FAQs
Some of our most commonly asked questions.
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Some of our most commonly asked questions.
Last updated
Was this helpful?
If your SmartForm or CoPilot isn’t generating AI responses, it’s likely due to an issue with your OpenAI API key, billing setup, or trial limits.
✅ No OpenAI API Key Connected – Ensure you have an active API key added to your FormWise account. ✅ API Key Setup Issue – Your OpenAI API key must be properly set up with a valid payment method in your . ✅ OpenAI Billing Issue – If your OpenAI account doesn’t have enough credits or has hit its usage limit, responses will not generate. ✅ Trial Users: Free Responses Used Up – If you're on a FormWise trial, you may have already used all your free responses. Check your usage before troubleshooting further.
If your SmartForm or CoPilot is timing out during prompt chaining, it's likely due to exceeding token limits, improper step mapping, or a broad AI request that overloads the system.
✅ Too Much Data from Previous Steps – If an earlier step outputs too much text and is recalled in a later step, it can exceed the AI’s processing limit. ✅ Exceeding Token Limits – The AI has a limited memory per request. If you're trying to process too many data sources or retrieve large text blocks, the request may fail. ✅ Combining Too Many Data Sources – If you add multiple PDFs, URLs, or scraped content, it may overload the AI’s ability to process the request. ✅ Web Browsing + Data Sources Overload – Using real-time web browsing with large data sources (PDFs, URLs, TXT files, etc.) in a single request can cause timeouts due to excessive processing demands. ✅ Unmapped or Duplicated Steps – If a step is misconfigured or loops back incorrectly, it can break the prompt chain.
🚀 Use GPT-4o for Large Prompt Chaining – This model handles longer prompts more efficiently and is best for recalling previous step outputs. 🎯 Only Include Essential Data Sources – If a tool references multiple PDFs, URLs, or text files, remove unnecessary ones to reduce token usage. 🛠️ Check for Unmapped or Duplicated Steps – Ensure each step is correctly mapped and not looping back on itself. 🔎 Limit the Scope of Web Browsing – If using the web browsing capability, make the query as specific as possible to avoid timeouts. 📌 Example Fix: ❌ Bad: "Search the web for the latest business strategies and combine it with data from my PDF and URL." ✅ Better: "Find the top 3 marketing trends from the web (limit to 200 words) and summarize them alongside my PDF insights."
If timeouts continue, test each data source individually and gradually reintroduce them to see where the breakdown happens. 🚀
Yes, you can, on any FormWise plan you get at least 1 toolset. You can take the toolset link and iframe in as many HighLevel subaccounts as you want manually by copying the toolset link and pasting it in your Agency custom menu link settings in HighLevel. Keep in mind all subaccount end users will have access to the same toolset and use the same tools if you make your iframe link setting in HighLevel be shown to all subaccounts. If you wanted each subaccount to use a unique toolset, you would have to manually add that toolset link to that subaccount only in the custom menu link settings in HighLevel.
This is true if you are simply iframing a direct toolset link, not our agency plan integration below.
On the FormWise agency plan, we have a direct integration with HighLevel where you can import your subaccounts and control what toolset each subaccount gets, require an OpenAI API key from your subaccounts, and each subaccount gets their own usage response history they can access. Watch the video below about our direct HighLevel integration.
Yes! You can send AI-generated responses from SmartForms to any application that supports inbound webhooks, including Zapier and GoHighLevel.
✅ Zapier Integration – Connect AI-generated responses to Google Sheets, email automation, CRM systems, or any Zapier-supported app. ✅ GoHighLevel Workflow Webhooks – Send AI outputs directly into GHL automations, where you can create contacts, trigger campaigns, or log data. ✅ Any Webhook-Compatible App – If the platform supports webhooks, you can map both user inputs and AI-generated responses.
📌 Step 1: In your SmartForm settings, enable webhook forwarding. 📌 Step 2: Enter your Zapier or GoHighLevel webhook URL. 📌 Step 3: Ensure your webhook is properly mapped to capture both:
End user inputs (form questions & responses)
AI-generated outputs
📌 Step 4: Test the webhook to verify that the AI response is being sent correctly.
🚨 Avoid using commas (",") in your SmartForm questions – HighLevel’s webhook system may break custom field mappings if commas are present. 🚨 For lead magnets or quizzes, collect a unique identifier (email or phone) – This ensures that GoHighLevel can create/update contacts correctly when sending AI responses into a CRM workflow.
🔹 Lead Magnets & Quiz Funnels – Capture AI-generated insights and send them directly into a CRM. 🔹 Internal Business Automation – Use AI-generated reports, emails, or marketing copy inside your existing workflow. 🔹 Customer Onboarding & Data Processing – Automatically generate and send structured responses based on user input.
🚀 With FormWise, SmartForms let you automate AI-generated insights, making them actionable inside your business tools!
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You are able to monitor your usage directly in your OpenAI platform dashboard. The pricing depends on the engine model used, the amount of tokens your request took to complete (larger responses), and if your tool is using multiple requests (prompt chaining).
Yes! While FormWise does not directly rebill your clients, Login Mode and API key passthrough options allow you to control costs and charge users for access.
✅ Built-in Subscription & Payment System – With Login Mode, you can charge users via Stripe directly inside the FormWise toolset environment. ✅ Custom Pricing Plans – Set up free, paid, or tiered access models for your AI-powered tools. ✅ User & Payment Management – Control user access and billing inside the FormWise dashboard.
📌 Example Use Case: You create an AI Copywriting Toolset and charge $29/month for basic access, $99/month for unlimited access.
✅ Pass AI usage costs to your end users by requiring them to enter their own OpenAI API key. ✅ This option is available at the Toolset level (not individual tools). ✅ Your users pay OpenAI directly while you charge them for access to the tool itself.
📌 Where to Enable This? 1️⃣ Go to Toolset Settings → Enable "Require User API Key." 2️⃣ Your end users must enter their own OpenAI API key before using your AI tools.
✅ Available in FormWise Agency Plan for those embedding toolsets into GoHighLevel subaccounts. ✅ GHL allows agencies to rebill AI access as part of their CRM packages while requiring end users to provide their own OpenAI API key.
📌 Example Use Case: You embed an AI Lead Nurturing Toolkit inside a real estate CRM and charge agents a monthly fee for AI-powered automation.
🔹 Want full control? Use Login Mode to directly charge users inside FormWise. 🔹 Want users to cover AI costs? Require them to enter their own OpenAI API key. 🔹 Running a GHL agency? Use the FormWise Agency Plan to rebill AI-powered toolsets inside HighLevel.
🚀 With FormWise, you have multiple ways to monetize AI tools while controlling API costs!
You can gate your AI tools and toolsets using Login Mode, which provides a fully managed, built-in user authentication system inside the FormWise Toolset environment. This allows you to restrict access, manage users, and take payments—all within the embedded iframe.
🔹 Built-In User Login System – Users must log in to access your AI tools, creating a controlled environment. 🔹 Subscription & Plan Management – You can create free, paid, or tiered access plans for different toolsets. 🔹 Stripe Payment Integration – Charge users monthly, yearly, or pay-per-use directly through the iframe. 🔹 User Management Dashboard – See who has access, manage users, and set tool usage limits—all inside FormWise. 🔹 Embed Anywhere – Whether on a GoHighLevel subaccount, a course platform, or a custom SaaS, Login Mode lets you control who gets access to your AI tools.
This is due to you having either a custom URL embedding permissions setting on at the tool or toolset level and you're trying to view your tool/toolset link in your browser. If you have that on, it's only going to work where you've set your permissions layer to be. It will not work in the browser. That's the security setting doing it's job.
If you're using a custom domain at the toolset level, we do not recommend you try to use custom URL embedding permissions as this will cause conflict with your custom domain.
Yes! You can customize the design of your CoPilots and SmartForms using CSS at the tool level. Toolset-level CSS customization is also available.
🔹 CSS Customization is Supported at the tool level for both CoPilots and SmartForms. 🔹 Use a Google Chrome Extension to edit and test CSS changes in real time. 🔹 We Do Not Provide CSS Code Support – Due to the flexibility of custom styling, FormWise does not offer direct CSS editing assistance.
✅ Colors, Fonts, and Layouts – Match AI tools to your brand. ✅ Button & Input Styling – Improve UI for a seamless user experience. ✅ Custom Animations & Transitions – Enhance interactivity for a polished look.
🚀 Take full control of your AI tool design with CSS customization!
At the moment we can't delete prompt chain steps, you have to delete the last one until you get to the step you want. We know this isn't ideal, but if we allow prompt steps to be deleted out of order, it can break the tool. Also, your prompts are stored in a dropdown in the prompt instructions, so you don't have to copy paste them if you use them often.
Yes! FormWise allows you to generate structured table outputs that can be copied and used for data visualization.
🔹 Step 1: In your SmartForm or CoPilot prompt instructions, specify that the AI should return data in table format. 🔹 Step 2: AI will output structured results as a rich-text table that you can copy and paste into a spreadsheet or charting tool. 🔹 Step 3 (For SmartForms Only): Use webhooks to send table data in TXT format for further processing or automation.
✅ Tables & Structured Data Outputs – AI can format numerical and categorical data into rows & columns. ✅ Rich Text Formatting – Tables are fully supported inside SmartForms & CoPilots. ✅ Webhook Integration (SmartForms Only) – Send AI-generated structured text data via webhooks for further automation. ✅ Use Cases: AI-generated reports, marketing analytics, financial breakdowns, and structured data for business insights.
🚀 Copy, paste, or send your AI-generated data where you need it—no coding required!
No not at the moment but this is on our roadmap to design within our product.
Yes! FormWise allows you to enhance AI tools with your own data, enabling more accurate, personalized, and industry-specific results tailored to your business or niche.
✅ CSV Files – Upload structured data sets, such as customer information, product details, or research insights. ✅ Scraped Websites – Use AI to extract and analyze relevant information from web pages for dynamic responses. ✅ PDF Documents – Feed AI important reference materials like reports, contracts, or training guides. ✅ TXT Files – Provide AI with plain-text files containing key knowledge, FAQs, or structured content.
🔹 Custom-Tailored Outputs – Ensure AI-generated content aligns with your industry’s terminology, style, and expertise. 🔹 More Accurate AI Responses – AI can reference your proprietary data instead of relying solely on generic model knowledge. 🔹 Better User Experience – AI tools become smarter and more useful when trained with business-specific data.
🚀 With FormWise, you’re in full control—upload data and let AI work for you!
FormWise is designed for anyone looking to create, embed, and monetize AI-powered tools without coding. Whether you’re an agency, course creator, SaaS founder, or solo entrepreneur, FormWise allows you to build interactive AI tools that enhance workflows, engage users, and generate revenue.
🔹 Use Case: Embed AI tools inside CRM subaccounts to automate client services, content creation, and lead generation. 🔹 Example: A real estate marketing agency offers an AI-powered listing description generator inside HighLevel to help agents write better property listings instantly.
🔹 Use Case: Build AI-powered tools that personalize coaching experiences and scale client interactions. 🔹 Example: A business coach uses an AI-powered business plan generator to help students structure their startup strategies.
🔹 Use Case: Add niche-specific AI copilots to software products or sell access to AI-powered tools via Login Mode. 🔹 Example: A legal SaaS founder integrates an AI-powered contract builder for law firms to generate agreements faster.
🔹 Use Case: Embed AI-powered tools inside courses, memberships, and learning platforms to increase engagement. 🔹 Example: A fitness course creator offers an AI-powered workout & meal plan generator tailored to each student’s fitness goals.
🔹 Use Case: Launch AI-powered SaaS products, pay-per-use AI tools, or subscription-based AI platforms—without coding. 🔹 Example: An AI entrepreneur sells a resume builder tool, where users generate AI-optimized resumes for a one-time fee.
You can view the direct pricing here:
, where FormWise users can get live help with prompt engineering, tool-building, and use case strategies. You can also join our Facebook community to connect with other users and get feedback.