Add Agiled to your AI agent
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
- Things your agent can do in Agiled
- 18
Things your AI can do in Agiled
Your FormWise AI can handle any of these in Agiled — on its own, without you needing to click a button.
Create Project
PopularTool to create a new project in Agiled. Use when you have collected all project details and need to set up the project before assigning tasks. Example: "Create a new project named Website Redesign with start date 2023-09-01 and status in progress."
Create Task
PopularTool to create a new task in Agiled. Use when you have all task details and want to add it to your project board. Example: "Create a task titled 'Draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
Create Ticket
PopularTool to create a new support ticket in Agiled. Use after gathering all required ticket details (subject, message, priority, user ID).
Get Contacts
PopularTool to retrieve a list of all contacts. Use after configuring the API key to fetch contacts with optional pagination or search filters.
Get Currencies
PopularTool to list currencies. Use when you need to fetch available currency options after authentication.
Get Deals
PopularTool to retrieve a list of all deals. Use after confirming your API key to list all deals for CRM reporting.
Get Employees
PopularTool to retrieve a list of all employees. Use when you need up-to-date employee directory from Agiled.
Get Estimates
PopularTool to retrieve a list of all estimates. Use after configuring the API key to list estimates for reporting.
Get Expenses
PopularTool to retrieve a list of all expenses. Use after authenticating with your Agiled API key to fetch all expense records.
Get Invoices
PopularTool to retrieve a list of all invoices from Agiled. Use after obtaining valid API credentials.
Get Products
PopularTool to retrieve a list of all products. Use when you need to display all available offerings.
Get Projects
PopularTool to retrieve a list of all projects. Use after obtaining the API token.
Show 6 more things it can do
GET_TASKS
PopularTool to retrieve a list of all tasks. Use when you need to fetch all tasks across your account after authentication.
Get Tickets
PopularTool to retrieve a list of all tickets. Use after obtaining API token when you need an overview of support or issue tickets.
Get Timesheets
PopularTool to retrieve timesheets for a project. Use when you have a valid project ID to fetch all its time logs.
Get Users
PopularTool to retrieve a list of users from Agiled. Use when you need the full user directory for selection or validation.
Create Expense
Tool to create a new expense in Agiled. Use after gathering expense details and authenticating with your API key.
Get Project Categories
Tool to retrieve a list of all project categories. Use when you need to fetch category options before creating or filtering projects after authentication.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Agiled is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Agiled, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Agiled for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Agiled work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Agiled to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Agiled in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Agiled.
- 3
Hit "Connect"
Click "Connect Agiled" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Agiled
Build a quick AI Agent (it's like writing instructions, not code), and pick the Agiled actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Agiled for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Agiled workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Agiled users had before signing up
Do I need to know how to code?
Not even a little. If you can use Agiled today, you can set this up. You'll connect Agiled, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Agiled login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Agiled or delete everything any time.
What happens when Agiled updates their app?
We handle it. When Agiled adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Agiled takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Agiled — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Agiled on FormWise
Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.
Connect Agiled once and your FormWise AI gets 18 things it can do inside it. That means your AI can handle the Agiled work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Agiled? Take a look at agiled.app.
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Stop doing the Agiled work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.