actions (workspace switcher, command palette, search, profile menu).
• Left sidebar — primary navigation between the six main areas of the product.
• Main content area — whatever screen you navigated to. Inside complex screens (like the editor), this is further subdivided into its own panels.

The layout is responsive. On narrow windows the sidebar collapses to icons; below 768px it becomes a slide-over drawer. The dashboard is fully keyboard-navigable — see keyboard shortcuts.

Top bar

A thin horizontal strip pinned at the top of every screen. Left to right:

• Workspace switcher — if you belong to multiple workspaces, switch between them here. The current workspace name and logo are displayed.
• Breadcrumbs — shows your current location within the app (Forms / Lead capture / Editor). Click any segment to jump back.
• Command palette trigger — the ⌘K icon. Opens the universal search and command runner.
• What's new— changelog icon that badges when there's a new release you haven't seen.
• Help menu — docs, keyboard shortcuts, status page, contact support.
• Profile menu — your account, preferences, theme (light/dark/system), and sign-out.

The sidebar

The left sidebar is your primary navigation. From top to bottom:

• Forms — the list of every form in the current workspace. Default landing area.
• Templates — pre-built starting points for common use cases (lead capture, NPS, patient intake, application forms).
• Submissions — every response across every form in the workspace. Useful when you want to search or export across forms.
• Analytics — workspace-level metrics: submission volume, completion rate trends, top-performing forms.
• Integrations — connect webhooks, Pipedrive, Google Sheets, OpenRouter. Workspace-level connection management; per-form wiring lives inside each form.
• Settings — workspace name, billing, team, API keys, custom domains, branding.

A collapse toggle at the bottom of the sidebar pins it to icon-only mode — useful on smaller laptops. Your choice is remembered per device.

Forms list

The Forms area is your starting page. Each form is represented by a card showing:

• Form title and a small color/icon identifier
• Status chip — draft, published, or archived
• Current published version (v1, v2, v3 ...)
• Total submissions (lifetime and last 7 days)
• Completion rate in the last 30 days
• Last edited timestamp and the user who edited
• Language indicators (🇬🇧 🇹🇷 🇩🇪 ...) if multilingual

Actions on the forms list

• New form(button in the top right) — opens the template gallery with a "blank form" option.
• Search & filter — filter by status, language, creator, or free-text search across form titles.
• Sort — recently edited, most submissions, alphabetical.
• View modes — grid (default) or compact list.
• Folders (Business+ plans) — group forms into folders, useful for agencies managing client-by-client.
• Per-card menu — duplicate, archive, delete, transfer to another workspace, export JSON spec.

Templates gallery

Templates are pre-built starting points grouped by use case:

• Lead capture — short, mid, long lead-gen funnels with scoring pre-wired.
• Customer feedback — NPS, CSAT, CES, churn surveys.
• Applications — job application, cohort admissions, grant applications.
• Healthcare — patient intake, appointment requests, consent forms.
• Education — course inquiry, student intake, parent communication.
• Events — RSVP, registration, post-event feedback.
• Quizzes — knowledge tests, personality quizzes, product-match quizzes.

Picking a template creates a new form pre-populated with the template's steps, fields, logic, and ending screens. You can then customize freely — the template is just a starting point, not a constraint.

AI generate

A special entry at the top of the template gallery. Describe your form in plain language and AnimationFunnel scaffolds it for you using the OpenRouter integration:

"Customer satisfaction survey with NPS, 3 follow-up questions based
on the NPS answer, and a thank-you screen with a discount code for
promoters."

The result is a form you can then edit normally. You still own the output — nothing about AI generation is locked or one-way.

The editor

Click any form to open the editor. The editor is where you spend most of your time and is organized into three panels plus a top bar with tabs.

The three panels

• Field library (left)— every field type you can add, grouped by category (basic, choice, date & time, rating, advanced, layout). Drag onto the canvas or click to append.
• Canvas (center) — a live, interactive render of the current step. Click any field to select it; drag to reorder; use the step navigator above the canvas to move between steps.
• Inspector (right) — settings for the currently-selected object. If a field is selected, the inspector shows field settings (label, validation, help text, logic). If nothing is selected, it shows step-level settings.

Editor tabs

Along the top of the editor, a horizontal tab bar lets you switch between sub-views:

• Build — the default three-panel editor.
• Logic — a flowchart view of every rule and jump in the form. Helpful for debugging complex branching.
• Design — theme customization: colors, fonts, background, button style, progress bar.
• Languages — translation editor. Add a new language, edit per-field translations, seed from machine translation.
• Share — link, embed snippets, QR code, custom domain assignment.
• Integrations — per-form integration wiring (webhook URLs, Pipedrive mappings, OpenRouter prompts).
• Settings — form-level settings (notifications, redirect, access, retention).

Auto-save & undo

Every change is auto-saved to the draft within ~1 second. A small indicator in the top bar confirms save state. Press ⌘Z to undo up to 100 steps back; ⇧⌘Z to redo. The undo history persists across page reloads.

The preview button

The Previewbutton in the top-right opens the form in a new tab using the current draft. Preview does not record real submissions and does not fire integrations; it's safe to test end-to-end.

Preview mode

Preview is a full render of the form using the current draft state. Preview URLs include a signed token and are safe to share with stakeholders — no login required. Three preview flavors are available:

• Standard preview — opens in a new tab with a preview banner at the top. Submissions are captured as preview submissions, which appear in a separate tab in the submissions view.
• Device preview — responsive frame simulator (iPhone, iPad, desktop). No banner; screenshots cleanly.
• Share preview link — a read-only link you can send to someone outside the workspace for review. The link expires after 7 days.

Submissions view

Every response across every form is available under Submissions. The submissions view has two levels: a table view (the list) and a detail drawer (one submission at a time).

The submissions table

• Columns — every field becomes a column; configurable per-form from the column picker. Scored fields (_score, _tier) are columns when scoring is enabled.
• Filters — by date range, completion status, tier, language, referrer, UTM, free-text search across all fields.
• Saved views— save a combination of filters + column config (e.g. "Hot leads, last 7 days").
• Bulk actions — export, delete, re-score, replay to integrations, add to segment, assign to user.
• Export — CSV, Excel, JSON, or a streaming connection to Google Sheets.

Real-time updates

New submissions appear in the table in real-time (via a server-sent events connection). A small pulse indicator confirms you're watching live; stale tabs reconnect automatically on focus.

Submission detail

Click any row to open the detail drawer. The drawer shows everything the product knows about one submission:

• Answers — one row per field, in the order they appear in the form. Hidden and computed fields are grouped separately.
• Scoring pane — if scoring is enabled, shows the score, tier, reason, which rules fired, the AI response (if AI scoring ran), and any gates applied.
• Journey — step-by-step timeline of which steps the visitor saw, how long they spent on each, where they went back.
• Metadata — IP country, user agent, referrer, UTM, device, language.
• Integration log — every dispatch to an external system, with status, response, and retry history. Replay any failed dispatch from here.
• Notes & tags — operator-added notes and tags. Useful for sales follow-up comments or internal labeling.
• Audit trail — every mutation (score override, tag change, manual edit) with the editing user and timestamp.

Analytics view

Each form has an Analytics tab with quantitative charts, and the sidebar-level Analytics view shows workspace-level rollups. Both use the same underlying aggregation engine.

Per-form analytics

• Overview — submissions over time, completion rate, average time to complete, top referring sources.
• Funnel — per-step drop-off chart. Which step loses the most visitors? The chart highlights the bottleneck step in red.
• Field-level analytics— distribution of answers per field. For dropdowns: bar chart of each option's frequency. For text: word-cloud and length histogram.
• Source breakdown — UTM-sliced metrics. Completion rate per source, tier distribution per campaign.
• Scoring analytics — score histogram, tier trend over time, top rules by fire count, conversion rate by tier (once CRM close-won data is wired back).

Workspace-level analytics

• Submission volume across all forms
• Top-performing forms by completion rate
• Top-performing forms by tier distribution
• Integration dispatch volume and failure rates
• Language distribution across the workspace

Integrations

The Integrations area in the sidebar manages workspace-level connections — once configured, they're available to every form. Per-form wiring (which integration fires on which form, with what mapping) happens inside each form's Integrations tab.

• Connection list — every connected service with status, connected user, and last dispatch time.
• Add connection — OAuth flow or API-key paste depending on the integration.
• Dispatch log — workspace-wide log of every integration call, searchable and filterable by status.
• Cost tracking — for cost-bearing integrations (OpenRouter), real-time spend per form and per day against configured caps.

Workspace settings

Settings is the admin area for workspace-level configuration. Organized into tabs:

• General — workspace name, logo, default timezone, default language.
• Branding — upload a logo, pick an accent color, configure custom email-from address.
• Team — invite members, manage roles, revoke access.
• Billing — current plan, usage, invoices, payment method.
• API keys — create, scope, and revoke keys.
• Custom domains — add and verify domains for form hosting.
• Notifications — who gets what email, digest cadence, Slack channels.
• Security — SSO (Business+), session duration, 2FA enforcement.
• Data & privacy — retention defaults, region configuration, DPA download, data export and delete.
• Audit log — workspace-level activity (Business+ plans).

Team & roles

Invite team members by email. Each invite carries a role that determines what the user can do. See the workspaces concept for the full role definitions.

• Owner — full control, including billing.
• Admin — full workspace control except billing.
• Editor — build and publish forms, view submissions.
• Viewer — read-only access.
• Form-scoped — on Business+, any role can be scoped to a subset of forms or folders.

Billing

Billing lives under Settings → Billing and shows:

• Current plan & price
• Submission usage this billing period vs. limit
• AI cost (if OpenRouter is enabled) against the cap
• Upcoming invoice estimate with line items (base plan + overages + AI)
• Payment method (card, SEPA, ACH, wire on Enterprise)
• Invoice history with PDF downloads
• Upgrade / downgrade controls
• Cancel subscription (with data-export reminder)

API keys

Create and manage keys for programmatic access. Every key has:

• Name — a human label (e.g. production-backend).
• Scope — read-only, read-write, or admin. Form-scoped keys are available on Business+.
• Environment — live or test. Test keys operate against a sandboxed workspace clone — no billing impact, no real submissions.
• Last used — timestamp and the IP that last made a request.
• Expiry — optional expiration date; automatic revocation on hit.

See the API authentication guide for how to actually use a key.

Custom domains

On Pro+ plans, connect your own domain for form hosting — e.g. forms.yoursite.com. The setup flow walks you through:

1. Enter the domain you want to use.
2. Add the displayed CNAME record to your DNS provider.
3. Click Verify. Verification usually completes in under 5 minutes once DNS propagates.
4. TLS is issued automatically via Let's Encrypt and renewed every 60 days.

Notifications

Notification preferences live both at the workspace level (defaults) and per-form (overrides).

• Real-time email — one email per submission. Useful during testing; usually off in steady state.
• Daily digest — a summary email at a chosen time, with counts and a link to the submissions view.
• Weekly digest — same idea, lower cadence.
• Slack — channel-level notifications with per-tier filtering (e.g. hot leads only go to #sales-hot).
• Mobile push — via the AnimationFunnel mobile app (iOS/Android).
• Silence windows — block notifications overnight or on weekends per user preference.

Command palette

Press ⌘K (Mac) or Ctrl+K(Windows / Linux) anywhere in the dashboard to open the command palette. It's a universal search + command runner:

• Navigate — type a form name, a setting, or a submissions view. Results appear instantly.
• Actions — new form, invite member, publish form, export submissions. Actions are context-aware: publish is only available when a form is selected.
• Jump to submission — paste a submission ID to jump directly to its detail drawer.
• Workspace switch — type @ to switch workspaces without leaving your current screen.
• Recent — hitting ⌘K with no query shows your most-recently-viewed forms and submissions.

Keyboard shortcuts

Every routine action has a shortcut. Press ? at any time to open the shortcuts overlay.

Global

• ⌘K — open command palette
• ? — show keyboard shortcuts
• G then F — go to Forms
• G then S — go to Submissions
• G then A — go to Analytics
• G then I — go to Integrations
• ⌘/ — toggle sidebar collapse
• ⌘B — toggle theme (light / dark)

Editor

• ⌘Z — undo
• ⇧⌘Z — redo
• ⌘D — duplicate selected field
• Delete — delete selected field
• ⌘↑ / ⌘↓ — move field up / down
• ⌘P — open preview
• ⇧⌘P — publish
• ⌘⏎ — insert a new field below the selected one
• Esc — deselect / close inspector

Submissions

• J / K — next / previous row
• ⏎ — open selected submission
• E — open export dialog
• F — focus the filter input

Mobile experience

The dashboard is responsive and fully functional on mobile, but optimized for the read-heavy tasks: viewing submissions, checking analytics, responding to Slack-notified hot leads. Editing complex forms is easier on desktop, but light tweaks (copy edits, publish, re-score) work fine on phone.

A native AnimationFunnel mobile app is available for iOS and Android. It delivers push notifications for new submissions and lets you triage hot leads from the lock screen.

Next steps