Form builder with 22 field types, conditional logic, and four AI endpoints.
Cross-form hub with dashboard, forms grid, responses inbox, templates gallery, analytics rollup, and approvals queue. Per-form editor with an 8-tab strip — Preview, Build, Design, Logic/Flow, Pages, Connect, Share, Results. 22 field types including calculation, payment, signature, and address. AI field suggestions, spam protection, follow-up concierge, and free-text extraction. A/B experiments. Public form renderer and embed. SOC2, HIPAA, and PCI compliance modes.
Dashboard. Forms grid. Responses inbox. Templates. Analytics. Approvals.
Six cross-form surfaces. The dashboard shows form counts and activity. The forms grid lists all forms with status filters — All, Active, Draft, Closed. The responses inbox aggregates submissions across all forms. The templates gallery offers 16 templates across 10 categories. The analytics rollup shows workspace-level metrics with per-form drill-in. The approvals queue surfaces flagged submissions.
Dashboard. Forms grid. Responses inbox. Templates. Analytics. Approvals.
The cross-form hub manages all forms from one sidebar. The dashboard shows activity and quick-create. The forms grid lists all forms with status filters. The responses inbox aggregates submissions. Templates provides 16 starting points across 10 categories. Analytics rolls up workspace metrics. Approvals queues flagged submissions.
Dashboard
MomentumDashboard with form counts, recent activity, and AI prompt routing to /forms/new for quick creation.
All Forms
Forms grid with status filters — All, Active, Draft, Closed. Create, duplicate, and publish actions per form.
Responses
Cross-form responses inbox. Submissions from all forms in one view. Click through to per-response detail.
Templates
16 templates across 10 categories — Communication, Feedback, Hospitality, Events, Operations, HR, Sales, Marketing, Legal, Membership.
Analytics
Workspace-level analytics rollup with per-form drill-in. Reports merged into Analytics as the "By form" breakdown.
Approvals
Flagged-submission approval queue. Review flagged responses before processing. Universal footer surface.
22 field types. Multi-page. Block editor. Conditional visibility.
Drag fields from a palette onto the canvas — 14 input fields, 3 layout blocks, and 5 specialized fields including calculation, payment, signature, address, and AI free-text extraction. Multi-page forms with per-page branching. Block editor with headings, paragraphs, images, and dividers between fields. Per-field conditional visibility rules.
Drag a field. Add a page. Build the form.
A visual form builder with 22 field types. Drag fields from the palette onto the canvas — 14 input fields (text, email, phone, textarea, select, radio, checkbox, checkbox-group, number, date, time, rating, file, hidden), 3 layout blocks (heading, divider, image), and 5 specialized fields (calculation, payment, signature, address, free-text). Configure each field with a modal editor — label, placeholder, validation rules, required toggle, conditional visibility. Multi-page forms with per-page branching and advance conditions. Block editor with rich content between fields. Desktop and mobile preview.
Field Palette
Drag fields onto the canvas — 14 input fields, 3 layout blocks, 5 specialized fields. 22 field types total. Per-field conditional visibility rules.
Field Editor
Click a field to configure it. Label, placeholder, help text, validation, required, conditional visibility. Per-field settings in a modal.
Multi-Page
Break forms into pages. Add pages, reorder, set per-page advance conditions. Page-level branching with nextPages configuration.
Block Editor
Rich content between fields. Headings, paragraphs, images, dividers inserted between input fields on the canvas.
Preview
See the form exactly as respondents will. Desktop and mobile preview.
AI Field Suggestions
Describe what the form is for. Receive suggested fields and structure. Accept, edit, or regenerate.
Eight tabs per form. Preview. Build. Design. Flow. Pages. Connect. Share. Results.
Every form opens to an 8-tab PillTabs editor. Preview renders the form as respondents see it. Build is the drag-and-drop field editor. Design controls visual theming. Flow maps conditional logic as a visual diagram. Pages manages multi-page structure. Connect configures webhooks and integrations. Share generates public links and embed codes. Results unifies Responses, Summary, and Experiments under one view.
Preview. Build. Design. Flow. Pages. Connect. Share. Results.
Every form opens to an 8-tab PillTabs strip. Each tab is a dedicated surface. Preview shows the respondent view. Build is the field editor. Design controls theming. Flow maps logic. Pages manages multi-page structure. Connect configures integrations. Share generates distribution links. Results unifies responses, summary, and experiments.
Preview
Renders the form exactly as respondents see it. Desktop and mobile preview modes.
Build
The drag-and-drop form builder. Field palette, canvas, field editor modal. Block editor or legacy editor toggle.
Design
Visual theming — layout (single/two-column), accent color, background color, border radius, font family, background image with opacity and blur. Cover image with focal point. Success image. OG image override.
Logic / Flow
Visual flow map of conditional rules. If/then branching, skip logic, and conditional field visibility rendered as a diagram. Per-page advance conditions and multi-path branching.
Pages
Multi-page form management. Add, reorder, and configure pages. Per-page hero images. Page-level branching with nextPages and advance conditions.
Connect
Per-form integrations panel. Webhooks with HMAC SHA-256 signing, test fire, and delivery log. Event stream. Box file storage integration. Stripe payment configuration.
Share
Public link generation at /f/:formId. Embed code with script tag at /embed/:formId. Send via email. Send via SMS. QR code.
Results
Unified post-submission surface with PillTabs — Responses (default), Summary (field-level breakdowns, completion rates, drop-off), and Experiments (A/B variant analytics). Per-response detail with field values and attachments.
Field suggestions. Spam protection. Follow-up concierge. Free-text extraction. Calculation engine.
Four AI endpoints — field suggestions from a form description, spam classification on submissions, auto-generated follow-up messages, and structured data extraction from open-ended answers. Safe expression calculation engine with field references, operators, and functions. AI features gated in HIPAA/PCI compliance modes.
Four AI endpoints. Calculation engine. Signature. Address autocomplete.
Four AI endpoints — field suggestions, spam classification, follow-up concierge, and free-text extraction. A safe expression calculation engine with field references and functions. Signature capture with draw, type, and upload. Address autocomplete via Nominatim or Google Places. All AI features gated in HIPAA/PCI compliance modes.
AI Field Suggestions
Describe the form purpose. Receive up to 10 draft fields matching the FormField schema. Vertical-specific prompts — lead capture, feedback, intake, custom. Accept, edit, or regenerate.
AI Spam Protection
classifySubmission via ai.classifier. Thresholds: >0.9 reject, 0.6–0.9 flag for review, <0.6 accept. Concatenates text fields. Honeypot and rate-limit as fallbacks.
AI Follow-Up Concierge
Auto-generates a personalized follow-up message on submission via ai.reasoner. Routes through @calisto/inbox-messaging (email or SMS). Follow-up conversation appended to the response row.
Free-Text Extraction
Parses structured key/value pairs from open-ended answers via ai.reasoner. Async post-submission processing. Extracted data stored in the response row.
Calculation Engine
Safe expression evaluator — no eval or Function. Field references via {field_id}. Operators: + - * / %. Functions: min, max, abs, round, floor, ceil, if. Comparisons inside if(). Recomputed reactively as inputs change.
Signature Capture
HTML5 Canvas pointer-based capture with three modes — draw, type, upload. Exports as PNG data URL. Inline in forms-core with extracted SignaturePad in sign-clients.
Address Autocomplete
FormAddressField with configurable provider — Nominatim or Google Places. Per-field addressProvider setting.
Public link. Embed code. Email. SMS. Draft save. Cross-product embedding.
Public form renderer at /f/:formId with OG metadata. Embed URL at /embed/:formId with script tag. Send via email or SMS. Draft save and resume for partial submissions. AppForm and FormBlock components for cross-product embedding into 19 Calisto apps.
Responses. Summary. Experiments. Webhooks. Server bridges. Compliance modes.
Unified Results view with Responses (per-submission detail), Summary (field-level breakdowns and completion rates), and Experiments (A/B variant testing). Webhooks with HMAC SHA-256 signing and exponential-backoff retry. Server bridges to Contacts, Deals, Tasks, and Sign. SOC2, HIPAA, and PCI compliance modes with audit logging.
Responses. Experiments. Webhooks. Server bridges. Compliance modes.
Unified Results view with Responses, Summary, and Experiments under PillTabs. Webhooks with HMAC SHA-256 signing and retry. Server bridges sync submissions to Contacts, Deals, Tasks, and Sign. SOC2, HIPAA, and PCI compliance modes with audit logging. API keys with OpenAPI spec for programmatic access.
Responses
Every submission with respondent name, email, timestamp, and completion status. Per-response detail with all field values, attachments, and payment status. CSV and JSON export.
Summary
Aggregated response data with field-level breakdowns. Completion rates. Drop-off analysis by page.
Experiments
A/B variant testing. Create variant forms, split the audience, and compare conversion rates. Variant assignment via localStorage persistence. Per-experiment analytics breakdown.
Webhooks
Four event types — form.submitted, form.payment.captured, form.draft.saved, form.response.updated. HMAC SHA-256 signed payloads. Exponential-backoff retry with 10 attempts over ~8 days. Delivery log, test fire, and cancel pending.
Server Bridges
Fire-and-forget post-submission bridges. Contact sync upserts from email/name/phone. Deals bridge creates pipeline leads. Tasks bridge creates tasks from service forms. Sign bridge triggers e-signature envelopes from waiver forms.
Compliance Modes
Four modes — none, SOC2, HIPAA, PCI. Audit log writes for response access. Webhook TLS 1.3 enforcement in HIPAA mode. AI features gated in HIPAA/PCI modes.
Analytics Events
Eight event types tracked — view, start, page_advance, abandon, complete, error, draft_save, draft_resume. Per-form and workspace-level analytics.
API Keys & OpenAPI
API key management for programmatic form submission. OpenAPI spec at /api/v1/forms/openapi. Public submission endpoint at /api/v1/forms/:id/submit.
Brand Check
Ethos Integrity integration. Form text content checked against account brand guidelines.
22 field types. 8 editor tabs. 4 AI endpoints. Compliance modes. Nothing extra.
High-Performance Ops. Zero Monthly Overhead.
Get all 15 Core modules at no monthly cost. You only pay 2% of processed revenue.