Data Dashboard: View and Manage Your Form Entries

The Data Dashboard gives you a centralized view of all your AI Forms that have the data store feature enabled. From here you can monitor how many entries each form has collected, check the processing status of the AI processor, and trigger reprocessing of historical data.

External integrations can query and tag stored entries through the Data Stores Query API.

The dashboard displays a copyable API field for each form. The URL includes the form hash and remains stable if the form name or slug changes.

Configure Tool Interactions

The Form Builder and WhatsApp Forms tabs provide a no-code interaction layer:

• Enable Use Tools on a field to load its configuration from a read-only assistant tool.
• Configure Tool → Form launch to open the form after a successful tool result, optionally using a response condition and context mappings.
• Configure Form → Tool submission to execute a selected tool and map protected form fields into its arguments.

Static field configuration remains available as a safe Flow schema fallback. Dynamic values are resolved for each form entry and validated again by the server when submitted.

Manage WhatsApp Sender Deployments

Every attached WhatsApp sender has an independent Meta Flow deployment. The sender deployment table shows its Flow ID, publication state, health and last synchronization time.

• Sync updates a draft deployment for that sender.
• Preview retrieves that sender's current Flow preview and health.
• Replace safely creates and publishes a replacement while the existing published Flow remains active. Nviti switches the sender only after the replacement publishes successfully.

Use Export configuration to download the form fields and tool interaction rules as portable JSON. Import configuration applies those settings without overwriting sender-specific Flow IDs, deployment state, credentials, entries, or unrelated metadata. Review imported values, then preview and sync each sender deliberately.

What the Data Dashboard Does

When you enable the Data Store option on an AI Form, every submission gets saved as an entry. The Data Dashboard shows you all forms with this feature turned on, giving you:

• A count of total entries per form
• The current approval status of the AI processor
• The ability to reprocess all historical entries with updated processor settings

Accessing the Data Dashboard

1. Open your Workspace
2. Go to Actions in the sidebar
3. Click Data Stores

Note: Only AI Forms with Data Store enabled appear in this section. If a form isn't showing up, check that the data store option is turned on in the form's settings.

Table Columns

Filtering

Use the Processor Approved filter to show only forms whose AI processor has been approved, or to isolate forms still in draft or rejected status.

Reprocssing Historical Entries

When you update your form's processor configuration (for example, after refining the AI prompts or approval settings), you may want to re-run the processor on all previously collected entries.

To reprocess a single form:

1. Click the three-dot menu on the form row
2. Select Reprocess
3. Confirm in the modal dialog

To reprocess multiple forms:

1. Select the checkboxes next to each form you want to reprocess
2. Click Bulk Actions → Reprocess Selected
3. Confirm the action

Heads up: Reprocessing runs in the background. Large forms may take some time to complete.

Understanding Processor Status

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