Add Simplekpi to your AI agent
Beautifully simple KPI software. Create, manage and analyse your Key Performance Indicators from the cloud.
- Things your agent can do in Simplekpi
- 51
Things your AI can do in Simplekpi
Your FormWise AI can handle any of these in Simplekpi — on its own, without you needing to click a button.
Add User KPI
PopularTool to assign a KPI to a user in SimpleKPI. Use when you need to link a KPI to a specific user with optional custom target and display order.
Create Category KPI
PopularTool to create a new KPI within a category in SimpleKPI. Use when you need to add a new performance indicator to track metrics like sales, revenue, or customer satisfaction.
Create KPI
PopularTool to create a new KPI with specified configuration. Use when you need to add a new Key Performance Indicator to track metrics.
Create KPI Category
PopularTool to create a new KPI category in SimpleKPI. Use when you need to organize KPIs into logical groups or categories.
Batch KPI Entries
PopularTool to batch create or update multiple KPI entries at once. Use when you need to load multiple KPI data points efficiently (up to 5000 entries per batch). Each entry must have a kpi_id, entry_date, and either email or user_id.
Create User
PopularTool to create a new user account in SimpleKPI. Use when you need to add a new user with specific permissions and access levels.
Get All Data Entries
PopularTool to retrieve processed KPI data entries for reports including calculated KPIs. Use when you need comprehensive report data with KPI metrics, targets, and metadata. Returns up to 10,000 entries with details like kpiId, kpiName, itemName, period, actual, target, and notes.
Get KPI by ID
PopularTool to retrieve a specific KPI by ID from SimpleKPI. Use when you need detailed information about a particular KPI including its configuration, targets, and metadata.
Get KPI Entry
PopularTool to retrieve a specific KPI entry by ID. Use when you need to fetch detailed information about a particular KPI entry including actual values, targets, notes, and timestamps.
Get User by ID
PopularTool to retrieve a specific user by ID. Use when you need to get details about a particular user account.
List Category KPIs
PopularTool to retrieve all KPIs within a specific category. Use when you need to list or inspect KPIs belonging to a particular category.
List Groups
PopularTool to retrieve all groups from SimpleKPI. Use when you need to list groups for organizing users and company hierarchy.
Show 39 more things it can do
List KPI Categories
PopularTool to get all KPI categories. Use when you need to retrieve the complete list of KPI categories for organizing KPIs.
List KPI Entries
PopularTool to get all KPI entries filtered by date range and optional criteria. Use when you need to retrieve KPI data for analysis or reporting. Returns a maximum of 500 entries per page. Use pagination parameters (rows, page) to retrieve additional entries.
List All KPIs
PopularTool to retrieve all KPIs from a SimpleKPI account. Use when you need to list all available KPIs with their configurations, targets, and metadata.
List User KPIs
PopularTool to get all KPIs assigned to a specific user. Use when you need to retrieve what KPIs a user can enter data against and analyze.
Add User Group Item
Tool to assign a group item to a user in SimpleKPI. Use when you need to add a group item to a specific user's profile.
Create Group
Tool to create a new group in SimpleKPI. Use when you need to organize KPIs or users into logical groups for better organization and reporting.
Create Group Item
Tool to create a new item within a group in SimpleKPI. Use when you need to add a new item to an existing group for organizing KPIs or data.
Create KPI Unit
Tool to create a new KPI unit in SimpleKPI. Use when you need to define a measurement unit for KPI tracking.
Delete Category KPI
Tool to delete a KPI from a category. Use when you need to remove a specific KPI from a category.
Delete Group
Tool to delete a group by ID. Use when you need to permanently remove a group from the system.
Delete Group Item
Tool to delete a group item by ID. Use when you need to remove an item from a specific group.
Delete KPI
Tool to delete a KPI by ID. Use when you need to permanently remove a specific KPI from the system.
Delete KPI Category
Tool to delete a KPI category by its ID. Use when you need to remove a KPI category from the system.
Delete KPI Entry
Tool to delete a KPI entry by ID. Use when you need to permanently remove a specific KPI entry from the system.
Delete KPI Unit
Tool to delete a KPI unit by its ID. Use when you need to remove a KPI unit from the system.
Delete User
Tool to delete a user account by ID. Use when you need to permanently remove a user from the system.
Delete User Group Item
Tool to remove a group item assignment from a user. Use when you need to unassign a specific group item from a user.
Delete User KPI
Tool to remove a KPI assignment from a user. Use when you need to unassign or delete a specific KPI from a user's profile.
Get Category KPI
Tool to retrieve a specific KPI within a category. Use when you need detailed information about a particular KPI including its name, description, target values, and configuration settings.
Get Group
Tool to get a specific group by ID from SimplekPI. Use when you need to retrieve detailed information about a particular group.
Get Group Item
Tool to retrieve a specific group item by ID. Use when you need to fetch details of a particular item within a group.
Get KPI Category
Tool to get a specific KPI category by ID from SimpleKPI. Use when you need to retrieve detailed information about a particular KPI category.
Get KPI Frequency
Tool to get a specific KPI frequency by ID from SimplekPI. Use when you need to retrieve information about a particular frequency setting for KPIs.
Get KPI Icon by ID
Tool to retrieve a specific KPI icon by ID. Use when you need to get icon details including the icon name which can be used to construct the icon URL.
Get KPI Unit
Tool to get a specific KPI unit by ID from SimpleKPI. Use when you need to retrieve detailed information about a particular KPI unit including its format specifications and metadata.
Get User Group Item
Tool to get a specific group item assigned to a user. Use when you need to retrieve details of a particular group item for a user.
Get User KPI
Tool to retrieve a specific KPI assigned to a user. Use when you need details about a particular KPI assignment for a user.
List Group Items
Tool to get all items within a group. Use when you need to retrieve the complete list of items belonging to a specific group.
List KPI Frequencies
Tool to get all KPI frequencies. Use when you need to retrieve available data entry frequency options (Daily, Weekly, Monthly, etc.) for KPI configuration.
List KPI Icons
Tool to retrieve all KPI icons from SimpleKPI. Use when you need to get available icons for display purposes or to help identify KPIs.
List All KPI Units
Tool to retrieve all KPI units from a SimpleKPI account. Use when you need to list available units that describe how KPI values are displayed (currency, percentage, etc.).
List User Group Items
Tool to get all group items assigned to a user. Use when you need to retrieve group assignments for a specific user in SimpleKPI.
Update Category KPI
Tool to update a KPI within a category. Use when you need to modify KPI details such as name, target, frequency, or aggregation method.
Update Group
Tool to update an existing group in SimpleKPI. Use when you need to modify a group's name or display order.
Update Group Item
Tool to update an existing item in a SimpleKPI group. Use when you need to modify the name or sort order of a group item. Requires both group_id and item id to identify the item to update. Both name and sort_order must be provided.
Update KPI
Tool to update an existing KPI in SimpleKPI. Use when you need to modify KPI properties such as name, description, target values, or settings.
Update KPI Entry
Tool to update an existing KPI entry in SimpleKPI. Use when modifying entry values, targets, or notes for a specific KPI entry. At least one of actual, target, or notes must be provided (actual cannot be null if both target and notes are null).
Update KPI Unit
Tool to update an existing KPI unit in SimpleKPI. Use when you need to modify unit properties such as name, entry format, display format, or percentage status.
Update User
Tool to update an existing user account in SimpleKPI. Use when you need to modify user details such as type, status, name, or permissions.
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 Simplekpi is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Simplekpi, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Simplekpi for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Simplekpi work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Simplekpi to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Simplekpi in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Simplekpi.
- 3
Hit "Connect"
Click "Connect Simplekpi" 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 Simplekpi
Build a quick AI Agent (it's like writing instructions, not code), and pick the Simplekpi actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Simplekpi for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Simplekpi 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 Simplekpi users had before signing up
Do I need to know how to code?
Not even a little. If you can use Simplekpi today, you can set this up. You'll connect Simplekpi, 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 Simplekpi 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 Simplekpi or delete everything any time.
What happens when Simplekpi updates their app?
We handle it. When Simplekpi 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 Simplekpi 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 Simplekpi — 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 Simplekpi on FormWise
Beautifully simple KPI software. Create, manage and analyse your Key Performance Indicators from the cloud.
Connect Simplekpi once and your FormWise AI gets 51 things it can do inside it. That means your AI can handle the Simplekpi 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 Simplekpi? Take a look at www.simplekpi.com.
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Stop doing the Simplekpi 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.