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
    • Why Does My Copilot Not Sound Like ChatGPT (Yet)?
  • 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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On this page
  • Step 1: Define Your Course Companion’s Role
  • Step 2: Build Your Prompt Instructions
  • Step 3: Upload PDFs and Course Documents
  • Step 4: Embed the CoPilot into Your Course Platform
  • Final Thoughts: Why Create a Course Companion CoPilot?

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  1. Free Resources
  2. Use Case Guides

GUIDE: Building a Course Companion CoPilot in FormWise

Transform Your Static Course into a Dynamic, Recurring Product

PreviousGUIDE: Building Your AI Tool in Seconds with FormWise’s AI Tool WizardNextGUIDE: Building a Niche-Specific AI Toolkit for Your GoHighLevel SaaS

Last updated 5 months ago

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AI tools can revolutionize your online course by transforming it from a one-time learning experience into an ongoing, interactive product. By building a Course Companion CoPilot in FormWise, you can create personalized AI-powered learning assistants that engage your students, answer questions, and provide tailored recommendations—all while boosting course retention and driving recurring revenue.

Step 1: Define Your Course Companion’s Role

Start by outlining how your CoPilot will support your students:

  • Answer Course Questions: Offer guidance on common course concepts.

  • Provide Study Assistance: Summarize key lessons or explain complex ideas.

  • Offer Next-Step Recommendations: Suggest which course modules to tackle next.

  • Support Assignments: Generate personalized advice for homework or projects.


Example:

You teach a business course on “Scaling an Online Store.” You want the CoPilot to answer questions, explain core concepts like inventory management, and suggest next steps based on course progress.


Step 2: Build Your Prompt Instructions

In FormWise, prompts determine how the CoPilot interacts with students. Here’s how to set up effective prompts:


Prompt Instruction Template Example:

“You are a Course Companion for the ‘Scaling an Online Store’ course. Your job is to explain course concepts, provide examples, and suggest next steps. Always be helpful, supportive, and provide context from the course.”


Prompt-Specific Instructions:

  1. Answer Module Questions:

“If a student asks about inventory management, explain best practices for stock tracking, ordering processes, and supplier relations as taught in the course.”

  1. Suggest Next Steps:

“Based on the student’s progress through the course, recommend the next logical module and explain how it builds on the current material.”

  1. Explain Concepts:

“When asked about ‘customer retention strategies,’ provide a concise explanation using examples from the course. Include actionable tips if applicable.”


Step 3: Upload PDFs and Course Documents

Make your CoPilot even smarter by uploading supporting PDFs, course guides, and worksheets into FormWise:

  1. Navigate to the Documents Tab: Upload course content such as:

    • Lesson summaries

    • Checklists

    • Course assignments

  2. Enable Document Reading: The CoPilot can reference uploaded files when answering questions or generating summaries. This ensures consistent, course-specific responses.


Step 4: Embed the CoPilot into Your Course Platform

You can embed your Course Companion CoPilot directly into popular learning management systems (LMS) like Teachable, Thinkific, or GoHighLevel's Course Builder. Here’s how:


Embedding Instructions:

  1. Generate Embed Code in FormWise:

    • Go to your CoPilot’s settings.

    • Click “Embed & Share.”

    • Copy the iframe embed code provided.

  2. Add to Your Course Platform:

    • Teachable: Add the iframe code as a “Custom Block” in a course lesson.

    • GoHighLevel Course Builder:

      • Go to your course’s page editor.

      • Add a “Custom HTML” element and paste the embed code.


Pro Tip: Add Engagement Prompts!

Add “Ask the Course Companion” prompts throughout your course content to encourage students to interact with the AI tool. This keeps them engaged and increases course completion rates.



Final Thoughts: Why Create a Course Companion CoPilot?

With FormWise, your static course becomes a living, evolving learning experience. Students get personalized, on-demand guidance while you enjoy increased engagement, retention, and revenue.

From answering student questions to generating next-step recommendations, a Course Companion CoPilot turns your course into a dynamic, interactive product that your students will love—and that they’ll keep paying for.

Ready to Build? 🚀 Get started today and transform your course with AI-powered support that scales as your student base grows!