Add Request Tracker (RT) to your AI agent
Request Tracker is a ticketing and workflow platform for managing support requests, queues, users, assets, knowledge articles, and related operations.
- Things your agent can do in Request Tracker (RT)
- 11
Things your AI can do in Request Tracker (RT)
Your FormWise AI can handle any of these in Request Tracker (RT) — on its own, without you needing to click a button.
Add Ticket Comment
Add a private internal comment to an RT ticket. The comment creates a durable transaction that REST2 cannot remove; RT scrips may still notify staff.
Create Ticket
Create a durable RT ticket in a queue. Creation may run RT scrips or send notifications and cannot be fully erased through REST2.
Get Queue
Retrieve one visible RT queue by id or exact name, including lifecycle and capability-sensitive links.
Get Ticket
Retrieve one visible RT ticket, including its current fields and capability-sensitive links for allowed follow-up operations.
Get Ticket History
Return one page of detailed ticket history, including transaction types, field changes, comments, creators, and timestamps.
List Queues
List queues visible to the connected RT user so an agent can select a queue for ticket search or creation. Returns one bounded page.
List Ticket Attachments
List attachment metadata references associated with a visible RT ticket without downloading attachment content.
Reply to Ticket
Send public correspondence on an RT ticket. This can email requestors or other recipients according to RT configuration and creates a durable transaction that REST2 cannot remove.
Search Tickets
Search visible RT tickets with an explicit TicketSQL expression and return one bounded page. Use a condition such as `id > 0` when listing tickets; an omitted search does not list all tickets.
Search Users
Search RT users with structured field conditions and return one bounded page of user references or selected fields for requester and owner lookup.
Update Ticket
Update selected metadata on an existing RT ticket and verify every requested field by reading it back. Omitted fields are unchanged.
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 Request Tracker (RT) is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Request Tracker (RT), and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Request Tracker (RT) for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Request Tracker (RT) work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Request Tracker (RT) to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Request Tracker (RT) in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Request Tracker (RT).
- 3
Hit "Connect"
Click "Connect Request Tracker (RT)" 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 Request Tracker (RT)
Build a quick AI Agent (it's like writing instructions, not code), and pick the Request Tracker (RT) actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Request Tracker (RT) for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Request Tracker (RT) 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 Request Tracker (RT) users had before signing up
Do I need to know how to code?
Not even a little. If you can use Request Tracker (RT) today, you can set this up. You'll connect Request Tracker (RT), 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 Request Tracker (RT) 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 Request Tracker (RT) or delete everything any time.
What happens when Request Tracker (RT) updates their app?
We handle it. When Request Tracker (RT) 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 Request Tracker (RT) 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 Request Tracker (RT) — 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 Request Tracker (RT) on FormWise
Request Tracker is a ticketing and workflow platform for managing support requests, queues, users, assets, knowledge articles, and related operations.
Connect Request Tracker (RT) once and your FormWise AI gets 11 things it can do inside it. That means your AI can handle the Request Tracker (RT) 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 Request Tracker (RT)? Take a look at bestpractical.com/request-tracker.
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Stop doing the Request Tracker (RT) 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.