WorkspaceBoard › Capabilities › Forms & Surveys

Capability

Forms & Surveys

Forms that land on the desk already sorted, and graded quizzes and surveys inside your courses.

What it is

This is the one place on this site where we split what is built from what is not, because you should not find that out after you buy.

What you get

  • Built today: a branded enquiry and lead form on any page, landing on the help desk already tagged and routed
  • Built today: quizzes inside a course, graded on the first attempt, with the result counting towards completion and a certificate
  • Built today: surveys and forms attached to a lesson, and an AI that can write either one from a prompt
  • Built today: every submission written onto that person's record in the CRM
  • Not built yet: a drag and drop builder for standalone forms outside a course, with conditional questions, routing by answer, duplicate detection and file uploads

How it works

  1. A submission becomes a ticket with a reference number
  2. It is routed by what the form says, and the person is answered automatically
  3. The answers are written to the person's timeline
Being straight with you

The full smart form engine is specified in detail and is the next thing on this list. Until it is built, this page says so.

See it on your own business

Everything on this page is switched on today. The quickest way to judge it is to look at it with your own work in front of you.

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The rest of it