FormWise Manual
Your FormWise Dashboard
  • Welcome
  • Book a 1-on-1 Onboarding Session
  • Core Features
    • Your Dashboard
    • OpenAI API Key
    • SmartForms
    • CoPilots
    • Toolsets
    • Login Mode & Monetization
      • Choose A Toolset To Monetize
      • Setting Up Stripe Payments
      • Setting Up Subscription Plans
      • Embedding Your Login Mode Toolset
      • What Your Users See
      • Login Mode FAQs
      • Creating Credit Add Ons
      • Customizing Your Tool's Credit Usage
      • Using Coupon Codes
      • Editing Default Text And Internationalization
      • Migrating Existing Users
      • Importing Your FormWise AI Tool SaaS Templates
      • Using Webhooks For Login Mode User Sign Ups
      • Login Mode Stripe FAQs
    • OpenAI's GPT Engines Overview
  • Full Features
    • Intro To Prompt Chaining in FormWise
    • Advanced Prompt Chaining Guide
    • Using Front-End File Uploads in SmartForms
    • Using Backend Data Sources in SmartForms
    • Using Backend Data Sources in CoPilots
    • Using Front-End File Uploads in CoPilots
    • Web Searching
    • Web Crawling
    • Cached Input Responses (Toolsets)
    • Using Toolset Starter Packs
      • 📢 Digital Marketing Accelerator - Toolset Starter Pack
      • 🏪eCommerce A.I. Toolkit - Toolset Starter Pack
      • 📚 Blog Writing & SEO Toolkit – Toolset Starter Pack
      • 📚 Email Marketing Power Pack – Toolset Starter Pack
      • 📚 Course Creator’s Toolkit – Toolset Starter Pack
      • 📚 Real Estate Agent Success Toolkit – Toolset Starter Pack
      • 📚 Author & Writer A.I. Kit – Toolset Starter Pack
    • Sharing & Adding Toolsets
    • Auto Populate Fields In Your Tool URLs
    • Collaborators & Workspaces
    • Brand Voice Profile Settings
  • Using FormWise & HighLevel
    • HighLevel & FormWise
    • Full HighLevel Agency Plan Setup & Integration
    • Sending FormWise AI Responses to HighLevel Workflows via Webhook
  • Free Resources
    • Activate HighLevel CRM Subaccount
      • Activation Link
      • HighLevel CRM Training Tutorials
    • Use Case Guides
      • GUIDE: CoPilot Best Practices
      • GUIDE: Building Your AI Tool in Seconds with FormWise’s AI Tool Wizard
      • GUIDE: Building a Course Companion CoPilot in FormWise
      • GUIDE: Building a Niche-Specific AI Toolkit for Your GoHighLevel SaaS
      • GUIDE: How to Embed FormWise CoPilots and SmartForms in GoHighLevel Membership or Course Areas
      • GUIDE: Turning Responses Into PDFs
    • Use Case Examples
      • Quick Guides
        • Building A Simple A.I. Tool
        • Building A Chatbot CoPilot
        • Building An A.I. Lead Magnet
        • Building An A.I. Quiz
        • Building An A.I. Toolset
      • Generate A.I. Tool Ideas Here
      • Embedded Tool Examples
      • Watch Me Build
    • CoPilot Prompt Templates
      • ✈️Travel Assistant CoPilot Prompt
      • 📙Course Creator CoPilot Prompt
      • ✉️Email Responder Coach CoPilot Prompt
      • 👜Small Business Plan Coach CoPilot Prompt
      • 📘Facebook Ads Copy Coach CoPilot
      • 🔍SEO Article CoPilot Prompt
      • 📜Resume Coach CoPilot Prompt
      • 💌Email Copy Coach CoPilot Prompt
      • 📈GoHighLevel Coach CoPilot Prompt
      • 🥇UVP Coach CoPilot
      • 💪Fitness Coach CoPilot Prompt
      • 🔢Quiz Creator CoPilot Prompt
      • 📜Working with Transcripts CoPilot Prompt
    • SmartForm Builder GPT
    • CoPilot Builder GPT
  • SUPPORT
    • Account & Billing
    • Support & Office Hours Registration
    • Troubleshooting Errors
      • Page Load Errors
      • Error 500 Troubleshooting
      • Tools Stuck At 75%
      • Form Submission Errors
    • FAQs
    • What’s the Difference Between the Pro and Agency Plans?
  • Integrations
    • OpenAI
    • OpenAI Documentation
    • FormWise API
      • POST a Form Completion to Formwise
      • GET a Form Completion from FormWise
      • Form Completion Webhooks
        • Parsing Responses for Zapier
    • Kajabi
      • How to Send FormWise Lead Data into Kajabi using Webhooks
      • How to Embed FormWise CoPilots and SmartForms into Your Kajabi Course
    • Teachable
      • How to Embed FormWise CoPilots and SmartForms in Teachable
    • Circle.so
    • Third Party Platform Embedding
      • WordPress (Embedding Tools)
      • Webflow (Embedding Tools)
      • Wix (Embedding Tools)
      • Squarespace (Embedding Tools)
      • Bubble.io (Embedding Tools)
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Welcome

Our Mission: Unlocking the Power of AI for Every Business

NextBook a 1-on-1 Onboarding Session

Last updated 2 months ago

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At FormWise, we believe AI should work for you—not the other way around. Our mission is to empower businesses, coaches, and agencies by transforming expertise into scalable AI-powered tools that drive growth, engagement, and revenue.

Whether you’re creating: ✅ Client-facing lead magnets that capture and qualify leads effortlessly. ✅ AI-powered interactive tools to enhance your courses and coaching programs. ✅ Internal automation tools to streamline workflows and save time.

FormWise makes it simple. You don’t need coding skills or complex setups—just your knowledge and a few clicks to create powerful SmartForms and CoPilots that deliver instant value to your audience.

What You Can Do with FormWise

🔹 Build SmartForms – AI-driven forms that generate content, segment leads, and automate responses. 🔹 Create CoPilots – Interactive AI assistants that guide users, generate insights, and provide real-time engagement. 🔹 Monetize Your Expertise – Turn AI-powered tools into revenue-generating assets for your business. 🔹 Embed AI Seamlessly – Easily integrate your tools into landing pages, websites, and CRM dashboards.

FormWise is here to help you build, embed, and scale your AI tools—without the technical headache.

Your insights are the moat. We help you build the bridge. 🌉🚀

Get Started Here

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Getting Started

Book your onboarding call and learn the ins and outs of your dashboard.

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SmartForms

SmartForms let you create AI-driven forms that generate instant responses based on user input. Learn how to build, customize, and embed them anywhere.

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CoPilots

Learn how to create custom AI chatbots with CoPilots. Set up custom instructions, data sources, and web search to build interactive AI assistants for your business.

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Toolsets

Create your own embeddable page containing all of your AI tools.

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Login Mode & Monetization

Learn how you can monetize your Toolsets with Login Mode

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Embedding

Easily embed SmartForms, CoPilots, and Toolsets into websites, landing pages, or portals.

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Free Resources

Find all of the free resources we give out to the community here.

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FormWise & GoHighLevel: AI Inside Your CRM

Learn how to embed SmartForms, CoPilots, and Toolsets into GoHighLevel.

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Advanced Tutorials

Step-by-step guides to help you set up, customize, and scale your FormWise tools. Learn best practices and unlock new features.

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Integrations & Webhooks

Connect FormWise with GoHighLevel, OpenAI, and more to automate workflows and enhance AI-powered solutions for your business.