Describe what your client needs. The Wizard builds it.
Tell the Wizard your niche, your methodology, and the deliverable you want to produce. It generates a working SmartForm or CoPilot you can ship the same afternoon.
Not a template generator. A conversational architect.
The Wizard isn't a template library you pick from. It's an AI agent built specifically for one job: turning a description of your expertise into a working SmartForm or CoPilot. You describe what your client struggles with, what your methodology produces, and what deliverable they should walk away with. The Wizard asks clarifying questions, drafts the architecture, and hands you a working product to refine.
Most platforms that promise "AI tool generation" either give you a blank canvas with a prompt field or a templated form you customize line by line. The Wizard does neither. It conducts an actual interview, applies what you tell it to the FormWise architecture, and produces a real product with real workflow logic, real Business Brain references, and a real Artifact template at the end.
This is the fastest path from "I have expertise" to "I have a product." Most operators have a working first SmartForm or CoPilot inside an afternoon. Some have one before they finish their first cup of coffee.
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SmartForm · DraftWhat the Wizard is actually doing.
The Wizard isn't running a single prompt. It's a conversational agent that maps your descriptions onto the FormWise architecture and assembles a working product node by node. Here's what happens between your inputs and your draft.
Intent Extraction
As you describe your need, the Wizard pulls structured intent from the conversation. The product type (SmartForm or CoPilot), the niche, the methodology being applied, the inputs the user will provide, and the shape of the deliverable. Every reply you give refines the model the Wizard is building.
Architecture Mapping
Once the Wizard has enough intent, it maps your description onto a FormWise workflow. Input fields. Prompt nodes. Business Brain references. Conditional logic. Output template structure. The Wizard doesn't pick from preset templates. It composes the architecture from the building blocks based on what you actually said.
Draft Generation
The Wizard generates the actual product. The fields are configured. The prompt chain is wired. The Business Brain is referenced. The Artifact template is structured. The draft is a real product running on the real platform, not a mockup or a wireframe.
Handoff to You
Test the draft as is, or open it in the manual builder to refine. The Wizard hands you a working product and steps aside. You're not locked into what it generated. Every node it built can be adjusted, replaced, or expanded.
Where the Wizard ends and you begin.
The Wizard handles the part most people get stuck on, so you can spend your time on the part only you can do. Here's the honest split.
The Wizard handles
- Mapping your description onto FormWise architecture
- Configuring input fields, dropdowns, and conditional logic
- Drafting prompt chains and workflow nodes
- Referencing your Business Brain at the right points in the workflow
- Generating Artifact templates that match the deliverable shape
- Setting up subagent nodes for CoPilot extraction and classification
- Producing a working draft you can test immediately
You handle
- Knowing what your client actually needs (the part that's only yours)
- Uploading your methodology into the Business Brain so the Wizard has knowledge to reference
- Refining the draft to match your specific voice, branding, and edge cases
- Configuring the deployment surface (sub-account embed, Toolset bundling, Login Mode pricing)
- Wiring webhooks and integrations to your downstream stack
The Wizard is fast. It's not psychic. The more specific you are about what you do and what your client needs, the better the draft you get back.
What you get when the Wizard hands off.
Most "AI tool generators" give you a prompt template you have to copy and configure yourself. The Wizard doesn't. The output is a real, deployed product running on the FormWise platform. Test it immediately. Send it to a client. Embed it in a sub-account. Charge for access through Login Mode.
The Wizard's draft is the starting point, not the ending point. Most operators refine the draft before they ship it. They tighten the prompt language, adjust an Artifact section, add a conditional field, or upgrade the Business Brain references. The draft is the framework. Your refinement is what makes it specifically yours.
Three minutes to draft. Thirty minutes to ship.
Wizard or manual? How to decide.
Use the Wizard when...
- You're building your first SmartForm or CoPilot and want a working draft fast
- You can describe what your client needs but don't want to architect the workflow node by node
- You're prototyping an idea before committing time to it
- You want to start from a real working draft instead of a blank canvas
- Your methodology is clear in your head but new to the platform
Use the manual builder when...
- You know exactly what nodes you need and want to wire them yourself
- You're building a complex workflow with conditional branches, parallel research, or extraction logic
- You're refining an existing SmartForm or CoPilot rather than starting fresh
- You want full control over every prompt, every branch, every Artifact template detail
- You're configuring webhook triggers, integrations, or advanced subagent behavior
Most operators start with the Wizard and finish in the manual builder. The two are designed to hand off to each other, not compete.
What three minutes with the Wizard actually looks like.
If you've been on the fence about whether the Wizard is real, the fastest way to find out is to use it. Here's the path most operators take on their first try.
Step 1: Open the Wizard.
Click "Build with the Wizard" on the dashboard. The conversation starts immediately.
Step 2: Describe your need.
Tell the Wizard who your client is, what they struggle with, and what deliverable they should walk away with. One paragraph is enough.
Step 3: Answer two or three follow-ups.
The Wizard asks clarifying questions to ground the build. Most users answer two or three before the Wizard has enough.
Step 4: Review the draft.
The Wizard generates the SmartForm or CoPilot and shows you what it built. Inputs, workflow, output template.
Step 5: Test or refine.
Run the draft against a real input to see what it produces. Open it in the manual builder if you want to adjust anything.
Step 6: Deploy.
Add it to a Toolset, embed it in a sub-account, or share it as a standalone link. Same product. Multiple surfaces.
Onboarding call included on every plan.
Start Free TrialFrom "I have expertise" to "I have a product." Same afternoon.
Start your 7-day free trial, open the Wizard, and have a working SmartForm or CoPilot live before lunch.