ai sales tools

Add Specific to your AI agent

Sales call analytics to drive revenue

Things your agent can do in Specific
18

Things your AI can do in Specific

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

  • Create Company

    Popular

    Tool to create a new company record in the Specific platform. Use when you need to add a new company to the workspace with optional ID, name, and custom attributes.

  • Create Conversation

    Popular

    Tool to create a new conversation (survey response) in the Specific platform. Use when you need to add a new conversation with content, optional contacts, companies, and custom fields. Content can be a simple string or structured ProseMirror document with headings and paragraphs.

  • Create or Update Company

    Popular

    Tool to upsert a company record in the Specific platform (create if not exists, update if exists). Use when you need to ensure a company exists with specific data, creating or updating as necessary based on the filter criteria.

  • Create Or Update User

    Popular

    Tool to upsert a user record in the Specific platform (creates if not exists, updates if exists). Use when you need to ensure a contact exists with specific data, merging with existing records based on email or ID.

  • Create User

    Popular

    Tool to create a new user (contact) record in the Specific platform. Use when you need to add a new contact with email, name, and optional custom attributes or company association.

  • Delete User

    Popular

    Tool to remove a user record from the Specific platform. Use when you need to permanently delete a contact from the workspace.

  • Get My Workspace

    Popular

    Tool to get current workspace information for the authenticated user. Use when you need to retrieve the workspace ID and name for the authenticated API key.

  • List Companies

    Popular

    Tool to query company records from the Specific platform via GraphQL. Use when you need to retrieve company information, optionally filtering by ID or name.

  • List Conversations

    Popular

    Tool to query conversation records (survey responses) from the Specific platform via GraphQL. Use when you need to retrieve customer feedback, survey responses, or conversation history. Returns up to 20 most recent conversations, optionally filtered by source identifiers.

  • List Custom Fields

    Popular

    Tool to query custom field definitions in the Specific platform. Use when you need to retrieve available custom fields that can be associated with companies, contacts, or conversations. Optionally filter by entity type.

  • List Sources

    Popular

    Tool to retrieve all data sources from the Specific platform. Use when you need to fetch available sources in the workspace.

  • List Surveys

    Popular

    Tool to retrieve multiple survey records from the Specific platform via GraphQL. Use when you need to fetch all available surveys with their metadata, including names, contexts, tones, and associated conversation data.

Show 6 more things it can do
  • List Users

    Popular

    Tool to query user accounts from the Specific platform via GraphQL. Use when you need to retrieve user information, optionally filtering by ID, email, or custom attributes.

  • Update User

    Popular

    Tool to modify an existing user record in the Specific platform via GraphQL mutation. Use when you need to update contact information such as name, email, company association, or custom attributes.

  • Delete Company

    Tool to delete a company record from the Specific platform. Use when you need to remove a company by its ID. The operation is permanent and returns the deleted company's details.

  • Delete Company Attributes

    Tool to delete specific custom field attributes from a company record. Use when you need to remove custom attributes by their keys from a company. Returns the updated company details.

  • Delete User Attributes

    Tool to delete specific custom field attributes from a user record in the Specific platform. Use when you need to remove custom field values from a contact without deleting the contact itself.

  • Update Company

    Tool to update an existing company record in the Specific platform. Use when modifying company name or custom attributes.

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 Specific is connected

Onboard new clients without lifting a finger

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

Reply to leads in seconds, not days

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

Get your weekends back

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

How to connect Specific to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Specific in your connected apps

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

  3. 3

    Hit "Connect"

    Click "Connect Specific" 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 Specific

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

Powered by the AI you already trust

Your Specific 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 Specific users had before signing up

Do I need to know how to code?

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

What happens when Specific updates their app?

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

Sales call analytics to drive revenue

Connect Specific once and your FormWise AI gets 18 things it can do inside it. That means your AI can handle the Specific 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 Specific? Take a look at www.specific.app.

Stop doing the Specific 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.