22 field types. One form builder.
Block editor. Multi-page branching. Calculation fields. Payment collection via Stripe. Signature capture. AI field suggestion. AI spam filtering. 16 templates. Webhook delivery with signed payloads. Embeddable in 18 Calisto products. Public link sharing with OG metadata.
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field types across input, advanced, and layout
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pre-built templates in 10 categories
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Calisto products embed forms natively
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AI modules in the form lifecycle
Block editor. Field-level config. Live preview.
Block-based form builder with per-field validation, conditional logic, and styling controls. Legacy editor available for in-progress forms.
Block Editor
Default for new subscribers. Add fields, reorder, configure validation, preview. Feature-flagged rollout with legacy toggle in the header.
Two-Column Layout
Per-form style setting. Fields can be full-width or half-width. Side-by-side rendering for compact forms.
Form Styling
Accent color, background color, border radius, font family. Background image with opacity and blur controls. Cover image with focal point.
Live Preview
FormsPreviewClient renders the form exactly as respondents will see it. Includes cover image, styling, and thank-you screen.
Per-field configuration
22 field types. 14 inputs. 4 advanced. 3 layout blocks.
Every field carries its own validation rules, conditional visibility, and width control. No plugins. No third-party field libraries.
Input Fields
Text
Single-line with regex validation
Built-in format validation
Phone
Tel input with format check
Textarea
Multi-line, resizable
Select
Dropdown from predefined options
Radio
Single-choice groups
Checkbox
Boolean or multi-select groups
Number
Min/max range enforcement
Date
Native date picker
Time
Native time picker
Rating
Configurable max value
File
MIME filtering, optional Box storage
Hidden
Prefilled, invisible to respondent
Address
Nominatim or Google autocomplete
Advanced Fields
Calculation
Live expression over other fields. Safe evaluator with min, max, round, if().
Payment
Stripe integration. Static or dynamic amount from a calculation field. Multi-tenant payouts via Connect.
Signature
Canvas pointer capture. Draw, type, or upload. Exports PNG. Reusable across forms.
Free Text
Open-ended answer. AI extracts structured key/value pairs post-submission.
Layout Blocks
Multi-page branching. Conditional visibility. Live calculations.
Seven visibility operators. Compound AND/OR rules. Page-level advance conditions. Per-branch routing. Flow map visualization. Expression engine with field references.
Pages. Branching. Conditional advance.
Split long forms into steps. Route respondents down different paths based on their answers. Visualize the branching logic in a flow map.
Page Management
Each page holds an ordered list of field IDs. Add, reorder, and delete pages in the FormsPagesPanel.
Conditional Branching
Per-page nextPages[] rules. First matching rule wins. Route respondents to different pages based on their answers.
Advance Conditions
advanceIf rules gate progression. The next button stays disabled until the rule evaluates true. Same operators as field visibility.
Per-Page Hero Images
Optional hero image per step. Useful for branded multi-step flows where each page has its own context or visual cue.
Visibility operators
16 templates. 10 categories. Pre-wired fields.
Each template ships with real field definitions, validation rules, and placeholder text. Select one in /forms/new and edit from there. Or start blank.
Communication
Feedback
Hospitality
Events
Operations
HR
Sales
Marketing
Legal
Membership
Five AI modules. Field suggestion to follow-up concierge.
Prompt-to-form from the dashboard. Field suggestion at build time. Spam classification at submission. Free-text extraction post-submission. Follow-up messaging via email or SMS.
Five AI capabilities. Built into the form lifecycle.
Field suggestion at build time. Spam filtering at submission. Follow-up messaging after completion. Free-text extraction for structured data. Prompt-to-form from the dashboard.
Field Suggestion
D2Describe your form goal, get up to 10 draft fields with labels, types, validation rules, and helper text. Four goal modes: lead capture, feedback, intake, and custom prompt. Vertical-specific steering optional.
POST /api/forms/[id]/ai-suggest-fieldsSpam Classification
B7Runs before persisting a submission. Concatenates all text-type field values and classifies as legit or spam. Above 0.9 confidence: silent reject. Between 0.6 and 0.9: accept and flag for review. Below 0.6: accept. Honeypot and rate-limit stay active as fallback.
classifySubmission (server)Follow-Up Concierge
C6On submission, builds a tailored follow-up message referencing the respondent's answers. Routes through email or SMS via the inbox messaging layer. Conversation appended to the response row for attribution.
triggerConcierge (server)Free-Text Extraction
D3For free-text fields with extractFields defined, the reasoner parses structured key/value pairs from the respondent's open-ended answer. Runs async post-submission. Extracted data stored on the response row.
runFreeTextExtraction (server)Prompt-to-Form Generation
DashboardType a prompt in the MomentumDashboard. Routes to FormsIntakeClient with the prompt pre-filled. The intake client (via the Blueprint client library) generates a complete form definition from the description.
/forms/new?prompt=AI features are automatically disabled in HIPAA and PCI compliance modes. Subscribers must explicitly acknowledge before re-enabling.
From submit to webhook. Six stages.
Every submission passes through spam filtering, validation, persistence, post-submission automation, webhook dispatch, and analytics logging.
Respondent Submits
Public form at /f/[formId] or embedded via FormBlock/AppForm. Inline or iframe mode.
Spam Check
AI classifier runs against all text fields. Reject, flag, or accept based on confidence threshold.
Validation + Persist
Server-side validation mirrors client rules. Response row written with data, attachments, respondent info.
Post-Submission Hooks
Fire-and-forget bridges: contact sync, deals pipeline, task creation, Sign envelope, AI concierge, free-text extraction.
Webhooks Dispatched
form.submitted event queued. HMAC SHA-256 signed. Exponential retry up to 10 attempts over 8 days.
Analytics Logged
Complete event recorded. Funnel metrics updated. Response visible in FormsResponsesClient.
Response Table
FormsResponsesClient. Filter, search, paginate. Individual response detail view.
Export
CSV or JSON export from /api/forms/[id]/responses/export.
Draft Save & Resume
useFormDraft hook auto-saves in-progress responses. Respondents can return and finish later.
Analytics Funnel
8 event types: view, start, page_advance, abandon, complete, error, draft_save, draft_resume.
A/B testing. Four webhook events. Signed payloads.
Run form experiments with variant assignment and per-variant analytics. Push submission data to external systems with HMAC-signed webhooks and automatic retry.
A/B Experiments
Create Variants
FormsExperimentsClient. Define variant forms with different fields, copy, or layout. Each variant gets its own analytics stream.
Assign Respondents
Variant assignment via /api/forms/[id]/experiments/variant. Persisted in localStorage so returning respondents see the same variant.
Measure Results
Completion rates, drop-off points, and page-advance funnels per variant. Compare in the analytics view.
Webhook Events
form.submittedFull response payload on completionform.payment.capturedPayment confirmation with amount and currencyform.draft.savedPartial response saved by respondentform.response.updatedResponse modified after submission,0,
analytics event types per form
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webhook retry attempts over 8 days
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post-submission automation bridges
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webhook event types
Six server bridges. 18 embedding apps. Three compliance modes.
Contact sync. Deals pipeline. Task generation. Sign envelopes. Brand checking via Ethos Integrity. SOC 2 audit logging. HIPAA TLS enforcement. PCI payment isolation.
Six server bridges. 18 embedding apps. Three embed components.
Every form submission can trigger downstream automation: contact creation, deal pipeline entries, task generation, e-signature envelopes, and AI follow-ups. Forms embed natively in 18 Calisto products.
Server Bridges
Contacts
Forms > ContactsEmail, name, and phone fields auto-upsert a contact record on submission. Tagged as form-respondent.
Deals
Forms > DealsLead-capture form submissions create a pipeline entry with company, contact, and notes. Stage set to "new".
Tasks
Forms > TasksMaintenance, service, booking, consultation, and job application forms auto-create a task with priority mapping.
Sign
Forms > SignConsent and waiver submissions trigger a Sign envelope. Response data rendered to PDF, respondent added as signer.
Inbox Messaging
Forms > InboxAI concierge routes follow-up messages through email or SMS. Conversation log appended to the response row.
Ethos (Brand Check)
Ethos > FormsPOST /api/forms/brand-check validates form text content against the brand kit in Ethos Integrity.
Embedded in 18 products
Three compliance modes. Public forms. Box storage.
SOC 2 audit logging, HIPAA webhook TLS enforcement, PCI payment isolation. Public form URLs with OG metadata. File uploads to Box with quota monitoring.
SOC 2
HIPAA
PCI
Public Forms & API
Shareable URL
/forms/f/[formId]. No login required. OG metadata for social sharing with title, description, and cover image.
Iframe Embedding
Mode detection via ?mode= param or window.self !== window.top. Full-width in embedded mode, 720px max standalone.
Public API
/api/v1/forms/[id]/submit for programmatic submission. OpenAPI spec at /api/v1/forms/openapi.
API Key Auth
CRUD API keys at /forms/settings/api-keys. Server-side authentication via api-key-auth.ts.
File Storage
The full inventory.
Field System
- 22 field types (14 input, 4 advanced, 3 layout, 1 hidden)
- Per-field validation: required, regex, min/max length, numeric range
- Conditional visibility: 7 operators, compound all/any rules
- Half-width and full-width layout per field
Form Structure
- Multi-page forms with branching (nextPages[] with per-branch rules)
- Conditional page advance (advanceIf)
- Per-page hero images
- Cover image with focal point, success image, OG image override
- Two-column and single-column layouts
- Background image with opacity and blur controls
AI Capabilities
- Field suggestion from goal description (up to 10 fields)
- AI spam classification (3-tier: reject, flag, accept)
- AI follow-up concierge (email/SMS via inbox messaging)
- Free-text extraction (structured data from open answers)
- Prompt-to-form generation from dashboard
Submission Pipeline
- Client-side and server-side validation
- Draft save and resume (useFormDraft hook)
- File uploads with optional Box storage
- Payment collection via Stripe (static or dynamic amount)
- Signature capture (draw, type, upload)
Post-Submission Automation
- Contact sync (email/name/phone to CRM)
- Deals pipeline entry from lead-capture forms
- Task auto-creation from service/maintenance forms
- Sign envelope from consent/waiver forms
- Webhook dispatch with HMAC SHA-256 signing
- 10-attempt exponential retry (1m to 96h, ~8 days)
Analytics & Experiments
- 8 funnel event types (view through draft_resume)
- A/B experiments with per-variant analytics
- Client-side variant persistence
- FormAnalyticsSummary component for consumer dashboards
Templates
- 16 pre-built templates across 10 categories
- Communication, Feedback, Hospitality, Events, Operations, HR, Sales, Marketing, Legal, Membership
- Each template ships with field definitions, validation, and placeholder text
Integration & Compliance
- OpenAPI spec at /api/v1/forms/openapi
- API key authentication for programmatic access
- 3 compliance modes: SOC 2, HIPAA, PCI
- Audit logging, TLS enforcement, AI gating per mode
- Brand compliance checking via Ethos Integrity
- Embedded in 18 Calisto products via AppForm and FormBlock
High-Performance Ops. Zero Monthly Overhead.
Get all 15 Core modules at no monthly cost. You only pay 2% of processed revenue.