marketing automation

Add SendPulse to your AI agent

SendPulse is a multichannel marketing platform for email, SMS, chatbots, CRM, automation, web push, and transactional messaging.

Things your agent can do in SendPulse
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Things your AI can do in SendPulse

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

  • Delete Automation Event Logs

    Permanently clear SendPulse Automation 360 event logs.

  • Get Action Element Stats

    Get execution statistics for an Automation 360 action element.

  • Get Condition Element Stats

    Get branch statistics for an Automation 360 condition element.

  • Get Flow Conversions

    Get conversion metrics for an Automation 360 flow.

  • Get Email Element Stats

    Get engagement statistics for an Automation 360 email element.

  • Get Filter Element Stats

    Get branch statistics for an Automation 360 filter element.

  • Get Goal Element Stats

    Get achievement statistics for an Automation 360 goal element.

  • Get Messenger Element Stats

    Get execution statistics for an Automation 360 messenger element.

  • Get Push Element Stats

    Get delivery and engagement statistics for an Automation 360 push element.

  • Get SMS Element Stats

    Get delivery statistics for an Automation 360 SMS element.

  • Get Start Element Stats

    Get execution statistics for an Automation 360 start element.

  • Get Invited Team Members

    List all team members invited to the connected SendPulse account.

Show 487 more things it can do
  • Add Mailing List Contacts

    Add a batch of contacts to a Bulk Email mailing list, optionally assign tags, and optionally send a double-opt-in confirmation email.

  • Activate Bulk Email Sender

    Verify and activate a SendPulse sender email address using its code.

  • Add Bulk Email Sender

    Register a new sender email address and begin its verification process.

  • Add Emails to Bulk Email Blacklist

    Globally suppress one or more email addresses from SendPulse email communications.

  • Cancel Bulk Email Campaign

    Stop a pending or processing Bulk Email campaign; already sent messages cannot be recalled.

  • Create Bulk Email Campaign

    Create, send, schedule, or save a draft SendPulse email campaign.

  • Create a tag

    Create a tag using the official SendPulse bulk-email API.

  • Create a template

    Create a template using the official SendPulse bulk-email API.

  • Delete Email Globally

    Permanently remove an email address from every Bulk Email mailing list.

  • Delete Bulk Email Sender

    Permanently remove an authorized Bulk Email sender address.

  • Delete Bulk Email Tag

    Permanently delete a tag and remove it from assigned contacts.

  • Get Bulk Email Balance

    Retrieve the SendPulse account balance and its currency.

  • Get Bulk Email Balance By Currency

    Retrieve the SendPulse account balance for a specific currency.

  • Get Bulk Email Blacklist

    Retrieve all email addresses on the account-wide Bulk Email blacklist.

  • Get Bulk Email Campaign Cost By List

    Estimate the cost of sending a Bulk Email campaign to one mailing list.

  • Get Bulk Email Campaign Country Statistics

    Retrieve the geographic breakdown of opens for a Bulk Email campaign.

  • Get Bulk Email Campaign Referral Statistics

    Retrieve per-link click counts for a Bulk Email campaign.

  • Get Campaigns By Bulk Email Mailing List

    Retrieve one page of campaigns that target a specific Bulk Email mailing list.

  • Get Bulk Email Contacts By Variable

    Find contacts in one Bulk Email mailing list whose custom variable equals a value.

  • Get Recipient Bulk Email Campaign Info

    Retrieve delivery details for one recipient in one Bulk Email campaign.

  • Get Bulk Email Subscriber Campaign Statistics

    Get campaign engagement statistics for a SendPulse Bulk Email subscriber.

  • Get Bulk Email Subscriber Details

    Get mailing-list membership and acquisition details for a SendPulse email subscriber.

  • Get Email From Bulk Email Mailing List

    Retrieve one contact's subscription status and variables from a specific mailing list.

  • Get Bulk Email Address Info

    Find the Bulk Email mailing lists that contain a specific email address.

  • Get Bulk Email Contact Count

    Return the total number of contacts in a Bulk Email mailing list, optionally active contacts only.

  • Get Bulk Email Mailing List

    Retrieve metadata and subscriber counts for one Bulk Email mailing list.

  • Get Bulk Email Mailing List Variables

    Retrieve the custom variable definitions available on one Bulk Email mailing list.

  • Get Multiple Email Campaign Statistics

    Retrieve SendPulse campaign engagement statistics for multiple email addresses.

  • Get Multiple Bulk Email Contacts

    Retrieve mailing-list membership information for multiple email addresses.

  • Get Bulk Email Senders

    List sender identities authorized for SendPulse Bulk Email campaigns.

  • Get Bulk Email Tags

    Retrieve all tags created for the SendPulse account.

  • Get Bulk Email Template by ID

    Retrieve metadata for a SendPulse email template by ID.

  • Get Bulk Email Template by Slug

    Retrieve a SendPulse email template by its unique name slug.

  • Get Bulk Email Templates

    Retrieve one page of SendPulse system or account email templates.

  • Assign tag to email

    Assign tag to email using the official SendPulse bulk-email API.

  • Assign tag to phone

    Assign tag to phone using the official SendPulse bulk-email API.

  • Remove Emails From Bulk Email Blacklist

    Remove consented email addresses from the account-wide Bulk Email blacklist.

  • Request Bulk Email Sender Activation Code

    Request a new activation email for an unverified SendPulse Bulk Email sender.

  • Unassign tag from email

    Unassign tag from email using the official SendPulse bulk-email API.

  • Unassign tag from phone

    Unassign tag from phone using the official SendPulse bulk-email API.

  • Unsubscribe Emails from Mailing List

    Mark up to 100 email contacts as unsubscribed within one SendPulse mailing list.

  • Update Bulk Email Campaign

    Update the name or subject of a pending SendPulse email campaign.

  • Change a phone number for a contact

    Change a phone number for a contact using the official SendPulse bulk-email API.

  • Update Bulk Email Contact Variables

    Update custom variables for an email contact in a SendPulse mailing list.

  • Update a tag

    Update a tag using the official SendPulse bulk-email API.

  • Edit a template

    Edit a template using the official SendPulse bulk-email API.

  • Create Mailing List

    Create an empty Bulk Email mailing list and return its new ID.

  • Add Contact Attribute Value

    Store a value for an existing SendPulse CRM contact attribute.

  • Add Contact Comment

    Add a comment to a SendPulse CRM contact.

  • Add Contact Company Relation

    Associate a SendPulse CRM contact with a company.

  • Add Contact Emails

    Add email addresses to a SendPulse CRM contact.

  • Add Contact Messenger

    Add a messenger account to a SendPulse CRM contact.

  • Add Contact Phone

    Add a phone number to a SendPulse CRM contact.

  • Add a contact to a deal

    Adds a previously created contact to the specified deal

  • Add Custom Tab Relation

    Relate a SendPulse CRM custom tab to entities or attributes.

  • Add Deal Attribute

    Store a value for an existing SendPulse CRM deal attribute.

  • Add a note to a deal

    Adds a note to the specified deal

  • Add product to deal

    Attach a SendPulse CRM product, quantity, and price to a deal.

  • Add Tag to Contact

    Add an existing SendPulse CRM tag to a contact.

  • Add comment to task

    Add an internal comment to a SendPulse CRM task.

  • Approve manual payment.

    Set approval status for manually created payment

  • Attach Call to Deal

    Attach a telephony call to a SendPulse CRM deal.

  • Attach entity to task

    Attach specified CRM contacts, deals, or tasks to a SendPulse CRM task.

  • Batch Create CRM Company Emails

    Add multiple email addresses to a CRM company in one request.

  • Batch Create Company Messengers

    Create multiple messenger records for a SendPulse CRM company.

  • Batch Create Company Phones

    Create multiple phone records for a SendPulse CRM company.

  • Batch Store Contact Attribute Values

    Store multiple attribute values for a SendPulse CRM contact.

  • Cancel manual payment

    Set payment status to canceled for manually created payment.

  • Change Deal Pipeline

    Move a SendPulse CRM deal to a pipeline and step.

  • Change task order

    Changes order of a task in the current step or in another. newStepId field is optional

  • Create CRM Attachment

    Attach one previously uploaded File Manager file to a CRM entity.

  • Create CRM Attachments Batch

    Attach a batch of previously uploaded files to CRM entities.

  • Create CRM Board

    Create a CRM task board with optional responsible-user and color settings.

  • Create CRM Board Attribute

    Create a typed custom attribute on a CRM task board.

  • Create CRM Board Step

    Create a workflow step in a CRM task board.

  • Create CRM Checklist Item

    Create an item in an existing CRM task checklist.

  • Create CRM Company

    Create a company record in SendPulse CRM.

  • Create CRM Company Attribute

    Create a typed custom attribute for CRM company records.

  • Create CRM Company Email

    Add one email address to a CRM company record.

  • Create CRM Company Messenger

    Connect one messenger contact record to a CRM company.

  • Create Company Phone

    Create a phone record for a SendPulse CRM company.

  • Create Contact

    Create a SendPulse CRM contact with a responsible team member and basic identity fields.

  • Create Contact Attribute

    Create a custom attribute for SendPulse CRM contacts.

  • Create Contact Tag

    Create a tag for SendPulse CRM contacts.

  • Create Custom Tab

    Create a custom tab for a SendPulse CRM entity type.

  • Create Deal

    Create a deal in a SendPulse CRM pipeline.

  • Create managers from category

    Assign CRM managers to a SendPulse manager-settings section.

  • Create payment

    Record a manual payment for a SendPulse CRM contact or deal.

  • Create new pipeline

    Create a SendPulse CRM deal pipeline with its initial stages and settings.

  • Create a deal attribute

    Create a custom deal attribute in a SendPulse CRM pipeline.

  • Create a new pipeline step

    Create a stage in a specified SendPulse CRM deal pipeline.

  • Create a new product

    Create a SendPulse CRM product with pricing, inventory, and category details.

  • Store users categories

    Create a category for organizing SendPulse CRM products.

  • Create Product Sections

    Create sections and their attribute values for a SendPulse CRM product.

  • Create tasks

    Create a SendPulse CRM task with ownership, scheduling, and optional recurrence.

  • Create attribute value

    Set a custom attribute value on a SendPulse CRM task.

  • Create checklist without items in task

    Create one empty checklist on a SendPulse CRM task.

  • Create multiple checklists with items in task

    Create multiple checklists and their items on a SendPulse CRM task.

  • Create a task tag

    Create a task tag

  • Delete CRM Attachment

    Permanently detach a file attachment from SendPulse CRM.

  • Delete CRM Task Attribute Value

    Delete a value from a SendPulse CRM task attribute.

  • Delete CRM Checklist Item

    Permanently delete an item from a SendPulse CRM checklist.

  • Delete CRM Company

    Permanently delete a company from SendPulse CRM.

  • Delete CRM Company Attribute

    Permanently delete a company attribute from SendPulse CRM.

  • Delete CRM Company Email

    Remove an email address from a SendPulse CRM company.

  • Delete CRM Company Messenger

    Remove a messenger from a SendPulse CRM company.

  • Delete CRM Company Phone

    Remove a phone number from a SendPulse CRM company.

  • Delete CRM Contact Attribute

    Permanently delete a contact attribute from SendPulse CRM.

  • Delete CRM Contact Attribute Value

    Remove an attribute value from a SendPulse CRM contact.

  • Delete CRM Contact By ID

    Permanently remove a SendPulse CRM contact by ID.

  • Delete CRM Contact Comment

    Remove a note from a SendPulse CRM contact.

  • Delete CRM Contact Company Relation

    Remove the relation between a SendPulse CRM contact and company.

  • Delete CRM Contact Email

    Remove an email address from a SendPulse CRM contact.

  • Delete CRM Contact Phone

    Remove a phone number from a SendPulse CRM contact.

  • Delete CRM Contact Tag

    Permanently delete a contact tag from SendPulse CRM.

  • Delete CRM Contact Tag From Contact

    Remove a tag association from a SendPulse CRM contact.

  • Delete CRM Custom Tab

    Permanently delete a custom tab from SendPulse CRM.

  • Delete CRM Custom Tab Relation

    Remove attribute relations from a SendPulse CRM custom tab.

  • Delete CRM Deal

    Permanently delete a deal from SendPulse CRM.

  • Delete CRM Deal Attribute

    Remove an attribute from a SendPulse CRM deal.

  • Delete CRM Deal Comment

    Remove a note from a SendPulse CRM deal.

  • Delete Managers From CRM Manager Setting

    Remove responsible managers from a SendPulse CRM settings category.

  • Delete CRM Pipeline Attribute

    Delete a deal attribute from a SendPulse CRM pipeline.

  • Delete CRM Pipeline Step

    Delete a step from a SendPulse CRM pipeline.

  • Delete CRM Product

    Delete a SendPulse CRM product by ID.

  • Delete CRM Product Category

    Delete a SendPulse CRM product category by ID.

  • Delete CRM Product Section

    Delete a section from a SendPulse CRM product.

  • Delete CRM Task

    Delete a SendPulse CRM task by ID.

  • Delete CRM Task Checklist

    Delete a checklist from a SendPulse CRM task.

  • Delete CRM Task Tag

    Delete a SendPulse CRM task tag by ID.

  • Detach CRM Contact From Task

    Detach a contact from a SendPulse CRM task.

  • Detach CRM Deal From Task

    Detach a deal from a SendPulse CRM task.

  • Detach CRM Product From Deal

    Detach a SendPulse CRM product from a deal.

  • Detach CRM Tag From Task

    Detach a tag from a SendPulse CRM task.

  • Detach CRM Task From Task

    Detach a child task from another SendPulse CRM task.

  • Get All CRM Payments

    Retrieve payments belonging to the connected SendPulse account.

  • Get CRM Board Attributes

    Get attributes configured for a SendPulse CRM task board.

  • Get CRM Board By ID

    Get one SendPulse CRM task board by ID.

  • Get CRM Boards

    Get all SendPulse CRM task boards.

  • Get CRM Category Product

    Retrieve full CRM product details in a specific category context.

  • Get CRM Companies List

    Retrieve CRM companies using structured filters, sorting, limit, and offset.

  • Get CRM Companies Short Data

    Retrieve lightweight CRM company records using structured filters and sorting.

  • Get CRM Company Attributes

    Get the SendPulse CRM company attribute list.

  • Get CRM Company By ID

    Get one SendPulse CRM company by ID.

  • Get CRM Company Emails

    Get email addresses associated with a SendPulse CRM company.

  • Get CRM Company History

    Get one page of SendPulse CRM company history with a continuation cursor.

  • Get CRM Company Messengers

    Get messenger accounts associated with a SendPulse CRM company.

  • Get CRM Company Phones

    Get phone numbers associated with a SendPulse CRM company.

  • Get CRM Contact Attribute Values

    Retrieve the configured attribute values for a CRM contact.

  • Get CRM Contact Attributes

    Get the SendPulse CRM contact attribute list.

  • Get CRM Contact by External ID

    Look up a CRM contact by an external system contact ID.

  • Get CRM Contact by ID

    Retrieve identity, ownership, channels, and related data for a CRM contact.

  • Get CRM Contact by Messenger External ID

    Look up a CRM contact by its external messenger contact ID.

  • Get Contact Calls

    List telephony calls associated with a SendPulse CRM contact.

  • Get CRM Contact Deals

    Retrieve all CRM deals associated with a contact.

  • Get CRM Contact EDU Payments

    Retrieve EDU course payment history for a CRM contact.

  • Get CRM Contact EDU Statistics

    Retrieve course, lesson, and test progress for a CRM contact.

  • Get CRM Contact History

    Retrieve a CRM contact's activity history within a required date range.

  • Get Contact List by Email

    Find SendPulse CRM contacts by full or partial email address.

  • Get Contacts List

    Search and list SendPulse CRM contacts.

  • Get CRM Custom Tabs

    Retrieve custom CRM tab definitions grouped by entity type.

  • Get CRM Deal

    Retrieve details for a CRM deal by ID.

  • Get CRM Deal Attribute Values

    Retrieve configured attribute values for a CRM deal.

  • Get calls by deal

    List telephony calls associated with a SendPulse CRM deal.

  • Get CRM Deal Notes

    Retrieve notes and their attachments for a CRM deal.

  • Get CRM Deal Contacts

    Retrieve contacts associated with a CRM deal.

  • Get CRM Deal History

    Retrieve a CRM deal's history within a required date range.

  • Get CRM Deal Payments

    Retrieve payments associated with a CRM deal.

  • Get Deals List

    Search and list SendPulse CRM deals.

  • Get CRM Manager Settings Managers

    Retrieve all managers available in CRM manager settings.

  • Get CRM Managers by Section

    Retrieve managers assigned to a CRM manager settings section.

  • Get CRM Messenger Types

    Retrieve messenger types supported by SendPulse CRM.

  • Get CRM Payments by Contact ID

    Retrieve payments associated with a CRM contact.

  • Get CRM Pipeline by ID

    Retrieve a CRM pipeline, including its steps and settings, by ID.

  • Get CRM Pipeline Steps

    Retrieve steps configured for a CRM pipeline.

  • Get CRM Product by ID

    Retrieve the complete CRM product record by ID.

  • Get CRM Product Categories

    Retrieve the complete hierarchical CRM product category tree.

  • Get CRM Products by Contact Deals

    Retrieve products associated with CRM deals linked to a contact.

  • Get CRM Products by Deal ID

    Retrieve products, quantities, and pricing attached to a CRM deal.

  • Get products by filter

    Search SendPulse CRM products by category, price, stock, visibility, or text filters.

  • Get CRM Task by ID

    Retrieve the complete state of a CRM task by ID.

  • Get CRM Task Checklists

    Retrieve all checklists associated with a CRM task.

  • Get CRM Task History

    Retrieve a CRM task audit trail within a required date-time range.

  • Get CRM Task Repeat Templates

    Retrieve predefined templates for recurring CRM tasks.

  • Get CRM Task Tags

    Retrieve all tags available for CRM tasks.

  • Get calls

    Search SendPulse CRM telephony calls by date, direction, state, or assignee.

  • Get CRM Users

    Retrieve active confirmed team members available for CRM assignments.

  • List CRM Contact Tags

    Get SendPulse CRM contact tags with optional exact or partial name filters.

  • List CRM Deal Attributes by Pipeline

    List deal attribute definitions for a CRM pipeline.

  • List CRM Manager Settings Sections

    Retrieve all sections configured in CRM manager settings.

  • List CRM Pipeline Attributes

    Retrieve deal attribute definitions configured for a CRM pipeline.

  • Get tasks

    Retrieves a list of tasks based on selected filters

  • Remove CRM Contact Messenger

    Remove a messenger from a SendPulse CRM contact.

  • Remove CRM Deal Contact

    Remove a contact association from a SendPulse CRM deal.

  • Remove CRM Deal Expiration

    Remove the expiration setting from a SendPulse CRM deal.

  • Reorder CRM Checklist Item

    Change the position of an item within a CRM task checklist.

  • Set/unset the parent task

    Set or clear the parent relationship for a SendPulse CRM task.

  • Update file attachment

    First, the file must be uploaded to the file manager, and then the file can be attached.

  • Update board by ID

    Update the name and settings of a SendPulse CRM task board by ID.

  • Update attribute for board

    Update a custom attribute configured on a SendPulse CRM task board.

  • Update steps for board

    Update a SendPulse CRM task-board step name, color, or display order.

  • Update checklist item

    Update the text or completion state of a SendPulse CRM checklist item.

  • Update company

    Update identity, ownership, contact channels, or attributes for a SendPulse CRM company.

  • Update a company attribute

    Update a company attribute

  • Update email

    Replace an email address associated with a SendPulse CRM company.

  • Update messenger

    Update a messenger account associated with a SendPulse CRM company.

  • Update phone

    Replace a phone number associated with a SendPulse CRM company.

  • Update information about the contact

    Update identity, ownership, channels, tags, or attributes for a SendPulse CRM contact.

  • Update a contact attribute

    Update a contact attribute

  • Update contact attribute value

    Updates the attribute for the specified contact. Provided property values will be overwritten.

  • Update contact note

    Updates the note of the specified contact. Provided property values will be overwritten.

  • Update the email address of the contact

    Updates the email address of the specified contact

  • Update information about messenger of the contact

    Updates information about a given messenger for the specified contact. Provided property values will be overwritten.

  • Update the phone number of the contact

    Updates the phone number of the specified contact. Provided property values will be overwritten.

  • Update a tag

    Updates the specified tag with a new name. Provided property values will be overwritten.

  • Update custom tabs

    Update the name and entity placement of a SendPulse CRM custom tab.

  • Update the deal attribute value

    Updates the deal attribute with the new value. Existing values will be overwritten.

  • Update information about a deal by its ID

    Updates information in the specified deal. Provided property values will be overwritten

  • Update a note to a deal

    Updates the selected note in the specified deal. Existing values will be overwritten

  • Update managers from category

    Replace manager assignments in a SendPulse CRM manager-settings section.

  • Update information about a pipeline by its ID

    Update the name, currency, or settings of a SendPulse CRM deal pipeline.

  • Update a deal attribute

    Update a deal attribute

  • Update a pipeline step

    Update a pipeline step

  • Update product by id

    Update details, pricing, stock, or visibility for a SendPulse CRM product.

  • Update users category by id

    Rename or move a SendPulse CRM product category by ID.

  • Update price in product

    Replace the configured prices for a SendPulse CRM product.

  • Update Product Sections

    Replace or update sections and their attribute values for a SendPulse CRM product.

  • Update quantity or amount products in deal

    Update quantities and prices for products attached to a SendPulse CRM deal.

  • Update task attribute value

    Update a custom attribute value on a SendPulse CRM task.

  • Update a task by ID

    Update a task by ID

  • Update checklist without items in task

    Rename one checklist on a SendPulse CRM task without changing its items.

  • Update multiple checklists with items in task

    Replace multiple checklists and their items on a SendPulse CRM task.

  • Update comment in task

    Edit an existing internal comment on a SendPulse CRM task.

  • Update a task tag

    Update a task tag

  • Upload files

    Upload one or more files for later attachment to SendPulse CRM records.

  • Update or create deal expiration

    Create or update expiration and notification settings for a SendPulse CRM deal.

  • Delete Files

    Permanently delete 1-25 File Manager files sequentially and return an ordered outcome for every path. Path-local validation and not-found failures are aggregated; global and upstream failures are raised, and processing stops when a transport failure leaves a deletion uncertain.

  • Delete Mailing List

    Permanently delete one Bulk Email mailing list and its membership.

  • Create Education Student

    Create a SendPulse Education student and optionally enroll them in a course tariff.

  • Delete Education Student

    Permanently delete a student and associated education data from the school.

  • Get Course Tariffs

    Get all pricing tariffs available for an Education course.

  • Get Education Courses

    Get all Education courses associated with the connected account.

  • Get Education Schools

    Get the schools registered in the connected SendPulse Education account.

  • Get Student Course Statistics

    Get a student's enrollment, progress, assessment, and tariff statistics across Education courses.

  • Get Education Student Audience

    Search and filter the SendPulse Education student audience.

  • Get Students By Course

    Get a filtered page of students enrolled in a SendPulse Education course.

  • Get Education Tags

    Get the complete list of tags available in SendPulse Education.

  • List Student Groups By Course

    List all student groups associated with an Education course.

  • Mark Education Students As Paid

    Mark one or more SendPulse Education students as paid for a course.

  • Remove Student From Course

    Permanently remove a student's enrollment from an Education course.

  • Assign Facebook Contact Operator

    Assign a responsible operator to a SendPulse Facebook contact chat.

  • Close Facebook Contact Chat

    Close a SendPulse Facebook contact chat and lower its queue priority.

  • Create Facebook Contact Note

    Create an internal operator note for a SendPulse Facebook contact.

  • Delete Facebook Contact

    Permanently remove a contact from a SendPulse Facebook bot audience.

  • Delete Facebook Contact Note

    Permanently remove an operator note from a SendPulse Facebook contact.

  • Delete Facebook Contact Tag

    Remove a tag from a SendPulse Facebook contact.

  • Delete Facebook Contact Variable

    Delete one variable value from a SendPulse Facebook contact.

  • Resume Facebook Contact Automation

    Remove an automation pause and resume autoflows for a SendPulse Facebook contact.

  • Disable Facebook Contact

    Disable a SendPulse Facebook contact so campaigns and autoflows are not sent to them.

  • Enable Facebook Contact

    Enable a SendPulse Facebook contact so campaigns and autoflows can resume.

  • Facebook Get Account

    Returns information about your current account pricing plan, the number of messages in your plan, bots, contacts, list of tags, and variables

  • Facebook Get Bot Statistics

    Returns general statistics info by bot

  • Facebook Get Chat Messages

    Returns a list of all messages in correspondence with the specified subscriber

  • Facebook Get Chats

    Returns a list of chats with subscribers with information about the contact and the last message received from the contact

  • Facebook Get Contact

    Returns information on the selected contact: bot and contact ID, information from Facebook, list of tags and variables, activity data and date added

  • Facebook Get Contact Notes

    Returns a list of existing operator notes by contact

  • Facebook Get Contact Pause Automation

    Returns the time remaining until autoflows are stopped for this contact

  • Facebook Get Contacts By Tag

    Returns a list of contacts by tag for the specified bot

  • Facebook Get Contacts By Variable

    Returns a list of contacts by variable identifier or variable name for the specified bot

  • Facebook Get Flows

    Returns a list of created flows for the selected bot and information for each: flow id, bot id, status, name, id and name of the trigger that launches it, and creation date

  • Facebook Get Triggers

    Returns the list of created triggers for the selected bot with information about each of them: trigger ID, bot id, id of the flow that starts on it, name, type, set launch time and creation date

  • Facebook List Bot Variables

    Returns a list of variables for the selected bot with information about each: variable ID, bot ID, name, affiliation, type, status, and creation date

  • Facebook List Tags

    Returns the list of created tags for the selected bot with information about each of them: tag ID, name, contact_count and creation date

  • Mark Facebook Contact Messages Read

    Mark all messages from a SendPulse Facebook contact as read.

  • Mark Facebook Contact Unread

    Mark the last message from a SendPulse Facebook contact as unread.

  • Open Facebook Contact Chat

    Mark a SendPulse Facebook contact chat as open and increase its queue priority.

  • Run Facebook Flow

    Launch a selected SendPulse Facebook flow for a contact with optional one-time data.

  • Run Facebook Flow by Trigger

    Launch a SendPulse Facebook flow for a contact using a trigger keyword.

  • Send Facebook Chatbot Campaign

    Send immediately or schedule a campaign to subscribers of a SendPulse Facebook bot.

  • Send Facebook Contact Message

    Send text, media, or template content to a SendPulse Facebook contact.

  • Send Text to Facebook Contact

    Send a text message to a SendPulse Facebook contact.

  • Send Facebook Typing Indicator

    Send a transient typing indicator to a SendPulse Facebook contact.

  • Pause Facebook Contact Autoflows

    Pause autoflows for a SendPulse Facebook contact for a specified number of minutes.

  • Set Facebook Contact Tags

    Assign one or more tags to a SendPulse Facebook contact.

  • Set Facebook Contact Variables

    Add or update one or more variables on a SendPulse Facebook contact.

  • Unassign Facebook Contact Operators

    Remove the responsible operator assignment from a SendPulse Facebook contact chat.

  • Update Facebook Contact Note

    Replace an existing operator note for a SendPulse Facebook contact.

  • Check File Exists

    Check whether a file exists at a SendPulse File Manager path.

  • Create File Manager Directory

    Create a directory in SendPulse File Manager.

  • Filter File Manager Files

    Filter files in a SendPulse File Manager directory by date range and sort order.

  • Get Directory Contents

    Get files and nested folders in a SendPulse File Manager directory.

  • Get Account Overview

    Return the connected SendPulse account identity, balances, enabled product plans, and usage limits.

  • Get Automation Flow Stats

    Return aggregate flow performance and per-element statistics for one Automation 360 flow.

  • Get Chatbot Account

    Return the connected SendPulse account's Chatbots plan, quotas, usage statistics, and connected channel services.

  • Get Email Campaign

    Return configuration, recipient counts, status, and delivery statistics for one Bulk Email campaign.

  • Get File Storage Overview

    Return the File Manager directory tree, file and directory counts, and raw storage usage and quota values. OpenAPI labels the values as MB, but live values appear byte-based; no conversion is applied.

  • Get Mailing List Verification

    Return summary counts and one page of email-level results for a mailing-list verification job. Use next_cursor to continue through additional results.

  • Assign Instagram Contact Operator

    Assign a responsible operator to a SendPulse Instagram chatbot contact's chat.

  • Close Instagram Contact Chat

    Close a SendPulse Instagram contact chat and lower its queue priority.

  • Create Instagram Contact Note

    Create an internal operator note for a SendPulse Instagram contact.

  • Delete Instagram Contact

    Permanently remove a contact and its history from a SendPulse Instagram bot audience.

  • Resume Instagram Contact Automation

    Remove an automation pause so a SendPulse Instagram contact resumes autoflows.

  • Delete Instagram Contact Note

    Permanently remove an operator note from a SendPulse Instagram contact.

  • Remove Instagram Contact Tag

    Remove a tag from a SendPulse Instagram chatbot contact.

  • Delete Instagram Contact Variable

    Delete a variable value from a SendPulse Instagram chatbot contact.

  • Disable Instagram Contact

    Disable an Instagram chatbot contact so campaigns and autoflows are no longer sent.

  • Enable Instagram Contact

    Enable an Instagram chatbot contact to receive campaigns and autoflows.

  • Get Instagram Chatbot Account

    Get pricing-plan limits and usage for the Instagram chatbot service.

  • Get Instagram Bot Statistics

    Get aggregate subscriber and outgoing-message statistics for an Instagram bot.

  • Get Instagram Chat Messages

    Get one page of messages exchanged with an Instagram chatbot contact.

  • Get Instagram Chats

    Get one page of chats for an Instagram bot.

  • Get Instagram Contact

    Get an Instagram chatbot contact by contact ID.

  • Get Instagram Contact Notes

    Get internal operator notes for an Instagram chatbot contact.

  • Get Instagram Contact Automation Pause

    Get the remaining automation pause for an Instagram chatbot contact.

  • Get Instagram Contacts by Tag

    Get one page of Instagram chatbot contacts matching a tag.

  • Get Instagram Contacts by Variable

    Get one page of Instagram chatbot contacts matching a variable value.

  • Get Instagram Flows

    Get one page of automation flows for an Instagram bot.

  • Get Instagram Tags

    Get one page of tags for an Instagram bot.

  • List Instagram Bot Variables

    Get one page of variables defined for an Instagram bot.

  • List Instagram Triggers

    Get one page of automation triggers for an Instagram bot.

  • Mark Instagram Contact Messages Read

    Mark all messages from a SendPulse Instagram contact as read.

  • Mark Instagram Contact Unread

    Mark the last message from a SendPulse Instagram contact as unread.

  • Open Instagram Contact Chat

    Increase an Instagram chatbot contact's chat priority by marking it open.

  • Run Instagram Flow

    Launch a selected SendPulse Instagram chatbot flow for a contact, optionally with one-time external data.

  • Run Instagram Flow by Trigger

    Launch a SendPulse Instagram chatbot flow by trigger keyword for a contact.

  • Send Instagram Chatbot Campaign

    Send immediately or schedule a campaign to active subscribers of a SendPulse Instagram bot.

  • Send Message to Instagram Contact

    Send one or more text, image, file, or structured messages to an Instagram chatbot contact.

  • Assign Instagram Contact Tags

    Assign one or more tags to a SendPulse Instagram chatbot contact.

  • Set Instagram Contact Variables

    Add or update variable values for a SendPulse Instagram chatbot contact.

  • Pause Instagram Contact Autoflows

    Pause autoflows for a SendPulse Instagram chatbot contact for a specified number of minutes.

  • Unassign Instagram Contact Operators

    Remove all responsible operators assigned to an Instagram chatbot contact's chat.

  • Update Instagram Contact Note

    Update an existing operator note for a SendPulse Instagram chatbot contact.

  • List Automation Flows

    Return one page of Automation 360 flows available to the connected account. Use next_cursor to continue through additional pages.

  • List Campaigns

    List email, SMS, or transactional Viber campaigns using channel-specific filters and pagination.

  • List Chatbot Bots

    List connected bots across all SendPulse chatbot services or return one page for a selected channel. Channel access tokens are never returned.

  • List Chatbot Dialogs

    Return one page of recent dialogs across connected SendPulse chatbot services.

  • List CRM Pipelines

    Return CRM pipelines, their stages, and settings for account-state discovery and ID lookup.

  • List Mailing List Contacts

    Return one page of contacts and custom variables from a Bulk Email mailing list.

  • List Mailing List Verifications

    Return one page of mailing-list verification jobs with status and result counts. Use next_cursor to continue through additional pages.

  • List Mailing Lists

    Return one page of Bulk Email mailing lists with subscriber counts and status. Use next_cursor to continue through additional pages.

  • List Messaging Senders

    List configured sender identities for either the SMS or transactional Viber service.

  • Assign Live Chat Contact Operator

    Assign a responsible operator to a SendPulse Live Chat contact's chat.

  • Close Live Chat Contact Chat

    Close a SendPulse Live Chat contact's chat and lower its priority.

  • Create Live Chat Contact Note

    Create an operator note for a SendPulse Live Chat contact.

  • Delete Live Chat Contact

    Remove a contact from the SendPulse Live Chat audience and subscribers list.

  • Delete Live Chat Contact Note

    Delete an operator note from a SendPulse Live Chat contact.

  • Remove Live Chat Contact Tag

    Remove a tag from a SendPulse Live Chat contact.

  • Delete Live Chat Contact Variable

    Delete a variable value from a SendPulse Live Chat contact.

  • Resume Live Chat Contact Autoflows

    Remove an automation pause and resume autoflows for a SendPulse Live Chat contact.

  • Disable Live Chat Contact

    Disable a Live Chat contact so campaigns and autoflows are no longer sent.

  • Enable Live Chat Contact

    Enable a Live Chat contact to receive campaigns and autoflows.

  • Get Live Chat Chatbot Account

    Get pricing-plan limits and usage for the Live Chat chatbot service.

  • Get Live Chat Bot Statistics

    Get aggregate subscriber and outgoing-message statistics for a Live Chat bot.

  • Get Live Chat Messages

    Get one page of messages exchanged with a Live Chat chatbot contact.

  • Get Live Chat Chats

    Get one page of chats for a Live Chat bot.

  • Get Live Chat Contact

    Get a Live Chat chatbot contact by contact ID.

  • Get Live Chat Contact Notes

    Get internal operator notes for a Live Chat chatbot contact.

  • Get Live Chat Contact Automation Pause

    Get the remaining automation pause for a Live Chat chatbot contact.

  • Get Live Chat Contacts by Tag

    Get one page of Live Chat chatbot contacts matching a tag.

  • Get Live Chat Contacts by Variable

    Get one page of Live Chat chatbot contacts matching a variable value.

  • Get Live Chat Flows

    Get one page of automation flows for a Live Chat bot.

  • Get Live Chat Triggers

    Get one page of automation triggers for a Live Chat bot.

  • Live Chat List Bot Variables

    Returns a list of variables for the selected bot with information about each: variable ID, bot ID, name, affiliation, type, status, and creation date

  • List Live Chat Tags

    Get one page of tags for a Live Chat bot.

  • Mark Live Chat Contact Messages Read

    Mark all messages from a SendPulse Live Chat contact as read.

  • Mark Live Chat Contact Unread

    Mark the last message from a SendPulse Live Chat contact as unread.

  • Open Live Chat Contact Chat

    Increase a SendPulse Live Chat contact's chat priority by marking it open.

  • Run Live Chat Flow

    Launch a SendPulse Live Chat flow by ID for a contact.

  • Run Live Chat Flow by Trigger

    Launch a SendPulse Live Chat flow by trigger keyword for a contact.

  • Send Live Chat Contact Message

    Send one or more messages to a SendPulse Live Chat contact.

  • Set Live Chat Contact Name

    Update the display name of a SendPulse Live Chat contact.

  • Set Live Chat Contact Tags

    Assign one or more tags to a SendPulse Live Chat contact.

  • Set Live Chat Contact Variables

    Add or update variable values for a SendPulse Live Chat contact.

  • Pause Live Chat Contact Automation

    Pause autoflows for a SendPulse Live Chat contact for a specified duration.

  • Unassign Live Chat Contact Operators

    Remove the responsible operator assignment from a SendPulse Live Chat contact.

  • Update Live Chat Contact Note

    Replace the text of an operator note for a SendPulse Live Chat contact.

  • Create Popup Project

    Create a SendPulse project that can contain popup widgets.

  • Delete Popup

    Permanently delete a SendPulse popup and its display rules and statistics.

  • Get Popup NPS Statistics

    Get NPS variant vote totals and button details for a SendPulse popup.

  • Get Aggregated Popup NPS Statistics

    Get aggregated NPS results for a SendPulse popup and optional time range.

  • Get Popup Conditions

    Get all available targeting and display conditions for SendPulse popups.

  • Get Popup Statistics

    Get engagement statistics for a SendPulse popup and optional time range.

  • Get Project Popup Statistics

    Get aggregate engagement statistics for all popups in a SendPulse project.

  • Get Popup Subscriber

    Get detailed information about a SendPulse popup subscriber.

  • Get Subscribers By Popup

    Get subscribers acquired through a specific SendPulse popup.

  • Get Popup Tariff Limits

    Get the authenticated account's SendPulse popup plan limits.

  • List Popups By Project

    Get one page of popups associated with a SendPulse popup project.

  • List Quiz Popups By Project

    Get one page of quiz popups associated with a SendPulse popup project.

  • List Subscribers By Popup Project

    List subscribers associated with a SendPulse popup project.

  • List Popup Projects

    Get one page of SendPulse popup projects.

  • Set Popup State

    Enable or disable a SendPulse popup on its website.

  • Remove Mailing List Contacts

    Remove a batch of email addresses from one Bulk Email mailing list without globally blacklisting them.

  • Search Files

    Search recursively for File Manager files by keyword within a directory path.

  • Add SMS Blacklist Entries

    Globally suppress phone numbers from future SendPulse SMS messages.

  • Add phone numbers to a mailing list

    Add phone numbers to a mailing list using the official SendPulse sms API.

  • Add phone numbers with complex variables

    Add phone numbers with complex variables using the official SendPulse sms API.

  • Calculate SMS Campaign Cost

    Estimate the SendPulse price and currency for an SMS campaign without sending it.

  • Cancel a campaign before sending has started

    Cancel a campaign before sending has started using the official SendPulse sms API.

  • Create a campaign for a mailing list

    Create a campaign for a mailing list using the official SendPulse sms API.

  • Delete SMS Campaign

    Permanently delete an SMS campaign that has not started.

  • Get SMS Blacklist

    Get the SendPulse SMS phone-number suppression list.

  • Get SMS Campaign Information

    Get SendPulse delivery and spend information for an SMS campaign.

  • Get SMS Number Information

    Get profile and variable information for a phone number in a SendPulse mailing list.

  • Remove Numbers From SMS Blacklist

    Remove explicitly re-consented phone numbers from the account-wide SMS blacklist.

  • Remove SMS Numbers From Mailing List

    Remove phone numbers from one mailing list without globally blacklisting them.

  • Create a campaign for a list of phone numbers

    Create a campaign for a list of phone numbers using the official SendPulse sms API.

  • Update variables for multiple phone numbers

    Update variables for multiple phone numbers using the official SendPulse sms API.

  • Update SMS Contact Variables

    Change custom variables for one SMS contact in a SendPulse address book.

  • Add a domain

    Add a domain using the official SendPulse smtp API.

  • Get SMTP Allowed Domains

    List SMTP sender domains and their SPF, DKIM, and DMARC validation status.

  • Get Daily SMTP Bounces

    Get one page of SendPulse SMTP bounce records for a 24-hour period.

  • Get SMTP Bounce Total

    Get the total SendPulse SMTP bounce count for the last 24-hour period.

  • Get SMTP Email Information

    Get delivery, SMTP response, and tracking details for a SendPulse SMTP email.

  • Get SMTP Emails

    Get one page of historical SendPulse SMTP delivery records.

  • Get information for a list of emails

    Get information for a list of emails using the official SendPulse smtp API.

  • Get SMTP Email Total

    Get the cumulative count of emails sent through SendPulse SMTP.

  • Get SMTP IP Addresses

    List outbound IP addresses used by the SendPulse SMTP relay.

  • Get SMTP Senders

    List verified email addresses authorized to send through SendPulse SMTP.

  • Get SMTP Unsubscribed Users

    Get one page of email addresses suppressed from SendPulse SMTP delivery.

  • Remove SMTP Unsubscribes

    Remove explicitly re-consented email addresses from the SMTP unsubscribe list.

  • Resubscribe a recipient

    Resubscribe a recipient using the official SendPulse smtp API.

  • Search SMTP Unsubscribe Status

    Check whether an email address is suppressed from SendPulse SMTP sending.

  • Send an email

    Send an email using the official SendPulse smtp API.

  • Unsubscribe a recipient

    Unsubscribe a recipient using the official SendPulse smtp API.

  • Assign Telegram Contact Operator

    Assign an operator as responsible for a SendPulse Telegram contact chat.

  • Close Telegram Contact Chat

    Close a SendPulse Telegram contact chat and lower its priority.

  • Create Telegram Contact Note

    Create an internal operator note for a SendPulse Telegram contact.

  • Delete Telegram Contact

    Remove a SendPulse Telegram contact from the audience and subscriber list.

  • Delete Telegram Contact Note

    Delete an operator note from a SendPulse Telegram contact.

  • Resume Telegram Contact Autoflows

    Resume paused autoflows for a SendPulse Telegram contact.

  • Delete Telegram Contact Tag

    Remove a tag from a SendPulse Telegram contact.

  • Delete Telegram Contact Variable

    Delete a variable value from a SendPulse Telegram contact by variable ID or name.

  • Disable Telegram Contact

    Disable a SendPulse Telegram contact so campaigns and autoflows are no longer sent.

  • Enable Telegram Contact

    Enable a SendPulse Telegram contact to receive campaigns and autoflows.

  • Telegram Get Account

    Returns information about your current account pricing plan, the number of messages in your plan, bots, contacts, list of tags, and variables

  • Telegram Get Bot Statistics

    Returns general statistics info by bot

  • Get a list of variables

    Returns a list of variables for the selected bot with information about each: variable ID, bot ID, name, affiliation, type, status, and creation date

  • Telegram Get Chat Messages

    Returns a list of all messages in correspondence with the specified subscriber

  • Telegram Get Contact

    Returns information on the selected contact: bot and contact ID, information from messenger, list of tags and variables, activity data and date added

  • Telegram Get Contact By Telegram Id

    Returns a bot contact by Telegram ID.

  • Telegram Get Contact Notes

    Returns a list of existing operator notes by contact

  • Telegram Get Contact Pause Automation

    Returns the time remaining until autoflows are stopped for this contact

  • Telegram Get Contacts By Tag

    Returns a list of contacts by tag for the specified bot

  • Telegram Get Contacts By Variable

    Returns contacts by variable identifier or variable name for the specified bot

  • Telegram Get Flows

    Returns a list of created flows for the selected bot and information for each: flow id, bot id, status, name, id and name of the trigger that launches it, and creation date

  • Get a list of tags

    Returns the list of created tags for the selected bot with information about each of them: tag ID, name, contact_count and creation date

  • Get a list of triggers

    Returns the list of created triggers for the selected bot with information about each of them: trigger ID, bot id, id of the flow that starts on it, name, type, set launch time and creation date

  • Telegram List Chats

    Returns a list of chats with subscribers with information about the contact and the last message received from the contact

  • Mark Telegram Contact Messages Read

    Mark all messages from a SendPulse Telegram contact as read.

  • Mark Telegram Contact Unread

    Mark the last message from a SendPulse Telegram contact as unread.

  • Open Telegram Contact Chat

    Open a SendPulse Telegram contact chat and increase its priority.

  • Pause Telegram Contact Autoflows

    Pause autoflows for a SendPulse Telegram contact for a specified number of minutes.

  • React to Telegram Message

    Send an emoji reaction to a specific message from a SendPulse Telegram contact.

  • Run Telegram Flow

    Launch a Telegram chatbot flow by ID for a contact.

  • Run Telegram Flow by Trigger

    Launch a Telegram chatbot flow by trigger keyword for a contact.

  • Send Telegram Chatbot Campaign

    Send immediately or schedule a campaign to subscribers of a SendPulse Telegram bot.

  • Send Telegram Contact Message

    Send text, media, a carousel, or an action message to a SendPulse Telegram contact.

  • Send Text to Telegram Contact

    Send a text message to a specified SendPulse Telegram contact.

  • Set Telegram Contact Tags

    Assign one or more tags to a SendPulse Telegram contact.

  • Set Telegram Contact Variables

    Add or update one or more variables on a SendPulse Telegram contact.

  • Unassign Telegram Contact Operator

    Remove the assigned responsible operator from a SendPulse Telegram contact chat.

  • Update Telegram Contact Note

    Update an existing internal operator note for a Telegram contact.

  • Assign TikTok Contact Operator

    Assign an operator to a TikTok contact chat.

  • Close TikTok Contact Chat

    Close a TikTok contact chat and lower its queue priority.

  • Create TikTok Contact Note

    Create an internal operator note for a TikTok contact.

  • Delete TikTok Contact

    Permanently remove a contact from a TikTok bot audience.

  • Delete TikTok Contact Note

    Permanently delete an internal operator note for a TikTok contact.

  • Resume TikTok Contact Automation

    Remove an automation pause from a TikTok contact.

  • Remove TikTok Contact Tag

    Remove a tag from a TikTok contact.

  • Delete TikTok Contact Variable Value

    Permanently delete one variable value from a TikTok contact.

  • Disable TikTok Contact

    Disable a TikTok contact without deleting its data.

  • Enable TikTok Contact

    Re-enable a TikTok contact for campaigns and autoflows.

  • Get account info

    Returns information about your current account pricing plan, the number of messages in your plan, bots, contacts, list of tags, and variables

  • Get general statistics info by bot

    Returns general statistics info by bot

  • Get a list of chats

    Returns a list of chats with subscribers with information about the contact and the last message received from the contact

  • Get a list of messages

    Returns a list of all messages in correspondence with the specified subscriber

  • Get contact info via a contact ID

    Returns information on the selected contact: bot and contact ID, information from messenger, list of tags and variables, activity data and date added

  • Get a list of contact's operator notes

    Returns a list of existing operator notes by contact

  • Get remaining time for automation pause

    Returns the time remaining until autoflows are stopped for this contact

  • Get a list of contacts by tag

    Returns a list of contacts by tag for the specified bot

  • Get contacts by variable

    Returns contacts by variable identifier or variable name for the specified bot

  • Get a list of flows

    Returns a list of created flows for the selected bot and information for each: flow id, bot id, status, name, id and name of the trigger that launches it, and creation date

  • Get a list of tags

    Returns the list of created tags for the selected bot with information about each of them: tag ID, name, contact_count and creation date

  • Get a list of triggers

    Returns the list of created triggers for the selected bot with information about each of them: trigger ID, bot id, id of the flow that starts on it, name, type, set launch time and creation date

  • Get a list of variables

    Returns a list of variables for the selected bot with information about each: variable ID, bot ID, name, affiliation, type, status, and creation date

  • Mark TikTok Contact Chat Unread

    Mark the last message from a SendPulse TikTok contact as unread.

  • Mark TikTok Contact Messages Read

    Mark all messages from a SendPulse TikTok contact as read.

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 SendPulse is connected

Onboard new clients without lifting a finger

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

Reply to leads in seconds, not days

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

Get your weekends back

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

How to connect SendPulse to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find SendPulse in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for SendPulse.

  3. 3

    Hit "Connect"

    Click "Connect SendPulse" 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 SendPulse

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

Powered by the AI you already trust

Your SendPulse 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 SendPulse users had before signing up

Do I need to know how to code?

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

What happens when SendPulse updates their app?

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

SendPulse is a multichannel marketing platform for email, SMS, chatbots, CRM, automation, web push, and transactional messaging.

Connect SendPulse once and your FormWise AI gets 616 things it can do inside it. That means your AI can handle the SendPulse 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 SendPulse? Take a look at sendpulse.com.

Stop doing the SendPulse 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.