Add Plain to your AI agent
Plain is a collaborative support platform for B2B support teams, offering a modern, AI-powered interface to consolidate support channels and assist customers efficiently.
- Things your agent can do in Plain
- 22
Things your AI can do in Plain
Your FormWise AI can handle any of these in Plain — on its own, without you needing to click a button.
Add Customer To Group
PopularTool to add a customer to one or more customer groups. Use when you have a customer and groups ready.
Create Customer Group
PopularCreates a new customer group in Plain for organizing and segmenting customers. Customer groups allow you to categorize customers (e.g., by pricing tier, feature access, or support level) and manage them more effectively in your support workflow. Each group has a unique key, display name, and visual color for easy identification. Use this when you need to create a new customer segment for organization or filtering purposes.
Create Thread
PopularTool to create a new thread. Use after obtaining valid customer identifier.
Delete Customer
PopularTool to delete a customer from the system. Use when you need to remove a customer by their ID.
Delete User
PopularTool to delete a user from the system. Use when you need to remove a user by their ID after confirming existence.
Fetch Company
PopularTool to fetch company details by ID. Use when you need the full profile of a company, including name, domain, contract value, owner info, and timestamps.
Fetch Issues
PopularFetches external issue tracker links (Jira, Linear, GitHub, etc.) associated with a customer's threads. Returns a flattened list of all issue links across the customer's threads, including the thread context for each issue. Useful for getting a complete view of all external issues related to a customer. With defaults, returns up to threadFirst×linkFirst (2,500) total issue links; results are truncated if limits are exceeded, so reduce threadFirst or linkFirst for large datasets.
Fetch Tier
PopularTool to fetch a tier by its ID. Use when you have a tier ID and need its metadata before proceeding. Example: "Fetch tier with ID tier_123".
Get Customer By Email
PopularFetch customer details by email address. Returns customer information if found, or null if no customer exists with that email.
Get Customer By ID
PopularTool to retrieve details of a specific customer by their unique ID. Use after obtaining the customer's ID to fetch their complete record.
Get Customers
PopularTool to fetch a list of customers. Use when retrieving multiple customer records with pagination, filtering, or sorting.
Get Thread By ID
PopularFetches comprehensive details of a specific thread by ID, including customer info, status, priority, labels, and assignments. Returns null if thread not found.
Show 10 more things it can do
Get User By ID
PopularFetch workspace user/team member by ID. Returns detailed information about a workspace team member including their name, email, status, and avatar. Note: This fetches workspace users (team members), not customers. Use GET_CUSTOMER_BY_ID for customer data.
List Customer Groups
PopularTool to list all customer groups. Use when you need to retrieve group metadata with optional pagination or filters.
List Tiers
PopularTool to retrieve a list of tiers with pagination. Use when you need to browse available tiers after determining pagination cursors. Example: 'List tiers with first=25'.
List Threads
PopularTool to retrieve a paginated list of threads. Use when you need to list threads with optional status filtering.
Remove Customer From Group
PopularRemoves a customer from one or more customer groups in Plain. Use this action to revoke customer group memberships. The customer must be a member of the specified group(s) - attempting to remove a customer from a group they're not in will result in an error. Groups can be identified by either their Plain internal ID (customerGroupId) or their unique key (customerGroupKey). Common use cases: - Downgrade customer tier (e.g., remove from premium_tier group) - Remove customer from beta access groups - Clean up group memberships after customer status changes
Run GraphQL Query
PopularExecute any GraphQL query or mutation against Plain API. Use when no specific action exists or for complex operations like thread timelines, advanced filtering, and custom data retrieval. Supports queries, mutations, fragments, and variables.
Send Message
PopularTool to send a new message within a thread. Use after identifying the thread and preparing message content.
Update Company
PopularUpserts (creates or updates) a company in Plain. Provide either companyId (for updating an existing company by ID) or companyDomainName (for upserting by domain). Use this to create new companies, update existing company details (name, domain, contract value), or assign account owners.
Update Thread
PopularTool to update a thread's title. Use when renaming a thread after confirming its ID.
Upsert Customer
PopularTool to upsert (create or update) a customer. Use when syncing or ensuring a customer record exists before subsequent actions.
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 Plain is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Plain, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Plain for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Plain work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Plain to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Plain in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Plain.
- 3
Hit "Connect"
Click "Connect Plain" 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 Plain
Build a quick AI Agent (it's like writing instructions, not code), and pick the Plain actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Plain for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Plain 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 Plain users had before signing up
Do I need to know how to code?
Not even a little. If you can use Plain today, you can set this up. You'll connect Plain, 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 Plain 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 Plain or delete everything any time.
What happens when Plain updates their app?
We handle it. When Plain 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 Plain 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 Plain — 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 Plain on FormWise
Plain is a collaborative support platform for B2B support teams, offering a modern, AI-powered interface to consolidate support channels and assist customers efficiently.
Connect Plain once and your FormWise AI gets 22 things it can do inside it. That means your AI can handle the Plain 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 Plain? Take a look at www.plain.com.
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Stop doing the Plain 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.