FAQs

Some of our most commonly asked questions.

If you are blocked, start with the quick checks below. Most issues come from API keys, billing, or tool settings.

Need live help? Join Support & Office Hours Registration.

I see an “Error 500” when running a tool

This usually points to an OpenAI key or billing issue. It can also happen after trial limits.

What to check

• Confirm an OpenAI API key is connected.

• Confirm the key has an active payment method.

• Confirm your OpenAI account has available budget or credits.

• If you are on a trial, confirm you still have free generations.

Why do tools time out during prompt chaining?

Timeouts usually come from token limits. They also come from large data sources. Misconfigured chains can also cause timeouts.

Common causes

• A previous step outputs too much text.

• Later steps reuse large outputs.

• Too many PDFs, URLs, or scraped pages are included.

• Web browsing plus large sources overloads the request.

• Steps are unmapped, duplicated, or looped.

How to fix it

• Use GPT-5.2 for longer chains.

• Reduce the output length of early steps.

• Include fewer sources per run.

• Make web queries narrow and specific.

• Validate each step mapping.

Test one data source at a time. Add sources back until you find the limit.

Example

Avoid: Search the web for the latest business strategies.
Also combine it with my PDF and URL content.

Prefer: Find 3 marketing trends from the web.
Limit to 200 words.
Summarize alongside my PDF insights.

Can I embed the same Toolset in multiple HighLevel subaccounts?

Yes, if you embed a Toolset link directly. You can reuse that link across subaccounts.

What to know

• Everyone will access the same Toolset.

• Everyone will see the same tools.

Typical setup

1. Copy your Toolset link.

2. Paste it into HighLevel’s custom menu.

3. Choose whether all subaccounts can see it.

This applies to direct Toolset embedding. Agency plan integration works differently.

Agency plan: assign Toolsets per HighLevel subaccount

The Agency plan includes a HighLevel integration. You can import subaccounts into FormWise. You can assign a different Toolset per subaccount.

You can also require subaccounts to add their own API keys. Each subaccount gets its own response history, as well as access to advanced features such as Personas.

https://www.loom.com/share/21101ef637634127a1c7cb01141c93c7?sid=da958db9-e4a7-48dd-b44b-b67b69cf7405www.loom.com

Can I send AI responses to Zapier or other apps?

Yes. Use webhook forwarding from SmartForms. Any inbound webhook endpoint works.

Setup

1. Open your SmartForm settings.

2. Enable webhook forwarding.

3. Paste your Zapier or app webhook URL.

4. Test the webhook.

What is sent

• End-user inputs (questions and answers).

• AI output fields.

For lead magnets, collect an email or phone. It helps CRMs match or create contacts.

https://www.loom.com/share/ff3e8c584386467aaedc3b44e04589ce?sid=bee5dae2-e17f-4b4e-ad93-0f7ec5fb339bwww.loom.com

How much does OpenAI API usage cost?

Costs depend on the model and token usage. Prompt chaining increases total requests.

Check usage in your OpenAI dashboard. See OpenAI pricing at https://openai.com/pricing.

Can I charge end users for access or usage?

Yes. FormWise supports a few approaches. Pick based on how you want to manage costs.

Option 1: Login Mode (recommended)

Login Mode lets you charge inside your Toolset. It uses Stripe for subscriptions and payments.

Login Mode & Monetization

Option 2: Require a user-provided OpenAI API key

Users bring their own key at the Toolset level. They pay OpenAI directly. You charge for access separately.

Option 3: HighLevel agencies

Bundle Toolsets into your HighLevel offering. Require subaccounts to add their own OpenAI key.

How do I restrict tools to paying subscribers?

Use Login Mode to gate Toolsets. Users must log in to access tools. Plans control access and limits.

Read Login Mode & Monetization.

Why do I see “Host not allowed” when previewing or embedding?

This comes from embedding allowlist settings. The Toolset or Tool may restrict allowed domains.

Fix

• Open Tool or Toolset embed permissions.

• Add the domain you are embedding on.

• Do not test restricted links in a random browser tab.

Avoid combining a custom domain with strict embed permissions. This can create conflicts.

Can I customize my tools with CSS?

Yes. CSS is supported at the tool level. Toolset-level CSS is also available.

FormWise does not provide custom CSS development support. Use browser dev tools or a Chrome extension to test changes.

Can I delete prompt chain steps?

Not currently, except from the last step backward. Deleting steps out of order can break mapping.

Can I generate charts with my tools?

Yes. Ask for table output. Copy the table into a spreadsheet or chart tool.

For SmartForms, webhooks can send the table as text.

Can I generate images with my tools?

Not yet. It is on the roadmap.

Can I add my own data to tools?

Yes. Add data for more accurate outputs. Use it for proprietary context and terminology.

Supported sources

• CSV files

• PDFs

• TXT files

• Scraped websites

What types of businesses use FormWise?

Any business that needs reusable AI workflows. Common users include agencies and course creators.

Examples

• Agencies embedding tools in client portals.

• Coaches scaling personalized guidance.

• SaaS builders adding niche copilots.

• Course creators increasing member engagement.

What is the best way to get help?

Join Support & Office Hours Registration. You can also ask in the community for peer feedback.