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
  • Why Build a Niche AI Toolkit?
  • Step 1: Choose Your Niche & Tool Types
  • Step 2: Customize Prompts & Instructions
  • Step 3: Build & Organize Your Toolset
  • Step 4: Embed Tools in GoHighLevel SaaS
  • Step 5: Decide API Key Access
  • Step 6: Test, Launch, & Scale
  • Conclusion: Scale with AI-Powered Tools

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  1. Free Resources
  2. Use Case Guides

GUIDE: Building a Niche-Specific AI Toolkit for Your GoHighLevel SaaS

Make your GHL white label stand out.

PreviousGUIDE: Building a Course Companion CoPilot in FormWiseNextGUIDE: How to Embed FormWise CoPilots and SmartForms in GoHighLevel Membership or Course Areas

Last updated 5 months ago

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Creating a specialized AI toolkit within your GoHighLevel (GHL) SaaS platform using FormWise can give your agency a competitive edge. By integrating custom AI-powered tools into your GHL SaaS offering, you can provide specialized value to your clients, setting yourself apart from generic CRM resellers. This guide will walk you through creating and embedding AI-powered toolsets tailored to your industry.

Why Build a Niche AI Toolkit?

  • Differentiate Your SaaS Offering: Stand out by offering niche-specific tools beyond standard CRM features.

  • Add Client-Specific Value: Help clients perform tasks tailored to their industry, from generating marketing content to automating customer service.

  • Boost Retention & Revenue: Offering AI-powered features creates sticky, high-value client relationships.

Step 1: Choose Your Niche & Tool Types

Start by identifying the industries you serve and creating tools aligned with their specific needs.

Examples by Industry:

1. Real Estate Agencies

Tools:

  • Property Listing Generator: Automatically generate property descriptions.

  • Open House Follow-Up AI: Generate personalized follow-up messages.

  • Market Trend Reporter: Summarize current market trends with internet search.

2. Horizontal SMB Marketing Agencies

Tools:

  • Facebook Ad Copy Generator: Build targeted ad copy instantly.

  • SEO Meta Tag Creator: Generate SEO-friendly meta descriptions.

  • Social Media Caption Builder: Provide ready-to-post captions for campaigns.


3. Fitness & Wellness Coaches

Tools:

  • Custom Meal Planner: Create meal plans based on dietary goals.

  • Workout Routine Generator: Build personalized workout plans.

  • Motivation SMS Script: Send daily motivational messages.

Step 2: Customize Prompts & Instructions

Tailor prompts for each tool to match the language, tone, and specifics of your niche.

Example Customization Process:

  1. Load a Template from FormWise.

  2. Edit the Prompt Instruction:

    • Original Prompt: "Generate an ad for a product: @Product"

    • Customized Prompt: "Generate a Facebook ad targeting customers looking for better Mexican food using my product below. Highlight taste and flavors. Food: @Product"

  3. Test & Refine:

    • Ensure the output aligns with your brand tone and the industry’s specific needs.

Step 3: Build & Organize Your Toolset

After customizing your tools:

  1. Create a New Toolset: In FormWise, organize tools into specific folders like “Marketing Tools” or “Sales Automation.”

  2. Enable Branding: Add your logo, colors, and custom CSS to white-label the tools fully.

  3. Preview & Test: Ensure functionality works as expected.

Step 4: Embed Tools in GoHighLevel SaaS

Embedding Instructions:

  1. Connect Your GHL API Key:

    • In FormWise, go to Settings > Integrations.

    • Add your agency API key from GHL’s Company Settings tab.

  2. Load Subaccounts:

    • Automatically load your GHL subaccounts into FormWise.

    • Assign custom toolsets to specific subaccounts.

  3. Create Custom Menu Links in GHL:

    • Go to Settings > Custom Menu Links in GHL.

    • Add a new link with the following URL:

      https://app.formwise.ai/dashboard/?ghl_location={{location.id}}

    • Name it something relevant like “AI Toolkit” or “Smart Tools.”


Step 5: Decide API Key Access

Depending on your business model, choose whether to require subaccounts to enter their own OpenAI API key:

  • Require OpenAI Key: Prompts the subaccount to enter their API key during first use.

  • Use Agency API Key: Automatically runs tools using your agency API key if no subaccount key is provided.


Step 6: Test, Launch, & Scale

  • Test Tools: Ensure that all tools generate expected outputs.

  • Launch Toolsets: Assign live toolsets to subaccounts.

  • Offer Training: Create tutorials to onboard subaccounts quickly.


Conclusion: Scale with AI-Powered Tools

By creating niche-specific AI toolsets and embedding them in your GoHighLevel SaaS platform, you differentiate your offering, increase client satisfaction, and create new revenue streams. Custom toolsets keep your SaaS offering unique while providing tangible, industry-specific value.

Ready to Build Your AI Toolkit? Start customizing, embedding, and monetizing your tools today! 🚀