Add Pivot to your AI agent
Pivot is a team collaboration platform for managing organizations, spaces, rooms, messages, goals, members, and shared work.
- Things your agent can do in Pivot
- 71
Things your AI can do in Pivot
Your FormWise AI can handle any of these in Pivot — on its own, without you needing to click a button.
Add Block Response Attachment
Attach an existing Pivot file to a block response.
Add Group Members
Add one or more existing Pivot users to a group.
Add Group To Space
Grant an existing Pivot group access to a space with specified space roles.
Add Room Members
Add one or more existing Pivot users to a room with a shared role. The Pivot API exposes no undo path for this membership change.
Add Space Labels
Add one or more labels to a Pivot space without removing labels already assigned to it.
Add Space Members
Add one or more existing Pivot users to a space, optionally assigning space roles and member titles.
Copy Space
Start an asynchronous copy of a Pivot space. A successful response only means the copy was accepted. Poll the space operation-status endpoint with the same source space_id and returned operation_id until status is succeeded or failed; on success, new_space_id identifies the copy.
Create Block Response
Create a Pivot block response from plain text, or use advanced rich content for formatting; optionally create it as a reply.
Create Block Sharing Rule
Create a sharing rule that grants a subject access to a Pivot block.
Create Label
Create a label in a Pivot organization. Pivot's label delete endpoint was observed returning an error without removing the label, so create only labels that may safely remain in the organization.
Create Room
Create a Pivot chat, direct, post, audio, video, or streaming room. Pivot does not document a room-delete endpoint, so this creation cannot be safely reversed; create only rooms that may remain in the workspace.
Create Space
Create a blank Pivot space or organization template synchronously, or create an independent space from a template. A template-based request returns the new space immediately and may include operation_id while content is copied asynchronously; poll the space operation-status endpoint until succeeded or failed. To duplicate an ordinary space, use Pivot's copy-space action instead.
Show 59 more things it can do
Create Space Role
Create a custom role in a Pivot space with an explicit set of permissions. Pivot does not document an endpoint for deleting space roles, so create only roles that may safely remain in the space.
Create Subgoal
Create a goal directly under an existing Pivot goal. Requires edit access to the parent and uses request_id as an idempotency key scoped to the caller and parent.
Create Webhook
Create a Pivot webhook for an organization and return its one-time signing secret. Store the secret securely because it is not returned by later reads.
Delete Block Response
Delete a response from a Pivot block by its response UUID.
Delete Block Response Attachment
Delete a file attached to a block response by attachment UUID.
Delete Block Sharing Rule
Delete a sharing rule from a Pivot block by sharing-rule UUID.
Delete Label
Permanently delete a Pivot label by its label UUID. Pivot returned HTTP 500 without deleting the build account's test label, so treat a provider error as no deletion and verify the label is absent after success.
Delete Room Message
Delete a sent Pivot room message. Provide sent_at for a non-thread message or thread_root_message_id for a message in a thread.
Delete Space
Permanently delete a Pivot space or template using its ordinary space lifecycle.
Delete User
Permanently delete a Pivot user account, not merely remove a space membership. Pivot allows this only when the user's email is verified by the specified organization and by no other organization. This cannot be undone and deletes the user across all organizations.
Delete User or Remove Membership
Delete a Pivot user globally when the specified organization verified that user. Otherwise, remove the user's memberships only from the specified organization. This is destructive: the same call can permanently delete the user across Pivot, and user_deleted reports which outcome occurred.
Delete Webhook
Permanently delete a Pivot webhook by its webhook UUID.
Get Block
Return a block by ID, optionally including all visible descendant blocks.
Get Room
Return a Pivot room by its ID.
Get Room Message
Retrieve one Pivot room message by its ID and send timestamp. Thread replies also require both thread locator IDs, and recording comments require the parent recording ID.
Get Room Recording
Return a specific Pivot room recording by ID, including transcript, chapter, summary, and caption assets.
Get Space
Return a Pivot space by ID with its settings, roles, member summaries, and labels. Response-only access tokens are removed. The direct endpoint's member_count can be 0 even when members exist; use list spaces or list space members when an authoritative count is required.
Get Space Operation
Get the status of an asynchronous Pivot space copy or template application. Poll until status is succeeded or failed. For Copy Space, pass the source space_id used in the copy request; for Create Space from a template, pass the new space.id returned by Create Space.
Get User Context
Return a Pivot user's profile, space memberships, and groups within an organization. The response excludes the provider's presence token.
Hide Space
Hide an existing Pivot space from view. The Pivot API exposes no undo path for hiding a space.
Invite To Room
Invite people to a Pivot room by email. A successful call creates room invitations and sends externally visible invitation emails to every address.
Invite To Space
Invite people to a Pivot space by email. A successful call sends externally visible invitation emails to new users and adds existing Pivot users directly to the space with the specified roles and groups.
List Block Responses
Return the responses attached to a Pivot block.
List Block Sharing Rules
Return the sharing rules configured for a Pivot block.
List Group Members
Return the users in a specified Pivot group.
List Groups
Return one page of groups in a Pivot organization.
List Labels
Return the labels configured in a Pivot organization.
List Organization Users
Return one page of users in a Pivot organization. Pass next_cursor from the preceding response unchanged to continue listing users.
List Room Messages
Return one page of room messages, newest first. On the first call, provide the room ID and its created_at timestamp from Get Room. To continue through the current and older history windows, call again with only next_cursor; pagination stops automatically at the room's creation boundary.
List Room Recordings
Return one page of recordings for a Pivot room, including transcripts and other recording assets.
List Space Assignment Blocks
Return all assignment blocks in a Pivot space.
List Space Description Blocks
Return a space's description blocks and all of their descendants.
List Space Home Blocks
Return the blocks displayed on a Pivot space home.
List Space Members
Return one page of members in a Pivot space. By default, only active members are returned; use status to include other membership states.
List Space Roles
Return the roles available in a Pivot space.
List Space Room Blocks
Return all room blocks and their parallel room metadata in a Pivot space.
List Spaces
Return one page of spaces visible in a Pivot organization. Supports exact status, type, template, label, name-search, and sort filters. Templates are excluded and only active spaces are returned unless those filters are set.
List Thread Messages
Return one page of messages in a Pivot thread, oldest first. Continue with next_cursor until has_more is false.
List Webhook Logs
Return one page of delivery logs for a Pivot webhook. Pivot retains webhook logs for 30 days.
List Webhooks
Return webhooks for a Pivot organization, optionally filtering by a case-insensitive substring of the webhook name.
Remove Group Members
Remove one or more users from a Pivot group.
Remove Space Label
Remove one label from a Pivot space by space and label UUID.
Remove Space Member
Remove a user from a Pivot space by space-member UUID.
Request Recording Download
Ensure a downloadable MP4 rendition exists for a Pivot room recording. When ready is false, the rendition is still being prepared; retry shortly with the same room_id, recording_id, and created_at. The direct download URL is returned when ready is true.
Revoke Organization Invite
Revoke a Pivot organization invitation by its invitation ID and email address.
Revoke Room Invite
Revoke a Pivot room invitation by room ID and email address.
Revoke Space Invite
Revoke a Pivot space invitation by organization, space, and email address.
Rotate Webhook Secret
Rotate the organization-wide webhook signing secret used for future Pivot webhooks. Existing webhooks retain the current secret. Store the returned one-time secret securely.
Send Room Message
Send plain text or an advanced rich-content document to a Pivot room, optionally with file attachments or as a thread, inline, or recording reply. Sending delivers the message to room participants and cannot be safely reversed.
Submit Block Response
Irreversibly submit a Pivot block response. This sends or marks an existing draft response as submitted and cannot be safely undone.
Update Block
Update exactly one property of a Pivot block: its hide time, unhide time, or space-member sharing level.
Update Block Response
Replace a Pivot block response with plain text, or use advanced rich content for formatting.
Update Block Sharing Rule
Set the access level for a user, group, space role, membership tier, or space identified by the subject of a sharing rule on a Pivot block.
Update Label
Update the name, color, or both for a Pivot label. Pivot clears the existing color when a name update omits color, so resend the current color to preserve it.
Update Room
Update one or more settings for a Pivot room, including its name, topic, type, and recording preferences.
Update Room Message
Replace a sent Pivot room message with plain text or an advanced rich-content document. sent_at identifies the original message; include thread_root_message_id and thread_parent_message_id for a threaded message, or parent_recording_id for a recording comment.
Update Space
Update one or more settings or metadata fields for an existing Pivot space. Only provided fields are changed.
Update Space Member
Update a Pivot space member's roles, title, status, or any combination of those fields. The member ID is the space-membership UUID, not a user UUID.
Update Webhook
Update one or more properties of a Pivot webhook. Supplying subscriptions replaces the webhook's complete existing subscription set.
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 Pivot is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Pivot, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Pivot for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Pivot work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Pivot to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Pivot in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Pivot.
- 3
Hit "Connect"
Click "Connect Pivot" 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 Pivot
Build a quick AI Agent (it's like writing instructions, not code), and pick the Pivot actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Pivot for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Pivot 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 Pivot users had before signing up
Do I need to know how to code?
Not even a little. If you can use Pivot today, you can set this up. You'll connect Pivot, 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 Pivot 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 Pivot or delete everything any time.
What happens when Pivot updates their app?
We handle it. When Pivot 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 Pivot 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 Pivot — 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 Pivot on FormWise
Pivot is a team collaboration platform for managing organizations, spaces, rooms, messages, goals, members, and shared work.
Connect Pivot once and your FormWise AI gets 71 things it can do inside it. That means your AI can handle the Pivot 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 Pivot? Take a look at pivot.app.
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Stop doing the Pivot 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.
