Build from scratchCustom workflow

Build from scratch

Start with the decision, then draw the flow.

Begin with only a welcome and a connected ending. Add the questions, criteria, outcomes, and destinations your own qualification policy requires.

Best for: Teams that already know the decision and policy they need to model.

Available on Free. Replace the example questions, policy, outcomes, and destinations before publishing.

Starting workflow policy

Welcome → your workflow → ending

Captures
Only the context you choose to add
Qualifies
Your own fixed rules, optional AI criteria, or manual review
Routes
The destinations and endings you connect

What this flow decides

What should this qualification flow decide?

Start with the business decision, then add the smallest set of questions, rules, outcomes, and destinations needed to make it operational.

Captures

Only the context you choose to add

Qualifies

Your own fixed rules, optional AI criteria, or manual review

Routes

The destinations and endings you connect

Workflow policy

Define the policy before the canvas goes live.

The blank canvas includes no preset qualification policy. It begins with a connected welcome and ending so you can model your own workflow without deleting assumptions.

  1. 1

    Define the hard requirements that need fixed rules.

  2. 2

    Identify any contextual judgment that genuinely needs AI or review.

  3. 3

    Choose the fallback and destination for every outcome.

Questions

No preset questions by design.

The blank canvas begins with zero questions, so no borrowed assumption enters your qualification policy.

Question count: 0

Start with the decision. Then add only the fields that can change qualification, review, routing, or the final destination.

Logic, outcomes, and destinations

The empty space is the useful part.

The preset begins with one connected welcome and ending. Add Question, Logic, Qualifier, Router, and End cards only when the workflow calls for them, then keep the saved graph as the source of truth.

Where the flow branches

  1. Question path

    No preset questions: the canvas is ready for your own fields and routes

  2. Connected ending

    A simple confirmation screen ready to rewrite or replace

Outcome destinations

  1. Your outcome

    Your chosen next step

    Add as many explicit outcomes and destinations as the business decision requires.

Build from scratch

Start with the building blocks, not a fake example.

The Blank Form preset intentionally has no form to preview. Choose your question formats, add respondent-facing notes and private AI context, then connect the route that fits your situation.

Zero preset questions

The canvas starts with a welcome and one connected ending. Add only the cards needed to make your decision and route explicit.

Short answerLong answerEmailPhoneNumberSingle choiceMultiple choiceDropdownFile uploadSignature

Context and outcomes

Question helper text

Add examples, definitions, privacy context, or instructions directly beneath a question.

Private AI context

Guide adaptive wording without exposing the instruction to respondents.

Route-specific ending

Give each outcome its own confirmation, resource, calendar, or next step.

Start free from blank

Customization

Replace the example policy with the way your team works.

A clean canvas removes assumptions, but the workflow still needs a purpose. Define the decision first, then add only the questions and routes that support it.

  1. Step 1

    Name the decision

    Write the single job this form must complete and the people who will respond.

  2. Step 2

    Add useful questions

    Create the smallest set of fields needed to route, review, or prepare the next step.

  3. Step 3

    Draw explicit routes

    Use fixed logic for clear rules and optional qualification only when open context needs judgment.

  4. Step 4

    Write every ending

    Give each path an honest confirmation, destination, resource, or handoff before publishing.

Use it for the right job

Start blank when the workflow matters more than the category.

Good fit

  • Custom intake, application, feedback, registration, or request workflows.
  • Teams with an existing question set and routing policy to reproduce.
  • Builders who want complete control without deleting a preset’s assumptions first.

Choose another workflow

  • A fast launch where one of the complete qualification or routing flows already matches the job.
  • Teams that have not yet defined what answers change the next step.
  • A replacement for payments, contracts, CRM pipelines, or project management.

Blank qualification canvas FAQ

Questions before you use the flow

What does the blank form template include?

It includes a connected welcome card and confirmation ending on the visual canvas, plus the standard form settings and publishing controls. It intentionally includes zero questions.

Can I add questions and branching?

Yes. Add Question, Logic, Qualifier, Router, and End cards, then connect them into the route the respondent should follow.

Can a blank form be conversational or classic?

Yes. Both presentation modes use the same saved questions, validation, and route graph, so you can change the respondent experience without rebuilding the workflow.

Do I need AI to build from scratch?

No. A form can remain fully static with fixed questions and Logic routes. AI personalization, qualification, and summaries are optional.

When should I use a complete template instead?

Choose a complete template when its questions and route already resemble your operating workflow. Start blank when removing those assumptions would take longer than adding your own structure.

Can I duplicate and edit the blank template on Free?

Yes. Templates, static forms, and submissions are available on Free. AI-assisted respondent journeys use the plan’s AI allowance.

Start with a clean, connected canvas.

Copy the welcome and ending, then draw only the questions and routes your workflow actually needs.

Start from a blank canvas