Business Intelligence

Add Pigment to your AI agent

Pigment is a business planning platform for importing, modeling, exporting, and automating workspace data.

Things your agent can do in Pigment
26

Things your AI can do in Pigment

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

  • Download File

    Download the raw bytes of one file from a Pigment application.

  • Export List

    Download a Pigment List as CSV through v1 with property selection, item and property filters, and formatting options.

  • Export List (Legacy)

    Download a List as CSV through Pigment's officially published unversioned legacy endpoint with all documented filters and formatting options. Prefer the current Export List action for new workflows.

  • Export Metric

    Download a Pigment Metric as CSV through v1 with scenarios, deprecated dimension filters, recursive filters, and formatting options.

  • Export Metric (Legacy)

    Download a Metric as CSV through Pigment's officially published unversioned legacy endpoint with scenarios, deprecated and recursive filters, and all documented formatting options. Prefer the v1 action for new workflows.

  • Export Table

    Download a Pigment Table as CSV through v1 with metrics, scenarios, filters, selected fields, and formatting options.

  • Export Table (Legacy)

    Download a Table as CSV through Pigment's officially published unversioned legacy endpoint with metrics, scenarios, filters, selected fields, and formatting options. Prefer the current Export Table action for new workflows.

  • Export View

    Download a Pigment view as CSV through the v1 endpoint, optionally choosing comma or semicolon delimiters.

  • Export View (Legacy)

    Download a view as CSV through Pigment's officially published unversioned legacy endpoint; prefer v1 for new workflows.

  • Get Data Flow Status

    Get the current status and per-step results of a Pigment Data Flow execution.

  • Get Import Status

    Get v1 status for a CSV, integration, list-copy, or metric-copy import, optionally including the detailed report.

  • Get Import Status (Legacy)

    Get CSV import status through Pigment's officially published unversioned legacy endpoint; prefer the v1 action for new workflows.

Show 14 more things it can do
  • List Application Snapshots

    List scheduled, in-progress, completed, and failed Pigment application snapshots.

  • List Applications

    List Pigment applications visible to the Modeling Metadata API key owner.

  • List Blocks

    List visible Pigment Lists, Transaction Lists, Metrics, and Tables, optionally for one application.

  • List Data Flows

    List the Data Flows visible in one Pigment application.

  • List Files

    Return one cursor-controlled page of file metadata for a Pigment application, newest first. Each page contains at most 1000 files.

  • List Import Configurations

    List Pigment import configurations, optionally narrowing the results by application and block.

  • List Views

    List Pigment view metadata, optionally narrowing the results by application and block.

  • Push CSV Import

    Upload CSV bytes to start a Pigment v1 import and return an import ID for status checks.

  • Push CSV Import (Legacy)

    Upload CSV bytes to start an import through Pigment's officially published unversioned legacy endpoint; prefer v1 for new workflows.

  • Push Looker Import

    Start a Pigment v1 Looker import from a saved configuration; the official contract declares no request body.

  • Push Looker Import (Legacy)

    Start a Looker import through Pigment's officially published unversioned legacy endpoint; the documented operation has no request body. Prefer the current Push Looker Import action for new workflows.

  • Trigger Data Flow

    Start one Pigment Data Flow execution and return its execution ID for status checks. The flow may perform irreversible actions.

  • Trigger Import

    Trigger a configured integration import, list-to-list copy, or metric-to-metric copy and return its import ID.

  • Upload File

    Upload one file to a Pigment application and return the created file's metadata.

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 Pigment is connected

Onboard new clients without lifting a finger

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

Reply to leads in seconds, not days

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

Get your weekends back

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

How to connect Pigment to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Pigment in your connected apps

    Inside FormWise, open Connectors and look for Pigment.

  3. 3

    Hit "Connect"

    Click "Connect Pigment" 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 Pigment

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

Powered by the AI you already trust

Your Pigment 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 Pigment users had before signing up

Do I need to know how to code?

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

What happens when Pigment updates their app?

We handle it. When Pigment 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 Pigment 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 Pigment — 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 Pigment on FormWise

Pigment is a business planning platform for importing, modeling, exporting, and automating workspace data.

Connect Pigment once and your FormWise AI gets 26 things it can do inside it. That means your AI can handle the Pigment 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 Pigment? Take a look at www.pigment.com.

Stop doing the Pigment 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.