Everything in ResultsAiX Forms lives on one admin page with a row of tabs. This guide walks through each tab in order, says what it is for and points you to the full guide for each one.
Where to find it:
Click AiX Forms in the WordPress sidebar. The menu also has shortcuts called Dashboard, Forms, Entries and New Form, which open the matching tab.
The header:
Across the top you see the plugin name, its version number and a Help / Training button that opens the Training tab. On the right of the tab row there is always a New Form button, so a fresh form is one click away from any screen. If the ResultsAiX Hub plugin is active on your site, a Hub link joins the tab row too.
Dashboard:
Your forms at a glance. Pick a date range (Today, Yesterday, 7 days, 30 days, 90 days, This year, Lifetime or your own dates) and every number, chart and list on the page follows it. You see entries, unique leads, the start to submit rate, the average time to fill, your best day, unread entries and active forms, then charts of entries over time, by day of the week and by hour, where your leads come from, your top campaigns, devices and entries by form. See The Dashboard: Date Ranges, Charts And Where Your Leads Come From.
Forms:
Every form you have built, newest first, with filters for All, Active, Drafts and Closed. Each row shows the number of fields, entries all time, the completion rate, the date it was last updated and its shortcode. The buttons are Edit, Entries, Activate or Close, Duplicate, Export CSV and Delete.
New Form and the builder:
The builder is where you create and edit a form: the field palette on the left, your fields as cards in the middle, and the form settings (Style, After submit, Send leads to ResultsAiX Mailer, Notification email, Confirmation email) on the right. A live preview sits underneath. See Building A Form: The Builder, Field Cards And Validation.
Entries:
Your inbox of submissions, 25 per page. Filter by form and by traffic source, search names, emails and answers, switch between All, Unread, Read and Starred, and use the bulk bar to mark, star or delete many at once. Every entry can be opened in full. See Entries And CSV Export: Search, Filter, Star And Bulk Actions.
AI Insights:
Pick a form and click Analyze with AI for a written summary, findings and recommended next actions. Underneath, the Answer breakdown charts show the counts for every choice and rating question, with or without AI.
Integrations and AI:
Two connection cards (ResultsAiX Mailer and WP Sync) and everything to do with AI: switching AI on, the primary and fallback provider, a monthly soft budget, a card per provider with its key and model, and an AI usage table. See Connecting Your AI Key: Gemini, Claude Or OpenAI, Fallback And Budget.
Training:
A complete guide inside the plugin, split into 20 sections you can open one at a time: Quick start, Dashboard, The builder, Field types, Conditional logic, After submit, Embedding, Lead attribution, Entries, Emails, AI setup, AI Insights, Mailer, WP Sync, Spam protection, Privacy and GDPR, Appearance, Your licence, Diagnostics and error log, and Troubleshooting.
Resources:
Other tools from the same team, with anything already installed on your site marked as such.
Settings:
The License panel, four help cards (your account portal, support, Diagnostics and Training), then Appearance, Notifications, Spam protection and Privacy, saved together with Save settings. The Danger Zone sits at the bottom on its own.
Diagnostics:
A one glance health report with a Copy Report for Support button, a table of plugin checks, who your emails come from, your server set up, the plugin's database tables and its error log. See Diagnostics And Troubleshooting: Solving Common Problems.
The sidebar menu:
The AiX Forms menu in the WordPress sidebar has four items.
- Dashboard opens the first tab.
- Forms opens the list of forms.
- Entries opens the inbox.
- New Form opens an empty builder.
The menu item stays highlighted on the right entry, so when you are editing a form, Forms is highlighted, and on a new form, New Form is.
Which tab for which job:
- "How many leads did we get this month?" Dashboard, 30 days.
- "Where did this enquiry come from?" Entries, Open full entry.
- "Which campaign works best?" Dashboard, Top campaigns.
- "I need to change a question." Forms, Edit.
- "Send me a spreadsheet of quote requests." Forms, Export CSV.
- "What are customers telling us?" AI Insights.
- "Emails are not arriving." Diagnostics.
- "Who sends our form emails?" Settings, Notifications.
Who can see the tabs:
Every AiX Forms screen needs the manage_options permission, which administrators have. Other users, such as editors and authors, do not see the menu. Uploaded files also open only for administrators.
Until your key is active:
Before a licence key is activated, the AiX Forms menu shows only the Activate your license screen, in the same style as the rest of the plugin. Your forms already on the site keep working throughout. See Installing ResultsAiX Forms And Activating Your Licence Key.
The footer:
At the bottom of every tab you find the plugin version and a Support link, together with two cards linking to the ResultsAiX team's sites.
Messages at the top of a tab:
After you save, a green line confirms it, for example "Settings saved." on Settings or "Form saved. It is live wherever it is embedded." in the builder. These lines are part of the tab, so you always know your change went through.
Working on a phone or tablet:
Every tab works on a small screen. The tab row wraps, cards stack into one column, and tables such as Recent AI jobs and the error log turn each row into a small card so nothing is cut off.
A typical week across the tabs:
- Monday: Dashboard on 7 days, then Entries, Unread.
- During the week: answer new entries as the notification emails arrive.
- When a campaign launches: Forms, Duplicate a form for the campaign, change it, and publish it.
- At the end of the month: AI Insights for your main form, and Export CSV for your records.
- When something seems off: Diagnostics.
The New Form button and the builder tab:
The builder has no tab of its own. It opens from New Form, from a form's name or from its Edit button, and while it is open the Forms tab stays highlighted, so you always know where you are.
The Forms tab, row by row:
For each form you see its name and a status badge (draft, active or closed), then a line with the number of fields, its entries all time, its completion rate and the date it was last updated, then the Embed line with its shortcode. The buttons under each form:
- Edit opens the builder.
- Entries opens the Entries tab filtered to this form, with the count.
- Activate or Close switches the form on or off.
- Duplicate makes a draft copy called "(copy)".
- Export CSV downloads its entries with attribution.
- Delete removes the form with its entries and files, after you confirm.
Tips:
- New to the plugin? Read the Quick start section of the Training tab, then build one form and send yourself a test entry.
- The Help / Training button is always in the header, whichever tab you are on.
- The Settings help cards are the fastest way to your account portal and to support.