Add Engage Platform to your AI agent
Engage Platform provides customer data, account, list, event, batch, and transactional messaging APIs for customer engagement workflows.
- Things your agent can do in Engage Platform
- 18
Things your AI can do in Engage Platform
Your FormWise AI can handle any of these in Engage Platform — on its own, without you needing to click a button.
Add User to Accounts
Add a customer to one or more Engage accounts, optionally assigning a role in each account.
Add User to Lists
Add and subscribe an existing user to one or more Engage lists. This tool does not remove list memberships or implement bulk removal.
Archive List
Archive a list so it disappears from list results and cannot receive new subscribers. This is not permanent deletion; direct retrieval may still return the archived record.
Create List
Create an Engage user list and return its Engage list ID for subscription tools.
Create User
Create an Engage customer or account with a caller-chosen application UID. Use UPSERT_USER when the UID may already exist.
Delete User Attribute
Permanently remove one custom meta attribute from a user. Standard fields such as first_name, last_name, email, and number cannot be removed.
Get List
Retrieve an Engage list by its internal list ID. Direct retrieval can return archived lists, so a successful response does not prove the list is active.
Get User
Retrieve one Engage customer or account by its caller-supplied application UID, not Engage's internal ID.
List Account Members
List customers belonging to one Engage account identified by its application UID.
List Lists
Return one cursor-controlled page of active Engage user lists. Archived lists are omitted by the provider.
List Users
Return one cursor-controlled page of Engage customers and accounts, optionally filtered by exact email.
Remove List Subscriber
Completely remove one user's membership from one Engage list. This differs from unsubscribe, which retains membership.
Show 6 more things it can do
Remove User From Account
Permanently remove one customer's membership from one Engage account. This does not delete either user record.
Set Account Member Role
Set or replace a customer's role in one Engage account membership.
Set List Subscription
Subscribe, resubscribe, or unsubscribe an existing user on one Engage list. Unsubscribing retains the membership record; use REMOVE_LIST_SUBSCRIBER to remove it completely.
Track User Event
Append an immutable event to a user's Engage activity history. A successful status confirms ingestion only; this tool cannot remove the event later. If dispatch is ambiguous, do not retry because doing so may duplicate the event.
Update List
Update supplied settings on an existing Engage list without changing unspecified fields.
Upsert User
Update profile or custom attributes for an application UID, creating the user if it does not exist. Only supplied fields are sent.
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 Platform is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Engage Platform, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Engage Platform 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 Platform work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Engage Platform to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Engage Platform in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Engage Platform.
- 3
Hit "Connect"
Click "Connect Engage Platform" 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 Platform
Build a quick AI Agent (it's like writing instructions, not code), and pick the Engage Platform 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 Platform for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Engage Platform 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 Platform users had before signing up
Do I need to know how to code?
Not even a little. If you can use Engage Platform today, you can set this up. You'll connect Engage Platform, 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 Platform 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 Platform or delete everything any time.
What happens when Engage Platform updates their app?
We handle it. When Engage Platform 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 Platform 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 Platform — 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 Platform on FormWise
Engage Platform provides customer data, account, list, event, batch, and transactional messaging APIs for customer engagement workflows.
Connect Engage Platform once and your FormWise AI gets 18 things it can do inside it. That means your AI can handle the Engage Platform 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 Platform? Take a look at engage.so.
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Stop doing the Engage Platform 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.