Add Oksign to your AI agent
Sign online contracts, purchase orders, forms, you name it. Simple and legal.
- Things your agent can do in Oksign
- 17
Things your AI can do in Oksign
Your FormWise AI can handle any of these in Oksign — on its own, without you needing to click a button.
Remove Briefcase
PopularTool to remove a previously created briefcase from OKSign platform. Use when you need to delete a briefcase that is no longer needed. The briefcase is identified by the token received when it was created.
Retrieve Briefcase Information
PopularTool to retrieve a previously uploaded briefcase tokeninfo for consultation. Use when you need to examine bundled document properties and signer requirements without re-creating the briefcase.
Remove Contacts
PopularTool to remove specified contacts from the account's contact list. Use when you need to delete one or more contacts by providing their name and email.
Retrieve Contacts
PopularTool to retrieve the list of contacts stored in the account. Use when you need to access all contacts with their details including name, email, mobile number, and role.
Upload Contacts
PopularTool to insert or update contact information in the account's contact list. Use when you need to add new contacts or update existing ones with details like name, email, phone, mobile, address, company, or identifier.
Retrieve Account Credits
PopularTool to retrieve account credit balance and storage information. Use when you need to check available credits or storage capacity.
Check Document Exists
PopularTool to check if a signed or unsigned document still exists on the OKSign platform. Use when you need to verify document availability before performing operations.
Remove Document
PopularTool to remove a signed or unsigned document from the OKSign platform. Use when you need to delete a document and its signed copies from storage. Note: If document is removed immediately after signing while platform processes notifications, service may return FAILED status with retry message.
Upload Document
PopularTool to upload a PDF or Word document to OKSign platform for completion and/or signing. Use when you need to add a new document that requires signatures. Maximum file size is 10 MB. Supported formats: PDF, DOC, DOCX.
Create Editor Express Session
PopularTool to invoke the OKSign Editor Express for modifying documents and form descriptors. Use when you need to open documents in an interactive editor where users can add signature fields, form fields, and configure signing workflows. The editor URL returned can be embedded or redirected to within your application.
Upload Form Descriptor
PopularTool to upload form descriptor defining signature fields and other field types to a document. Use when you need to add form fields, signature areas, and configure signing workflows for a document.
Get Active Documents
PopularTool to retrieve all active document IDs and properties from OKsign account. Use when you need to list documents visible in the Active Documents tab. Note: Rate limited to 1 request per 3 minutes.
Show 5 more things it can do
Upload Notifications
PopularTool to upload notifications defining email(s) and/or SMS(es) to be sent to signer(s) with signing links. Use when you need to send notification emails or SMS messages to document signers.
Retrieve Users
PopularTool to retrieve the list of users associated with the OkSign account. Use when you need to get all users in an account.
Retrieve Linked Document List
Tool to retrieve the list of linked signed or source document IDs related to a specific document. Use when you need to find linked documents (either the signed version of a source document, or the source of a signed document).
Update Organization Token Info
Tool to update organizational token information and settings for the account. Use when you need to configure or modify callback URL, webhook URL, or return URL for the organization's token.
Remove SignExpress Token
Tool to remove a previously uploaded SignExpress tokeninfo JSONObject from the OKSign platform. Use when you need to clean up or invalidate a SignExpress token that was created for sign button integration.
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 Oksign is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Oksign, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Oksign for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Oksign work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Oksign to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Oksign in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Oksign.
- 3
Hit "Connect"
Click "Connect Oksign" 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 Oksign
Build a quick AI Agent (it's like writing instructions, not code), and pick the Oksign actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Oksign for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Oksign 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 Oksign users had before signing up
Do I need to know how to code?
Not even a little. If you can use Oksign today, you can set this up. You'll connect Oksign, 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 Oksign 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 Oksign or delete everything any time.
What happens when Oksign updates their app?
We handle it. When Oksign 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 Oksign 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 Oksign — 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 Oksign on FormWise
Sign online contracts, purchase orders, forms, you name it. Simple and legal.
Connect Oksign once and your FormWise AI gets 17 things it can do inside it. That means your AI can handle the Oksign 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 Oksign? Take a look at oksign.be.
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Stop doing the Oksign 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.