See it in action
Start with the overview, then pick any topic. Each video is one to two minutes and narrated, with captions you can turn on.
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Getting started Secure Inter-Company Workflows Building forms Your website Bookings, payments and signatures Online store Contacts and sales For agencies Sharing, results and your team Getting started 1:27 Your first 10 minutes From a brand-new account to a live form, a website and your first request. 2:01 Build a form with AI in 2 minutes Describe the form you need and AI drafts every question. Secure Inter-Company Workflows NEW Connect one workflow across two separate organizations, like an intake team and a law firm, a realtor and an inspector, or two departments. Each company keeps its own account, team and data. Cases are handed over automatically, only the answers you choose are passed along, and both sides can follow how the case is going. See how it compares →
1:41 Connect a workflow across two companies Hand cases to a partner business securely, sharing only what you choose. Your website 2:03 Your website, built by AI Describe your business and AI writes your page, with your form built in. 0:55 Add pages with AI Services, Pricing or FAQ pages, written to match your site. 1:12 Edit your website Change text, photos and colours, then publish. 1:20 Add pages to your site About Us, Terms and Privacy pages and your site menu. 1:08 Add sections to your website Questions and answers, prices, testimonials and calls to action. 1:07 Write a blog post with AI Describe the post, get a draft, make it yours and publish. 1:03 Get found on Google The SEO check and AI suggestions for your page. 1:25 Email security, made simple SPF, DMARC, MTA-STS and BIMI: stay out of spam and stop fake emails in your name. Bookings, payments and signatures 1:40 Online bookings, made simple Clients pick a free time; your Google Calendar stays up to date. 1:47 Book by service Services with their own length and price, time kept free, and who does what. 1:44 Get paid on your forms with Stripe Take card payments as people book or sign up. 1:39 Two-party e-signatures Both people sign, and everyone gets the signed PDF. Online store 2:10 Sell products with a shopping cart Printful products, a cart, discount codes, sales tax and shipping. 1:36 Sell ebooks and digital downloads Amazon buy buttons with your Associates tag, or sell the files yourself with private download links. Contacts and sales 1:17 Contacts, your built-in CRM Everyone who fills in your forms, with their whole history. 1:19 Pipeline, follow-ups and reports Track deals by stage, get reminders, and see what you won. 1:34 Track every request and automate the next steps Status, assigning, notes and automations. For agencies 1:56 Run your web agency Add clients, sell your own website care plans, handle their requests and see your earnings. 1:26 Your Agency Partner kit Your QR code, agency code and business cards, and how new clients sign up from them. Sharing, results and your team 1:27 Share it everywhere Links, QR codes, embedding on your website and kiosk mode. 1:07 Understand your results AI summaries, PDFs, CSV downloads and analytics. 1:13 Connect your other tools Google Sheets, Google Docs, webhooks and email alerts. 1:10 Your brand and your team Your logo, team logins, two-step login and the activity log.
