Question 1

What is Formfex?

Accepted Answer

Formfex collects information through a conversation. Describe what you need to learn, and Smart Forms run an adaptive interview with each respondent. Smart Analytics then summarises what came back, and AI Chat lets you ask it anything.

Question 2

How do I create an account?

Accepted Answer

Click 'Register' on the homepage, enter your email and set a password. A one-time verification code will be sent to your email — enter it to activate your account and start building forms right away.

Question 3

How do Smart Forms work?

Accepted Answer

Smart Forms are AI-powered adaptive conversations. Instead of static forms, an AI agent conducts a dynamic conversation with respondents, adapting questions in real-time based on previous answers to gather more relevant and contextual data.

Question 4

What can AI Analytics do?

Accepted Answer

AI Analytics goes beyond viewing individual responses. It detects patterns across submissions, flags anomalies, summarizes open-ended answers, and lets you chat with your data using natural language through the Ask Your Data feature.

Question 5

Can I connect Formfex to my AI assistant?

Accepted Answer

Yes. Formfex has an MCP server. Open Account → MCP, create a key, pick your client (Claude Code, the Claude apps, Cursor, VS Code, Gemini CLI, or any other MCP client), and paste the ready-made snippet. The wizard confirms once the connection has been seen. It is available on every plan.

Question 6

How do I create a smart form?

Accepted Answer

Go to the Smart Forms section in your dashboard and click 'New Smart Form'. Give your form a name, describe your goal to the AI, and it will generate the interview flow for you. You can then review and edit questions before publishing.

Question 7

How do I publish a smart form?

Accepted Answer

Open your smart form, click 'Publish', and choose Public or Private access. Once published, you'll get a shareable link at formfex.com/sf/[id] that you can send to respondents.

Question 8

What is the difference between Public and Private smart forms?

Accepted Answer

Public smart forms are accessible to anyone with the link — no login required. Private smart forms require respondents to verify their email via a one-time code. Only email addresses you whitelist during publishing can access a private form.

Question 9

How does Private smart form access work?

Accepted Answer

When a respondent visits a Private smart form link, they enter their email address. If it's on the whitelist, they receive a one-time verification code. After entering the code they can begin the interview. Each email can only complete the form once.

Question 10

How do I view smart form sessions?

Accepted Answer

Navigate to your smart form and open the Analytics tab. The Sessions panel lists all completed and active interviews. Click any session to read the full Q&A transcript and any AI insights collected during that session.

Question 11

What is Smart Analytics?

Accepted Answer

Smart Analytics is an AI-generated report built from your smart form sessions. It identifies patterns, surfaces key insights, detects anomalies, and presents them as a structured report with charts and summaries that you read inside Formfex.

Question 12

What is Ask Your Data?

Accepted Answer

Ask Your Data is an AI chat feature that lets you query your smart form response data using natural language. Ask questions like 'What were the most common pain points?' or 'Which sessions showed the highest engagement?' and get instant AI-generated answers.

Question 13

Can I export my Smart Analytics report?

Accepted Answer

The report is read on its own page inside Formfex and can be printed straight from your browser. Session data can also be exported as CSV or Excel.

Question 14

How do I run a Smart Analytics report?

Accepted Answer

Open your smart form's Analytics page and click 'Generate Report'. The AI will analyze all collected sessions and produce a structured report. Report generation typically takes 1–3 minutes depending on the number of sessions.

Question 15

What are AI credits?

Accepted Answer

AI credits power Formfex's AI features — smart form generation, session analysis, Ask Your Data queries, and Smart Analytics reports. Each AI action consumes a small number of credits. Your plan includes a monthly credit allowance that resets each billing cycle.

Question 16

Is Formfex free to use?

Accepted Answer

Yes. The free plan includes 100 one-time AI credits and every feature — smart forms, sessions, Smart Analytics and Ask Your Data. Paid plans add credits every month and remove the Formfex badge.

Question 17

How do I upgrade my plan?

Accepted Answer

Go to the Billing page or visit the Pricing page to compare plans. Click 'Upgrade' on the plan you want — you'll be taken to a secure Stripe checkout. Upgrades take effect immediately and you only pay the prorated difference.

Question 18

How do I cancel my subscription?

Accepted Answer

You can cancel your subscription from the Billing page at any time. Your current plan features will remain active until the end of your billing period — no immediate downgrade.

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