Add Bread & Butter to your AI agent
Bread & Butter is a lead-intelligence and identity platform for managing website visitors, profiles, attribution, authentication, and conversion workflows.
- Things your agent can do in Bread & Butter
- 8
Things your AI can do in Bread & Butter
Your FormWise AI can handle any of these in Bread & Butter — on its own, without you needing to click a button.
Get Application
Return settings, feature flags, plan details, and lead-status definitions for the application bound to the connected credentials.
Get Attribution Report
Return visitor and conversion attribution metrics by reporting period and source for the connected application.
Get User Insights
Return aggregate attribution and user-journey insights for the connected application, with optional top-page and geography detail.
List Applications
List Bread & Butter applications available to the connected credentials, optionally filtering by status or name; returns one page and a continuation cursor.
List Event Definitions
List configured event definitions for the connected application, optionally filtering by enabled status; returns one page and a continuation cursor.
List Events
List tracked activity events for the connected application, optionally scoped to a user or date range; returns one page and a continuation cursor.
List Lead Lists
Return the saved lead lists configured for the application bound to the connected credentials.
List Leads
List lead and visitor profiles for the connected application, optionally filtering by email address; returns one page and a continuation cursor.
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 Bread & Butter is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Bread & Butter, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Bread & Butter for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Bread & Butter work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Bread & Butter to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Bread & Butter in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Bread & Butter.
- 3
Hit "Connect"
Click "Connect Bread & Butter" 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 Bread & Butter
Build a quick AI Agent (it's like writing instructions, not code), and pick the Bread & Butter actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Bread & Butter for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Bread & Butter 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 Bread & Butter users had before signing up
Do I need to know how to code?
Not even a little. If you can use Bread & Butter today, you can set this up. You'll connect Bread & Butter, 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 Bread & Butter 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 Bread & Butter or delete everything any time.
What happens when Bread & Butter updates their app?
We handle it. When Bread & Butter 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 Bread & Butter 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 Bread & Butter — 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 Bread & Butter on FormWise
Bread & Butter is a lead-intelligence and identity platform for managing website visitors, profiles, attribution, authentication, and conversion workflows.
Connect Bread & Butter once and your FormWise AI gets 8 things it can do inside it. That means your AI can handle the Bread & Butter 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 Bread & Butter? Take a look at breadbutter.io.
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Stop doing the Bread & Butter 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.