Add Engage to your AI agent
Engage turns your customers into fans with personalised messaging; using emails, push and in-app notifications, and SMS.
- Things your agent can do in Engage
- 22
Things your AI can do in Engage
Your FormWise AI can handle any of these in Engage — on its own, without you needing to click a button.
Add Customer to Accounts
PopularTool to add a customer to one or more account entities. Use when you need to associate a user with accounts and optionally assign roles.
Add User to Lists
PopularTool to add a Customer or Account to one or more Lists in Engage.so. Use when you need to subscribe a user to specific lists for targeted messaging.
Archive List
PopularTool to archive a List in Engage. Use when you want to prevent new subscribers from being added to a list. Existing subscribers will not be affected.
Create User
PopularTool to create a new user (Customer or Account) in Engage. Use when you need to add a user with optional metadata, device tokens, or list subscriptions.
Delete User
PopularTool to completely delete all user data for a Customer or Account. This is a permanent, destructive action that removes all associated user data from Engage.
Get List
PopularTool to retrieve a single List by its ID. Use when you need to fetch details about a specific List.
Get User By ID
PopularTool to retrieve a single user by their user ID. Use when you need to fetch complete user information including metadata, attributes, devices, lists, segments, and message statistics.
List Lists
PopularTool to retrieve a paginated list of all Lists in Engage. Use when you need to view available Lists or iterate through all Lists in the account.
List Users
PopularTool to retrieve a paginated list of all users in Engage. Use when you need to list users with optional filtering by email and cursor-based pagination support.
Subscribe User to List
PopularTool to create a user and subscribe them to an Engage.so List. Use when you need to add users to a specific list for email marketing or user segmentation. If the user already exists, they will be added to the List without creating a duplicate.
Archive User
Tool to archive a user in Engage. Use when you need to deactivate a user account while preserving all historical data. The user will stop being active and all engagement and events for the user will be stopped, but all messages, logs, and related data will be preserved.
Convert User Type
Tool to convert a user between Customer and Account entity types. Use when you need to change a customer to an account or vice versa.
Show 10 more things it can do
Create List
Tool to create a new List in Engage for organizing subscribers. Use when you need to set up a new list for managing contacts or subscribers.
Delete Subscriber From List
Tool to remove a subscriber from a List entirely (different from unsubscribing). Use when you need to completely delete a subscriber's association with a specific list.
Get Account Members
Tool to retrieve all members (Customers) of an Account in Engage. Use when you need to list users who are part of a specific account.
Merge Users
Tool to merge two user profiles in Engage. The source user is merged into the destination user, and the source user profile is removed. Use when you need to consolidate duplicate user accounts or combine user data from multiple profiles into a single account.
Remove Customer from Account
Tool to remove a Customer from an Account in Engage. Use when you need to disassociate a customer from a specific account.
Batch Request
Tool to batch multiple create user, update user, and add user events operations into a single API call. Use when you need to perform multiple operations efficiently at the cost of one API request. The batch is queued for processing without immediate validation, so ensure all parameters are correct. Request size must remain under 100KB.
Track User Event
Tool to add user events to Engage. Use this to track user actions and events in your application. You can later segment users based on these actions or events.
Update Account Role
Tool to update the role of a Customer in an Account or set a new one if none exists. Use when you need to assign or change a customer's role within a specific account.
Update Subscriber Status
Tool to update a subscriber's status on a List. Use when you need to subscribe, re-subscribe, or unsubscribe a user from a specific List.
Update User
Tool to update user data and attributes on Engage. Use this to update user data changes like changes in plan, name, location, etc. If the user doesn't exist, this method creates the user.
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 Engage is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Engage, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Engage for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Engage work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Engage to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Engage in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Engage.
- 3
Hit "Connect"
Click "Connect Engage" 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 Engage
Build a quick AI Agent (it's like writing instructions, not code), and pick the Engage actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Engage for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Engage 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 Engage users had before signing up
Do I need to know how to code?
Not even a little. If you can use Engage today, you can set this up. You'll connect Engage, 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 Engage 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 Engage or delete everything any time.
What happens when Engage updates their app?
We handle it. When Engage 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 Engage 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 Engage — 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 Engage on FormWise
Engage turns your customers into fans with personalised messaging; using emails, push and in-app notifications, and SMS.
Connect Engage once and your FormWise AI gets 22 things it can do inside it. That means your AI can handle the Engage 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 Engage? Take a look at engage.so.
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Stop doing the Engage 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.