Add Simplesat to your AI agent
Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights
- Things your agent can do in Simplesat
- 8
Things your AI can do in Simplesat
Your FormWise AI can handle any of these in Simplesat — on its own, without you needing to click a button.
Create or Update Customer V2
PopularTool to create a new customer or update an existing customer if one already exists with the same email. Use when you need to add or modify customer information including name, email, company, tags, external_id, and custom attributes.
Create or Update Team Member
PopularThis tool creates a new team member or updates an existing one if a team member with the same email address is found. It is an independent action that requires only basic team member information (email, first_name, last_name, and optionally title and phone) and does not depend on any other resource IDs.
Get Customer
PopularTool to retrieve a single customer by their Simplesat ID. Returns customer details including name, email, company, tags, and custom attributes.
List Surveys
PopularTool to list all surveys in the Simplesat account. Returns survey details including id, name, and metric type (CSAT, NPS, CES). Use when you need to retrieve available surveys or find a specific survey by name or metric type.
Search Answers
PopularTool to search and retrieve answers from Simplesat with advanced filtering. Use when you need to find specific answers based on filters like date range, choice value, sentiment, survey, customer, or custom attributes. If no filters are provided, returns all answers from the last 30 days by default.
Search Responses
PopularTool to search and retrieve responses from Simplesat by applying specific filters. Returns all responses from the last 30 days by default if no date range is specified. Supports filtering by date range, choice value, collaborator, company, comment, customer, sentiment, metric, survey, tag, team member, ticket_id, and custom attributes. Use this when you need to find specific responses based on criteria like sentiment, customer, or time period.
Update Customer
PopularTool to update an existing customer by their Simplesat ID. Use when you need to modify customer information such as name, email, company, external ID, tags, or custom attributes.
List Questions
Tool to retrieve a paginated list of all questions in Simplesat. Use when you need to fetch question details including order, metric type, text, rating scale, choices, and conditional rules. Supports filtering by metric (csat, nps, ces) and survey_id.
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 Simplesat is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Simplesat, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Simplesat for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Simplesat work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Simplesat to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Simplesat in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Simplesat.
- 3
Hit "Connect"
Click "Connect Simplesat" 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 Simplesat
Build a quick AI Agent (it's like writing instructions, not code), and pick the Simplesat actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Simplesat for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Simplesat 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 Simplesat users had before signing up
Do I need to know how to code?
Not even a little. If you can use Simplesat today, you can set this up. You'll connect Simplesat, 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 Simplesat 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 Simplesat or delete everything any time.
What happens when Simplesat updates their app?
We handle it. When Simplesat 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 Simplesat 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 Simplesat — 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 Simplesat on FormWise
Simplesat captures customer feedback and CSAT scores through surveys, integrating directly with helpdesk systems for real-time performance insights
Connect Simplesat once and your FormWise AI gets 8 things it can do inside it. That means your AI can handle the Simplesat 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 Simplesat? Take a look at www.simplesat.io.
More crm integrations
Zendesk
Zendesk provides customer support software with ticketing, live chat, and knowledge base features, enabling efficient helpdesk operations and customer engagement
Pipedrive
Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing
ActiveCampaign
ActiveCampaign is a marketing automation and CRM platform enabling businesses to manage email campaigns, sales pipelines, and customer segmentation to boost engagement and drive growth
HubSpot
HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences
Highlevel
HighLevel provides a marketing automation and CRM platform for agencies, featuring funnels, appointment scheduling, two-way texting, and other tools to drive client success
CentralStationCRM
CentralStationCRM is an easy-to-use CRM software focusing on collaboration and long-term customer relationships.
Stop doing the Simplesat 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.