product management

Add Aha! to your AI agent

Aha! helps product teams set strategy, prioritize ideas, plan roadmaps, and manage product development work.

Things your agent can do in Aha!
110

Things your AI can do in Aha!

Your FormWise AI can handle any of these in Aha! — on its own, without you needing to click a button.

  • Add Product Idea Portals

    Add idea portal links to a product without replacing existing links.

  • Convert Feature to Epic

    Irreversibly convert an existing feature into an epic while preserving its data and relationships.

  • Convert Requirement to Feature

    Irreversibly convert an existing requirement into a feature.

  • Create Custom Field Option

    Create an option for one custom-field definition.

  • Create Epic

    Create an epic in a release or in a workspace's default release.

  • Create Feature

    Create a feature in a release with its documented planning fields.

  • Create Goal

    Create a strategic goal in one Aha! workspace or product line.

  • Create Idea

    Create an idea in a product with the documented idea fields.

  • Create Idea Theme

    Create an idea theme in a product.

  • Create Initiative

    Create a strategic initiative in one Aha! workspace or product line.

  • Create Key Result

    Create a key result under one strategic goal.

  • Create Parking-Lot Release

    Create a parking-lot release in a workspace.

Show 98 more things it can do
  • Create Product

    Create an Aha! product workspace with a name, description, and reference prefix.

  • Create Product Contributor

    Create an Aha! contributor user associated with a product.

  • Create Product Roll-Up Release

    Create a roll-up release in a product line, optionally adding workspaces.

  • Create Release Milestone

    Create a phase or milestone in an Aha! release.

  • Create Requirement

    Create a requirement within one feature.

  • Create To-Do

    Create a standalone personal to-do for the connected Aha! user.

  • Create Workflow Status Time

    Create a workflow status interval for one supported parent record. This endpoint requires activation by Aha! support.

  • Delete Custom Field Option

    Delete one option from an Aha! custom-field definition; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Epic

    Delete an epic by ID; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Feature

    Delete one feature by ID or reference number; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Goal

    Delete one strategic goal; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Idea

    Delete an idea by ID or reference key; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Idea Theme

    Delete an idea theme by numeric ID; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Initiative

    Delete one strategic initiative; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Key Result

    Delete one key result; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Release

    Delete a release from a workspace; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Release Phase

    Delete a release phase by numeric ID; it may remain restorable through the recycle bin for up to 30 days.

  • Delete Requirement

    Delete one requirement by ID or reference number; it may remain restorable through the recycle bin for up to 30 days.

  • Delete To-Do

    Delete one to-do by its Aha! task ID; it may remain restorable through the recycle bin for up to 30 days.

  • Delete User Custom Role

    Remove a user's custom role in one Aha! product.

  • Delete User Product Role

    Remove a user's role in one Aha! product.

  • Delete Workflow Status Time

    Delete a workflow status interval. This endpoint requires activation by Aha! support.

  • Duplicate Release

    Create a duplicate of an existing release.

  • Get Current User

    Return the connected Aha! user, account context, and product roles.

  • Get Custom Layout

    Return one custom layout. Requires configuration-administrator access.

  • Get Epic

    Return one Aha! epic by its ID or reference number.

  • Get Feature

    Return detailed information for one feature by internal ID or human-readable reference number.

  • Get Goal

    Return one strategic goal by ID or reference number.

  • Get Idea

    Return one idea by ID or reference number.

  • Get Idea Theme

    Return one idea theme by ID.

  • Get Identity Provider

    Return one identity provider configured for account SSO.

  • Get Initiative

    Return one strategic initiative by ID or reference number.

  • Get Key Result

    Return one key result by ID.

  • Get Release

    Return one release by ID or reference number.

  • Get Release Phase

    Return one release phase by ID.

  • Get Requirement

    Return one requirement by ID or reference number.

  • Get Roll-Up Release

    Return one roll-up release by ID or reference number.

  • Get Strategic Model

    Return one strategic model by ID.

  • Get Strategic Vision

    Return one strategic vision by ID.

  • Get To-Do

    Return one to-do by its Aha! task ID.

  • Get User

    Get a specific Aha! user by ID.

  • Get Workflow

    Return one workflow with its statuses and workflow kinds.

  • Get Workflow Status Time

    Return one workflow status interval. The endpoint must be enabled by Aha! support.

  • Get Workspace

    Return one workspace and its applied template by ID.

  • List All Custom Field Options

    Return all options configured for one custom-field definition.

  • List Assigned Records

    List one page of records assigned to the connected Aha! user, optionally by record type.

  • List Assistant Usage

    Return one page of per-user AI assistant activity. The first page requires both start_at and end_at; subsequent pages accept the returned cursor alone.

  • List Audits

    Return one page of immutable Aha! record-change history, optionally filtered by the changed record or an associated parent record.

  • List Child Releases

    Return releases under a roll-up release, one page at a time.

  • List Custom Field Options

    Return selectable options for one custom-field definition.

  • List Custom Fields

    Return custom-field definitions, keys, types, and worksheet metadata.

  • List Custom Layouts

    Return custom layouts configured in the account.

  • List Deletions

    Return records currently visible in the account recycle bin, one page at a time.

  • List Epics

    Return one page of epics across the account or within a goal, initiative, release, or workspace.

  • List Features

    Return one page of features across the account or within a goal, initiative, epic, workspace, or release.

  • List Goals

    Return one page of strategic goals across the account or within an initiative or product.

  • List Idea Portals

    Return idea portals configured in the account or linked to one product, one page at a time.

  • List Idea Themes

    Return idea themes across the account, one page at a time.

  • List Ideas

    Search and filter ideas across the account or within one product, returning one page at a time.

  • List Identity Providers

    Return active identity providers available for account SSO.

  • List Initiatives

    Return one page of strategic initiatives across the account or within a goal or product.

  • List Key Results

    Return key results for one strategic goal, one page at a time.

  • List Product Roll-Up Releases

    Return roll-up releases in one Aha! product line, one page at a time.

  • List Product Users

    List one page of users and roles associated with an Aha! product.

  • List Related Ideas

    Find ideas related to a term, one page at a time.

  • List Release Phases

    Return release phases across the account or within one release, one page at a time.

  • List Releases

    Return releases associated with a workspace, goal, or initiative, one page at a time.

  • List Requirements

    Return requirements for one feature, optionally updated since a timestamp, one page at a time.

  • List Strategy Models

    Return strategy models configured in the account, one page at a time.

  • List Strategy Visions

    Return strategic vision records in the account, one page at a time.

  • List To-Dos

    Return one page of account, assigned-user, or associated-record to-dos.

  • List User Custom Roles

    List one page of an Aha! user's custom roles and their scopes.

  • List User Product Roles

    List one page of an Aha! user's roles in individual products.

  • List Users

    Return account users and their seat and administrator flags, one page at a time.

  • List Workflow Status Times

    Return workflow status intervals for one supported parent record, one page at a time. The endpoint must be enabled by Aha! support.

  • List Workflows

    Return workflows and statuses configured for one workspace.

  • List Workspaces

    Return Aha! workspaces and workspace lines available to the connected user, one page at a time.

  • Promote Idea

    Promote an idea to an epic, feature, initiative, or requirement.

  • Replace Product Idea Portals

    Replace every idea portal link on a product.

  • Restore Deleted Record

    Start restoring a record from the recycle bin within its retention period; restoration may continue asynchronously.

  • Update Custom Field Option

    Update the value, color, or visibility of a custom-field option.

  • Update Epic

    Update an epic by ID; provide at least one field to change.

  • Update Feature

    Update one feature's planning fields; provide at least one field to change.

  • Update Goal

    Update one strategic goal; provide at least one field to change.

  • Update Idea

    Update an existing idea; provide at least one field to change.

  • Update Idea Theme

    Update an idea theme; provide a new name or description.

  • Update Initiative

    Update one strategic initiative; provide at least one field to change.

  • Update Key Result

    Update one key result; provide at least one field to change.

  • Update Product

    Update an Aha! product; provide a new name, description, or reference prefix.

  • Update Release

    Update a release by ID, optionally through a specified workspace, including dates, capacity, progress, parent, owner, goals, and initiatives; provide at least one field to change.

  • Update Release Phase

    Update a release phase's type, dates, description, or progress.

  • Update Requirement

    Update one requirement; provide at least one field to change.

  • Update Roll-Up Release

    Update a roll-up release or add workspaces to it.

  • Update To-Do

    Update an existing to-do's name or description; provide at least one of name or body.

  • Update User

    Update an Aha! user; provide a new name or enabled state.

  • Update User Custom Roles

    Assign a custom role to an Aha! user for one product.

  • Update User Product Roles

    Assign a product role to an Aha! user for one product.

  • Update Workflow Status Time

    Update a workflow status interval. This endpoint requires activation by Aha! support.

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 Aha! is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in Aha!, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches Aha! for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive Aha! work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect Aha! to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Aha! in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for Aha!.

  3. 3

    Hit "Connect"

    Click "Connect Aha!" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in Aha!

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Aha! actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of Aha! for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Aha! 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 Aha! users had before signing up

Do I need to know how to code?

Not even a little. If you can use Aha! today, you can set this up. You'll connect Aha!, 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 Aha! 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 Aha! or delete everything any time.

What happens when Aha! updates their app?

We handle it. When Aha! 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 Aha! 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 Aha! — 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 Aha! on FormWise

Aha! helps product teams set strategy, prioritize ideas, plan roadmaps, and manage product development work.

Connect Aha! once and your FormWise AI gets 110 things it can do inside it. That means your AI can handle the Aha! 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 Aha!? Take a look at www.aha.io.

Stop doing the Aha! 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.