Account & Billing
Frequently Asked Questions
Quick answers to the questions we hear most. For anything more specific, browse the full Help Center.
1. Do I need to know how to build forms?
No. Describe what you want in the AI chat panel and Orbiform drafts the questions, types, and logic. You can refine from there by dragging fields around or by asking the AI to adjust anything.
2. Can I match my brand?
Yes — set your logo, brand color, background, and font in the brand kit under Design. Every published form supports light and dark mode automatically.
3. What's the difference between Classic and Conversational?
Classic shows every question on one scrollable page. Conversational shows one question per screen with a progress bar and Enter-to-advance. Same form, two experiences — switch anytime.
4. How do I get responses into my other tools?
Add a webhook and connect Zapier, Make, or n8n — new responses forward automatically, and you can manually resend older ones. There's also a native Zapier app with its own triggers, a create action, and search steps if you'd rather not manage a webhook URL. CSV export is always available too.
5. Can an AI assistant like Claude access my Orbiform data directly?
Yes. Orbiform runs a remote MCP server, so you can connect Claude as a custom connector and let it list forms, read responses, check analytics, and manage webhooks in a conversation.
6. What can Ask AI tell me about my responses?
The same AI assistant lives in the editor, Responses, Analytics, and ⌘K, and it can do more than answer questions — filter, sort, and export the table (CSV, Excel, Word, or PDF), rank your best responses, and write a real written report from your actual data. AI Insights separately generates a one-click summary of trends, drop-off points, and sentiment across all responses.
7. How does the free trial work?
Every plan starts with a 7-day free trial — full feature access, no card required. Add a card any time before the trial ends to keep your workspace active.
8. What data does Orbiform request when I sign in with Google?
Only your name, email address, and profile photo — used solely to create and secure your Orbiform account. Orbiform never reads your Gmail or Drive, and never posts or acts on your behalf.
9. Can I remove a question type's answers from being required?
Yes — toggle Required off for any question in the editor. Required only applies to questions that are actually visible, so a question hidden by conditional logic is never treated as unanswered.
10. How many people can be in a workspace?
Starter includes 2 team members and Pro includes 5. Every member can view and edit the workspace's forms; only owners and admins manage billing, invites, and API/MCP access.
11. Can I stop one teammate from seeing a specific form?
Yes. Open the form, click the avatar stack in the top-right corner, and set that person to Viewer (read-only) or No access (the form disappears from their dashboard entirely). Owners, admins, and the form's creator can't be restricted this way.
12. Can I build my own charts instead of using the built-in Analytics tab?
Yes — the dashboard's Charts tab lets you build bar, line, area, or pie charts from any form's responses. Charts are saved and shared with your whole team, and follow the same access rules as the form they're built from.
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