Toolsets
This page covers the features of Toolsets
Last updated
Was this helpful?
This page covers the features of Toolsets
Last updated
Was this helpful?
FormWise Toolsets provide a centralized, branded dashboard where you can organize, embed, and monetize your AI tools, including SmartForms and CoPilots. With Toolsets, you can create a seamless experience for your users, whether you’re an agency, course creator, or entrepreneur offering AI-powered solutions.
Organized AI Tools – Keep all your SmartForms and CoPilots in a single dashboard.
White-Label Branding – Customize logos, colors, and icons to match your brand.
Easy Embedding – Embed your Toolset into any website, membership portal, or CRM.
Folders for Organization – Group related tools together for better navigation.
Login Mode for Monetization – Charge users for access to your AI tools.
These settings are found in the "settings" tab when editing your toolset.
You can toggle Formwise Branding On or Off. It will hide any references in the page of Formwise. It will not change the shared link of your tool in the browser.
Category Folder Cards will show a category rather than a list of tools upon page load.
Category folder cards ON requires you to create categories and add tools to them.
If enabled and with Category Folder Cards ON. This will display the number of tools within a Category Folder.
If a custom logo is uploaded, it will display the logo in the header next to the search bar on desktop, or above the search bar on mobile.
Hides the toolset name when viewing the toolset. We recommend turning this OFF when you have a logo uploaded.
Add Categories here to make your toolset easier to use.
You can either use the API key tied to your Formwise account, or you can specify a different API key to only be used when this Toolset is being used.
Allow All is the default and allows your Toolset to be embedded on any website with no restrictions.
URL List will check the Allowed Websites you have defined when the page loads, and show or hide the Toolset if the URL hosting the Toolset matches any of the URLs you have defined in the list.
When using a URL List, viewing the Toolset directly is blocked as security feature. It prevents users from extracting the iframe URL from your website and circumventing any paywalls you have in place.
Case sensitive list of URLs which Formwise will check against if you have URL List selected.
Allows you to set a custom domain for your Toolset. This works similar to an iframe and we do not recommend using this function when embedding your tool.
Allows you to share a link with any user that allows them to make their own copy of your toolset. It will not share your API key if you are using one.
Controls the width and height of the iframe.
A direct link to your Toolset. If you are using a URL List as specified in the Domain Permissions, this link will not work and you will have to share the site which is hosting your tool.
When enabled, Cached Responses saves the response to a question and will autopopulate the field if the user visits a form with the same question ID.
Deletes your Toolset. Does not affect your individual Tools.
Adds your tool to a category.
The description which is displayed on the Tool card when in the Toolset.
Controls whether the tool itself is locked. This is useful for when you have multiple variations of a toolset for separate tiers of your paywalled platform.
If Locked, display an alternative description. This is useful if you want to tell the user this is only available on specific plans.
The alternative description when "Use Alternative Description" is checked and the tool is locked.
Overrides the Lock icon when a tool is locked. It also overrides the built-in Formwise icon library if you have selected one.
