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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  1. Core Features

Your Dashboard

This page covers the features on the home dashboard.

PreviousBook a 1-on-1 Onboarding SessionNextOpenAI API Key

Last updated 2 months ago

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The FormWise Dashboard is your central hub for building, organizing, and managing your AI-powered tools. This is where you can create, customize, and deploy SmartForms and CoPilots, organize them into Toolsets, and manage your workspace and integrations.

🖥️ What You’ll Find in Your Dashboard

1️⃣ Your AI Tools: SmartForms & CoPilots

  • This is where all your AI tools live.

  • Every SmartForm and CoPilot you create or load from a Starter Pack will appear here.

  • Click on any tool to edit, customize, or share it.

2️⃣ Workspaces: Organize & Collaborate

  • Keep tools organized by Workspaces for different clients, projects, or brands.

  • Invite team members to a workspace (available depending on your plan).

  • Seamlessly switch between different workspaces using the dropdown menu.

3️⃣ Toolset Management & Starter Packs

  • Left Sidebar → “Toolsets” Tab – Create and manage Toolsets, which bundle multiple AI tools together.

  • Load Pre-Built Starter Packs – Instantly access niche-specific AI tools and customize them for your audience.

4️⃣ Creating New AI Tools

  • Top Right → “New Tool” Button – Start building a SmartForm or CoPilot from scratch.

  • Choose Single AI Tool or Bundle Inside a Toolset depending on your needs.

5️⃣ Facebook Group & Knowledgebase

  • Left Sidebar → Facebook Group Link – Join the FormWise Community for updates, discussions, and inspiration.

  • Right Sidebar → “Resource Center” – Access the Knowledgebase, tutorials, and best practices.

6️⃣ Activating Your Free CRM Subaccount

  • Bottom Left → “Activate CRM” Button – If you have a FormWise subscription, you get access to a free GHL subaccount to manage courses, memberships, and client portals.

  • Perfect for gating and monetizing your AI tools.

7️⃣ Account Settings & API Integrations

  • Bottom Left → “Account Settings”

    • Add your OpenAI API key.

    • Connect third-party integrations.

    • Manage your billing and subscription details.

8️⃣ Support & Onboarding

  • Bottom Right → Live Chat & Onboarding Call

    • Need help? Use Live Chat for real-time support.

    • Book an onboarding call for a guided walkthrough of FormWise.


🚀 Ready to Build?

Whether you're creating AI-powered lead magnets, embedding tools in a CRM, or selling AI subscriptions, everything you need starts from this dashboard.

📌 Need inspiration? Load a Starter Pack and start customizing today! 📩 Have questions? Reach out via Live Chat or book a support call.

🔗 Join the FormWise Facebook Group | 🔗 Explore the Knowledgebase 🚀