Add Iterate to your AI agent
Iterate is a customer feedback platform for distributing surveys, analyzing responses, and managing company user privacy data.
- Things your agent can do in Iterate
- 13
Things your AI can do in Iterate
Your FormWise AI can handle any of these in Iterate — on its own, without you needing to click a button.
Add Survey Recipient
Add one email recipient to a survey for a later send without sending the survey now.
Anonymize Company User
Irreversibly remove one Iterate user's email and attributes while retaining survey responses. Optionally also remove response properties. Requires an exact user ID and explicit confirm_anonymization=true.
Bulk Anonymize Company Users
Irreversibly remove identifying data from every Iterate company user matching at least one explicit email, external-ID, or typed user-property selector while retaining survey responses. Requires confirm_bulk_anonymization=true.
Bulk Delete Company User Data
Permanently delete every matching Iterate company user and all matching users' survey responses using explicit non-empty selectors. This cannot be undone and requires confirm_bulk_permanent_deletion=true.
Delete Company User Data
Permanently delete one Iterate user object and all of that user's survey responses. This cannot be undone and requires an exact user ID plus explicit confirm_permanent_deletion=true.
Get Survey
Return one survey's configuration and questions by survey ID. The action fails when Iterate embeds an error in an HTTP 200 response.
Get Survey Stats
Return delivery, display, response-count, and response-rate statistics for one survey.
Import Survey Recipients
Add a non-empty batch of email recipients to a survey without sending it, and return duplicate, failure, and success counts.
List Survey Response Groups
Return one reverse-chronological page of completed survey submissions grouped by user, plus a continuation cursor.
List Survey Responses
Return one reverse-chronological page of individual answers for a survey, with an optional date range and continuation cursor.
List Surveys
Return all surveys available to the connected Iterate API key, including the survey and company IDs needed by other tools.
Search Company Users
Find one user in the connected Iterate company by email, external ID, or one typed user property and return survey participation totals.
Show 1 more thing it can do
Send Survey
Irreversibly send or schedule an email survey to one specified recipient or every previously added recipient. Requires an explicit audience and confirmation.
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 Iterate is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Iterate, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Iterate for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Iterate work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Iterate to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Iterate in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Iterate.
- 3
Hit "Connect"
Click "Connect Iterate" 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 Iterate
Build a quick AI Agent (it's like writing instructions, not code), and pick the Iterate actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Iterate for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Iterate 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 Iterate users had before signing up
Do I need to know how to code?
Not even a little. If you can use Iterate today, you can set this up. You'll connect Iterate, 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 Iterate 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 Iterate or delete everything any time.
What happens when Iterate updates their app?
We handle it. When Iterate 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 Iterate 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 Iterate — 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 Iterate on FormWise
Iterate is a customer feedback platform for distributing surveys, analyzing responses, and managing company user privacy data.
Connect Iterate once and your FormWise AI gets 13 things it can do inside it. That means your AI can handle the Iterate 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 Iterate? Take a look at iteratehq.com.
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Stop doing the Iterate 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.