contact management

Add Contacts+ to your AI agent

Contacts+ provides OAuth-secured access to personal account, contact, and tag data.

Things your agent can do in Contacts+
13

Things your AI can do in Contacts+

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

  • Create Contact

    Create a personal contact with structured profile data in the connected Contacts+ address book.

  • Create Tag

    Create a personal Contacts+ tag, or return the existing tag when that name already exists. Before updating or deleting it, call GET_TAGS with the returned tag ID to obtain the canonical etag.

  • Delete Contact

    Delete one personal contact using its current etag for concurrency protection. Refresh the etag after any update or contact-tag change before deleting.

  • Delete Tag

    Delete one personal tag using its current canonical etag. Call GET_TAGS after any preceding tag write to obtain the canonical etag before deleting.

  • Get Account

    Return profile details for the authenticated Contacts+ personal account.

  • Get Contacts

    Fetch current full records for one or more personal contacts by ID, including etags needed for safe updates and deletes.

  • Get Tags

    Fetch current records for one or more personal tags by ID, including canonical etags needed for safe updates and deletes.

  • List Contacts

    Return one cursor-controlled page of personal contacts from the connected Contacts+ address book.

  • List Tags

    Return one cursor-controlled page of personal Contacts+ tags.

  • Search Contacts

    Search personal contacts by full text or Contacts+ advanced query syntax, optionally restricted to tag IDs. Returns one cursor-controlled page. Search results may omit etags, so fetch selected records with GET_CONTACTS before mutation.

  • Update Contact

    Replace the desired data for a personal contact using its current etag and strict optimistic concurrency by default. Send all fields that must remain.

  • Update Contact Tags

    Add and/or remove personal tags across one or more personal contacts in a single operation. Each affected contact receives a new etag.

Show 1 more thing it can do
  • Update Tag

    Rename a personal tag using its current canonical etag from GET_TAGS. Read the tag back after updating because write-response etags may not be canonical for the next protected mutation.

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 Contacts+ is connected

Onboard new clients without lifting a finger

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

Reply to leads in seconds, not days

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

Get your weekends back

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

How to connect Contacts+ to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Contacts+ in your connected apps

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

  3. 3

    Hit "Connect"

    Click "Connect Contacts+" 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 Contacts+

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

Powered by the AI you already trust

Your Contacts+ 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 Contacts+ users had before signing up

Do I need to know how to code?

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

What happens when Contacts+ updates their app?

We handle it. When Contacts+ 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 Contacts+ 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 Contacts+ — 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 Contacts+ on FormWise

Contacts+ provides OAuth-secured access to personal account, contact, and tag data.

Connect Contacts+ once and your FormWise AI gets 13 things it can do inside it. That means your AI can handle the Contacts+ 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 Contacts+? Take a look at www.contactsplus.com.

Stop doing the Contacts+ 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.