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Add Trackdesk to your AI agent

Trackdesk is an affiliate tracking platform for managing partners, offers, conversions, commissions, billing, and performance reporting.

Things your agent can do in Trackdesk
9

Things your AI can do in Trackdesk

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

  • Build Tracking Link

    Generate a Trackdesk tracking URL for one affiliate traffic source and offer. This only constructs a URL; it does not record a click, create a conversion, or change offer configuration.

  • Get Affiliate

    Return detailed information for one affiliate identified by its Trackdesk account ID.

  • Get Daily Performance Report

    Return Trackdesk performance rows, newest first, and aggregate totals for an inclusive date range. Use a bounded range because the response contains one row per day and is not paginated. filled_columns, not zero-valued metric fields, identifies the selected metrics.

  • List Advertisers

    Return one filtered page of advertisers. Trackdesk represents advertisers as revenue origins in this API. Increase offset by limit when has_more is true.

  • List Affiliate Tiers

    Return all active affiliate tiers with their IDs, names, exact default payout rates, and default-tier flags.

  • List Affiliates

    Return one filtered page of affiliates, including Trackdesk account and traffic-source identifiers, status, tier, fraud signals, tags, and available billing or payment details. Increase offset by the previous limit only when pagination.has_more is true.

  • List Coupons

    Return one filtered page of Trackdesk coupons and their advertiser, affiliate traffic-source, offer, code, and status associations. Increase offset by limit only when pagination.has_more is true.

  • List Offers

    Return one filtered page of Trackdesk offers with each offer's data, pricing configuration, and landing pages. Increase offset by limit only when pagination.has_more is true.

  • List Tags

    Return all Trackdesk tags with their IDs, names, colors, and resource scopes.

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 Trackdesk is connected

Onboard new clients without lifting a finger

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

Reply to leads in seconds, not days

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

Get your weekends back

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

How to connect Trackdesk to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Trackdesk in your connected apps

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

  3. 3

    Hit "Connect"

    Click "Connect Trackdesk" 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 Trackdesk

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

Powered by the AI you already trust

Your Trackdesk 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 Trackdesk users had before signing up

Do I need to know how to code?

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

What happens when Trackdesk updates their app?

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

Trackdesk is an affiliate tracking platform for managing partners, offers, conversions, commissions, billing, and performance reporting.

Connect Trackdesk once and your FormWise AI gets 9 things it can do inside it. That means your AI can handle the Trackdesk 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 Trackdesk? Take a look at trackdesk.com.

Stop doing the Trackdesk 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.