Frequently Asked Questions
Everything you need to know about FormWise. Can't find the answer to a question you have? Just click "Knowledgebase" or "Contact Us".
What support options do you offer?

We’re committed to helping you succeed with FormWise:

  • Email Support: Contact us at support@formwise.ai. We aim to respond within 24 hours.
  • One-on-One Support Calls: Schedule personalized sessions for tailored guidance.
  • Weekly Live Training: Attend sessions covering tips, best practices, and new features.
  • Facebook Community: Join our user group for additional networking and support.
We have email support, 1 on 1 support calls, weekly live training, and an awesome Facebook group.
Can I customize my prompts and workflows?

Yes, FormWise offers robust customization options:

  • Prompt Injection: Personalize prompts for specific tasks and audiences.
  • Prompt Chaining: Link prompts to create advanced workflows and automate processes.
  • Custom Workflows: Build unique, multi-step AI-driven solutions with ease.
Yes, you can embed your tool and toolsets anywhere... like a YouTube video!
How many tools can I create with FormWise?

FormWise allows unlimited tool creation. Use over 100+ templates to quickly create SmartForms, AI tools, and CoPilots. Additionally, organize your tools into toolsets—portfolio-like pages for seamless sharing and monetization.

Can I use FormWise for my GoHighLevel (GHL) white-label solution?

Absolutely! FormWise integrates seamlessly with GHL to enhance your white-label offerings. Use our tools to:

  • Automate client onboarding and follow-ups.
  • Create personalized pipelines and workflows.
  • Embed SmartForms directly into GHL funnels and campaigns.

How does the free GHL sub-account work?

Pro and Agency subscribers receive a free GoHighLevel sub-account that includes:

  • CRM for contact and lead management.
  • Email/SMS campaigns to engage leads.
  • Funnel and landing page builders.
  • Membership and course hosting with embedded AI tools.Activate your sub-account by visiting GHL Sub-Account Activation with your FormWise billing email.
How secure is my data with FormWise and HighLevel?

We prioritize your data security:

  • FormWise does not use your data for training AI models or resale purposes.
  • HighLevel’s robust privacy and security policies apply to your GHL sub-account.
You can create unlimited AI tools with FormWise. Depending on your plan, you can also build multiple toolsets (portfolio-like pages for your tools) as well. You have 100+ templates to get started with too!
Can I embed tools anywhere?

Yes, you can embed FormWise tools on:

  • Websites and Blogs: Use the embed code for seamless integration.
  • Course Platforms: Enhance platforms like Teachable, Thinkific, and GHL Memberships.
  • Landing Pages and Funnels: Include tools directly in GHL funnels for lead generation.
How do I monetize my tools?

Monetizing tools is easy with FormWise:

  • Login Mode: Charge for access using Stripe integration.
  • Embedded in Funnels: Upsell tools as part of GHL campaigns.
  • Membership Add-ons: Offer tools as part of paid membership tiers.
What industries can use FormWise AI tools?

FormWise is versatile and supports businesses across industries like:

  • SaaS and Agencies (GoHighLevel users).
  • Real Estate, Fitness, E-commerce, Healthcare, and more.Tailor tools for lead generation, client retention, and operational efficiency.
Do I need technical skills to use FormWise?

No! FormWise is a no-code platform. Whether you’re an AI novice or a pro, our intuitive interface makes it easy to build and customize tools without coding.

How do I get started?

Follow these simple steps:

  1. Sign Up: Choose a Pro or Agency plan.
  2. Create Your First Tool: Use our templates or design from scratch.
  3. Embed & Monetize: Add tools to your website, GHL account, or funnels.
  4. Learn & Optimize: Access live training and resources to maximize your success.
What integrations does FormWise support?

FormWise integrates with:

  • CRMs: GoHighLevel, Salesforce, HubSpot.
  • Email Marketing Tools: Mailchimp, SendGrid, and others via Webhooks.
  • Payment Gateways: Stripe for tool monetization.
What are SmartForms in FormWise?

SmartForms are dynamic, AI-powered forms that collect user inputs and generate highly personalized outputs based on customizable prompt logic. They allow businesses to:

  • Automate data collection and response generation.
  • Personalize recommendations and strategies for their clients.
  • Streamline complex processes by linking multiple prompts into actionable workflows.
How do SmartForms process user inputs?

SmartForms use advanced prompt mapping, where each form field is linked to a specific placeholder (e.g., @q1_answer). When a user submits their responses, FormWise dynamically integrates them into a predefined prompt structure to generate meaningful, AI-driven results.

What are some common use cases for SmartForms?

SmartForms can be used across various industries to streamline processes, enhance customer engagement, and create niche-specific AI tools. Common use cases include:

  • Building AI Tools for Your Niche: Leverage your expertise to create AI-powered tools tailored to your industry, such as:
    • Real estate valuation tools.
    • Marketing strategy generators for agencies.
    • Health and fitness assessment forms.
    • Financial planning calculators.
  • Lead Generation & Qualification: Capture leads and assess their readiness to buy using automated questionnaires.
  • Client Onboarding: Simplify the onboarding process by collecting critical client data and preferences upfront.
  • Automated Assessments & Reports: Provide instant audits and feedback based on user responses, such as SEO audits, business evaluations, or personalized coaching plans.
  • Sales Funnel Optimization: Guide prospects through tailored questions and direct them to the right services based on their needs.
  • Appointment Scheduling: Qualify and book leads directly into calendars with automated follow-ups and reminders.
Easily iFrame & Embed within any portal, website, or CRM
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