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)
Powered by GitBook
On this page
  • How CoPilots Work
  • Examples of CoPilots in Action
  • Where Can You Use CoPilots?
  • How to Build Your First CoPilot

Was this helpful?

  1. Core Features

CoPilots

CoPilots are AI-powered assistants that engage users in an interactive, conversational way to help them generate insights, solve problems, or create content—based on your expertise.

PreviousSmartFormsNextToolsets

Last updated 1 month ago

Was this helpful?

Instead of just collecting data like a SmartForm, a CoPilot guides users through a process, answers questions, and delivers tailored responses in real-time.

Think of a CoPilot as a custom AI assistant that works inside your business, helping users achieve specific goals without requiring your manual input.


How CoPilots Work

A CoPilot operates based on:

  1. User Input: The user enters information, answers questions, or describes a need.

  2. Custom AI Prompting: The CoPilot processes their input using predefined instructions you set up.

  3. AI-Generated Output: The CoPilot delivers personalized responses based on your expertise, business model, or service offerings.


Examples of CoPilots in Action

💡 Real Estate Listing Generator – A real estate agent enters property details, and the CoPilot generates a compelling listing description, social media posts, and email copy.

💡 Email Marketing Copy Assistant – A business owner inputs their campaign details, and the CoPilot creates a ready-to-use email sequence optimized for engagement.

💡 Leadership Style Analyzer – A leadership coach offers a CoPilot that helps users identify their leadership strengths and suggests personalized development strategies.

💡 Course Content Generator – A course creator uses a CoPilot to help students generate structured lesson plans based on their learning objectives.

Where Can You Use CoPilots?

✅ Embedded in Landing Pages – Engage leads by offering AI-powered tools directly on your website. ✅ Inside Your GHL CRM – Add CoPilots to your dashboard to provide on-demand AI assistance to clients. ✅ In Lead Magnets & Funnels – Replace PDFs and static downloads with interactive, high-value AI experiences. ✅ For Internal Business Processes – Automate content generation, client onboarding, or workflow management.


How to Build Your First CoPilot

1️⃣ Define Your Goal: What do you want your CoPilot to help users accomplish? 2️⃣ Set Up Your Custom Instructions: Write the AI prompt that guides how your CoPilot responds. 3️⃣ Test & Optimize: Adjust wording and logic to ensure the best user experience. 4️⃣ Embed & Share: Add your CoPilot to your website, CRM, or funnel and start collecting leads or delivering value.

Embedded Tool Examples