marketing automation

Add Chameleon to your AI agent

Chameleon is a product adoption platform for building in-app experiences, managing customer data, and analyzing user engagement.

Things your agent can do in Chameleon
14

Things your AI can do in Chameleon

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

  • Count Customer Records

    Count Chameleon profiles or companies matching structured filters without retrieving the matching records.

  • Get Account Identity

    Return the Chameleon account ID and admin user ID associated with the connected Account Secret.

  • Get Delivery

    Retrieve one Chameleon experience delivery by ID without triggering, changing, or cancelling it.

  • Get Experience

    Retrieve one Chameleon tour, microsurvey, launcher, embed, or tooltip by ID without modifying or publishing it.

  • List Changes

    List one page of Chameleon change history across the account or for one supported experience.

  • List Deliveries

    List one page of scheduled Chameleon experience deliveries, optionally filtered by experience or profile, without triggering a new delivery.

  • List Domains or Environments

    List one page of configured Chameleon domains or environments without changing account routing configuration.

  • List Experience Analytics

    List one page of tour interactions or microsurvey responses for a specific Chameleon experience.

  • List Experiences

    List one page of Chameleon tours, microsurveys, launchers, embeds, or tooltips without modifying or publishing them.

  • List Targeting Metadata

    List one page of Chameleon segments, tags, themes, tracked event names, or profile/company property definitions used to interpret targeting and analytics data.

  • Lookup Customer Record

    Retrieve one Chameleon profile or company by its Chameleon ID or external identifier. Profiles can also be looked up by email address; provide exactly one identifier.

  • Search Customer Records

    Search Chameleon profiles or companies with structured filters and return one offset-paginated page of matching records.

Show 2 more things it can do
  • Track Event

    Irreversibly record one named event for a Chameleon profile identified by ID or external UID; provide exactly one identifier. The event cannot be deleted, and a new event name also creates a persistent event-name definition that cannot be deleted.

  • Upsert Customer Record

    Create or update one Chameleon profile or company by external UID and return its Chameleon ID.

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 Chameleon is connected

Onboard new clients without lifting a finger

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

Reply to leads in seconds, not days

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

Get your weekends back

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

How to connect Chameleon to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Chameleon in your connected apps

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

  3. 3

    Hit "Connect"

    Click "Connect Chameleon" 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 Chameleon

    Build a quick AI Agent (it's like writing instructions, not code), and pick the Chameleon 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 Chameleon for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your Chameleon 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 Chameleon users had before signing up

Do I need to know how to code?

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

What happens when Chameleon updates their app?

We handle it. When Chameleon 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 Chameleon 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 Chameleon — 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 Chameleon on FormWise

Chameleon is a product adoption platform for building in-app experiences, managing customer data, and analyzing user engagement.

Connect Chameleon once and your FormWise AI gets 14 things it can do inside it. That means your AI can handle the Chameleon 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 Chameleon? Take a look at www.chameleon.io.

Stop doing the Chameleon 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.