Add Chatforma to your AI agent
Chatforma is a chatbot automation platform for managing bots, users, segments, broadcasts, dialogs, forms, notifications, and variables.
- Things your agent can do in Chatforma
- 10
Things your AI can do in Chatforma
Your FormWise AI can handle any of these in Chatforma — on its own, without you needing to click a button.
Get User Variable
Get the current value of one bot variable for one bot user.
List Bots
List bots belonging to the connected Chatforma account so their IDs can be used in bot-scoped tools.
List Dialog Messages
Return one page of messages exchanged in a specific user's bot dialog, with a cursor for continuing the history.
List Predefined Messages
List predefined messages configured in a bot so a message ID can be selected for sending.
List Segments
List the user segments configured for a bot, including segment IDs needed for targeted sends.
List Users
List a bot's users, members of one segment, or users with open dialogs; choose the view that matches the task.
List Variables
List variables configured for a bot, including IDs and types needed to read user-specific values.
Send Dialog Message
Immediately send a user-visible text message into a specific user's bot dialog. This irreversible action may contact a real user.
Send Predefined Message
Send a configured bot message to one user or dispatch it to a segment. This irreversible action may contact one or many real users.
Send Text Dispatch
Create a user-visible text dispatch for one bot user or a segment. Delivery may be immediate or scheduled where supported and cannot be undone through this API.
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 Chatforma is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Chatforma, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Chatforma for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Chatforma work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Chatforma to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Chatforma in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Chatforma.
- 3
Hit "Connect"
Click "Connect Chatforma" 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 Chatforma
Build a quick AI Agent (it's like writing instructions, not code), and pick the Chatforma actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Chatforma for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Chatforma 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 Chatforma users had before signing up
Do I need to know how to code?
Not even a little. If you can use Chatforma today, you can set this up. You'll connect Chatforma, 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 Chatforma 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 Chatforma or delete everything any time.
What happens when Chatforma updates their app?
We handle it. When Chatforma 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 Chatforma 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 Chatforma — 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 Chatforma on FormWise
Chatforma is a chatbot automation platform for managing bots, users, segments, broadcasts, dialogs, forms, notifications, and variables.
Connect Chatforma once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the Chatforma 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 Chatforma? Take a look at www.chatforma.com.
More ai chatbots integrations
Chatbotkit
ChatBotKit is a platform that enables developers to build and manage AI-powered chatbots, offering comprehensive APIs and SDKs for seamless integration into applications.
Insighto.ai
Insighto.ai is an AI-powered communication platform that enables businesses to create and deploy conversational AI chatbots and voice agents for enhanced customer engagement across multiple channels.
Botpress
Botpress is an open-source platform for building, deploying, and managing chatbots.
Botbaba
Botbaba provides APIs for building and managing chatbots, including conversational AI and messaging integrations.
Customgpt
CustomGPT.ai is a platform that enables users to create and integrate AI-powered chatbots tailored to their specific data and requirements.
DocsBot AI
DocsBot AI enables the creation of custom chatbots trained on your documentation, facilitating automated customer support and content generation.
Stop doing the Chatforma 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.