How to Create an Integrated Form from the Business Dashboard

You can now create custom forms on all Cohere plans — and the best part is, clients don’t need a Cohere account to fill them out! 🎉

With integrated forms, you can customize everything — from branding and thank-you pages to confirmation emailsand response downloads.
Soon, you’ll also be able to link forms directly into sessions and modules, but for now, you can share them easily via email or your community.

Why Use Integrated Forms?

• 💡 Collect client details, feedback, or progress directly from your dashboard

• 🎨 Customize your form design and messaging

• 🔗 Easily share forms outside of Cohere — no account required

How to Create an Integrated Form

Follow these simple steps to build your form directly from the Business Dashboard:

Step 1: Open the Form Creator

From your Business Dashboard, click Create, then select Form/Quiz.

Step 2: Choose Where to Add the Form

Select Add to live sessions and self-paced modules within an existing service.

Step 3: Pick the Service and Session

In the pop-up, choose the service and session or content where you’d like your form or quiz to appear, then click Next.

Step 4: Select “Form”

In the next pop-up, choose Form to begin creating your integrated form.

Step 5: Create or Reuse a Form

Decide whether to:

• Create a new form from scratch, or

• Use an existing form you’ve already made.

For more details on building a form, check out:
👉 How to Create a Form