FAQ

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Overview

What is Ultraform (and what’s a formation)?

Ultraform is a workspace for designing and reusing reasoning workflows. You decide the steps, rules, and outputs. Ultraform runs them and saves the full history for review. You can also find and run ready-made workflows from the directory, or subscribe to run them on a schedule.

Auditability by default (for workflow owners): every run gets a unique ID and a complete reasoning trace - prompts, bound variables, step outputs, evaluator results, model references, token usage, timestamps, and delivery events.

Why use a workflow instead of a chat?

Chats are one-offs. A workflow is a versioned artifact you can rerun, inspect step-by-step, branch, diff, and roll back. Steps can reuse previous outputs to refine, red-team, and reconcile before the final report. Results stay consistent, not conversational.

What is a reasoning form?

Every workflow starts with a form you design. It defines typed inputs (text, number, multiselect, file, URL) with validation and optional prefills. Each form submission becomes a run with its own metadata and trace. The form fields flow into the prompts throughout the workflow.

What does a run include, start to finish?

Initialization: run ID, timestamp, selected version, configuration.

Execution: steps run with dependencies; parallel where possible.

Checks: evaluator gates can pass/score or trigger revision loops.

Output: a report in your chosen format.

Trace access: workflow owners can open the full reasoning trace. Runners typically see the report page (and PDF download) the owner chose to share. Owners can also schedule the same report to run automatically.

Can a workflow branch or loop?

Yes. Use conditionals for branches, merge logic for consensus, and review loops that retry until rubric thresholds (or loop limits) are met. You can chain “analyze -> critique -> improve -> rerun” as many times as you need.

Who benefits from workflows?

Anyone making frequent, important calls where consistency matters:

Growth marketing: daily budget shifts from changing ROAS/CPA.

Sales ops: lead scoring and outreach ranking from CRM data.

Research and publishing: briefs with live sources and citations.

Trading/allocations: rules-based signals and proposals before market.

Healthcare/ops and supply chain: staffing, replenishment, and routing.

Common patterns: analyzer -> critic -> synthesizer for briefs, lead-scoring with rules, and allocation checks against fixed policies.

Can I run workflows I didn’t build?

Yes. Published workflows respect private / team / public visibility. Shared items can pin a verified version so everyone runs the same trusted logic.

Do I need code to build?

No. Use the visual Builder to design steps, checks, and outputs. Developers can also use the REST API, webhooks, or email triggers, and register extensions for custom steps and connectors. (Enterprise Consulting access today; broader self-serve access is planned.)

How Ultraform Works

How are inputs bound to steps?

Each form field becomes a typed variable. Steps reference variables directly in prompts. Required fields validate before execution to prevent incomplete runs.

How do steps share data?

Every step persists its inputs, parameters, and outputs as addressable variables. Downstream steps bind to any upstream artifact explicitly. Example:

Step 1: “Find big sales today.”

Step 2: “Analyze Step 1 and pick the top three opportunities.”

How do evaluator checks work?

Add evaluators for coverage, formatting, citations, bias flags, or domain rules. Gates can pass/fail or score. Failed checks can auto-revise and retry. All outcomes are recorded in the trace.

How do I debug a failed run?

Open the trace. It pinpoints the failing step and shows its inputs and parameters. Adjust the form or the step prompt, then replay to generate a new, fully recorded run.

Can I replay the same workflow with new data?

Yes. Replay the same version with fresh inputs for apples-to-apples comparison. Ultraform records parameters, evaluators, and outputs across runs.

Builder vs. Runner - what’s the difference?

Builder: defines steps, evaluators, versions, and visibility.

Runner: fills the form and executes the selected version.

Trace visibility: by default, only the owner can see the full trace. Owners may opt to share it.

How does versioning work?

Branch, diff, and roll back. Shared or public workflows can mark a verified version as the default.

Can I tune predictable vs. exploratory behavior?

Yes. Fix settings (and seeds) for reproducible outputs, or loosen them for controlled variation. Ultraform records the parameters used in each run.

What do I get at the end?

A clean report in Markdown, HTML, JSON, CSV, and PDF. Reports can include images when the workflow produces them. Owners can link the report to the reasoning trace when appropriate.

Can I reuse parts of what I’ve built?

Yes. Reuse steps, prompts, evaluators, and report templates across workflows. Clone entire workflows and modify from there.

Can one form power different reports?

Available today via Enterprise Consulting. Self-serve multi-output routing is on the roadmap.

Can I trigger runs without opening Ultraform?

Yes - via schedule, API, or webhooks. Inbound email triggers are in private preview for consulting clients and planned for self-serve.

Concrete Examples

Writing workflow

Upload draft -> clarity check -> jargon flags -> targeted revisions -> final polish.

Run it on every new draft. Same logic, new input.

Growth/marketing workflow

Pull yesterday’s metrics -> compare to targets -> propose budget shifts and tests -> email a morning brief.

Schedule daily before stand-up.

Sales prioritization workflow

Ingest leads (CSV or CRM) -> score fit and timing -> rank top 20 -> generate first-touch openers -> push to CRM and Slack.

Research briefing workflow

Provide topics and source links -> extract facts with citations -> cluster themes -> produce an executive brief with links.

Keep the trace for review.

Operations / supply-chain workflow

Load inventory and orders -> detect risks and delays -> recommend replenishment and reassignments -> draft purchase orders or shift notes.

Run on a schedule or on data updates.

Why It Matters

How do workflows reduce decision fatigue?

They preserve your best-day reasoning as a reusable system. You run the same standard every time and improve it through versioned updates.

How does this help a team?

You agree on “what good looks like,” encode it once, and run it everywhere - across roles, regions, and days. Teams can still get custom reports by changing inputs while the logic stays constant.

Can I trust the results?

Yes. You get a concise report and, for owners, a complete reasoning history. Add double-checks, rubric gates, and red-team steps to reduce hallucinations or misreads.

Forms & Inputs

What inputs can a form capture?

Short/long text, numbers, multiselects, files, URLs, and images. You can validate and prefill fields for reliable runs. (Conditional form logic is coming soon.)

Can the form prefill fields from prior runs?

Yes. You can prefill with saved defaults or recent values to speed repeat runs.

Do you support branching within the form itself?

Coming soon. Today, branching happens inside the workflow steps.

Outputs & Delivery

What formats can I export?

Markdown, HTML, JSON, CSV, and PDF. Workflows can also output images for reports when designed to do so.

How are results delivered?

Email, Slack, webhooks, or API. Owners can include a link back to the full trace. Runners usually receive a report page and optional PDF.

Can Ultraform cite sources from the web?

Yes. Enable web search within selected steps. Store sources in the trace and add citation-coverage checks if needed.

Can email start a run?

Private preview for consulting clients now; self-serve planned. The inbox parses emails (and attachments) from authorized senders, maps fields, and starts a run.

Plans & Pricing

What plans are available?

Free - explore structured reasoning at no cost.

Pro - automate, schedule, and publish workflows.

Enterprise - private or on-prem deployment with deep integrations.

What’s in Free?
  • $5 starter credits
  • Full Builder access
  • Access to directory workflows
  • Manual runs only
  • Saved reports and stored traces for later review
  • Most directory agents require credits; a few are free.
What happens when Free credits run out?

You can still view your workflows and past runs. New executions require upgrading.

What’s in Pro?
  • Everything in Free
  • $20 in credits each month
  • 60-day credit rollover
  • Scheduling and automation (time or event)
  • Publish to the public directory
  • Priority support
What’s in Enterprise?
  • Private cloud or on-prem with identical core functionality
  • Custom connectors (CRMs/ERPs/analytics)
  • White-labeling and custom domains
  • High-volume operations and SLAs
  • Engineering help through Enterprise Consulting
How do I upgrade or go Enterprise?

Click Upgrade to Pro in-app.

For private or on-prem deployments, Contact Dave (Enterprise Sales). Your workflows and run history carry forward.

What are “credits”?

Credits pay for the AI reasoning steps inside runs. Ultraform records tokens and model usage, but you see clear dollar amounts per step and per run.

Trust, Governance & Security

How is my data protected?

Data is isolated by workspace and encrypted in transit and at rest. Every run and delivery requires authentication.

Who can see my workflows and runs?

Visibility can be private, team, or public. Roles (creator, editor, viewer, runner) control who can build, execute, and inspect traces.

Can Ultraform run in my own environment?

Yes. The same workflow model and APIs run in hosted cloud or on-prem. Logic and artifacts are portable between environments. (Enterprise Consulting recommended.)

How do you prevent unwanted runs?

Integrations are off by default. Email triggers accept only authorized subscribers. External calls require explicit configuration. You control schedules.

Can I audit who changed what?

Yes. Audit logs record edits, runs, deliveries, validations, user identity, model choice, token usage, and per-run cost. Retention rules apply; data is permanently purged after the retention window.

Integrations & Extensibility

How do I connect Ultraform to other tools?

Use the REST API to create runs and fetch outputs. Subscribe to webhooks for completion or step events. Deliver results by email or Slack. (Enterprise Consulting access today; broader self-serve access is planned.)

Can I add custom steps or checks?

Yes. Register step types, evaluators, or connectors that declare inputs, outputs, parameters, and side effects. Ultraform validates each component’s contract for predictable behavior.

Can I white-label Ultraform?

Yes. Theme workspaces, use custom domains, and publish to a private directory. (Available via Enterprise Consulting.)

Can I move workflows between instances?

Yes. Export or clone with templates, evaluators, report definitions, version metadata, and ownership preserved.

Does Ultraform track usage and cost?

Yes. Each run records model choice, token usage, elapsed time, and cost. Billing shows currency totals per step and per run.

Support & Enablement

Where do I get help?

Free: community resources.

Pro: priority support.

Enterprise: dedicated assistance and runbooks via Enterprise Sales.

Do you offer training and consulting?

Yes. We help with reasoning design, systems integration (CRMs/ERPs/analytics/messaging), delivery optimization, and private deployments - using the same model and APIs.

Can my team collaborate safely?

Yes. Invite teammates with roles. Control who builds, who runs, and who reviews traces.