Add Userflow to your AI agent
User onboarding software. Build product tours, checklists and more. No coding needed.
- Things your agent can do in Userflow
- 18
Things your AI can do in Userflow
Your FormWise AI can handle any of these in Userflow — on its own, without you needing to click a button.
Create or Update a Group
PopularTool to create a new group or update an existing group (also referred to as companies in the Userflow UI). Use when you need to create a new group or update attributes of an existing group by providing the group ID.
Create or Update a User
PopularTool to create a new user or update an existing user in Userflow. Use when you need to synchronize user data from your back-end to Userflow. If the user ID exists, attributes will be merged; otherwise a new user is created.
Get a Content Object
PopularTool to retrieve details of a specific content object (flow, checklist, or launcher) by ID. Use when you need to get information about a single content object, including its draft and published versions.
Get a Group
PopularTool to retrieve details of a specific group (company) by group_id. Use when you need to get information about a group including their attributes, creation timestamp, and optionally expanded relationships like memberships and users. Note: Groups are called 'Companies' in the Userflow UI, but the API uses 'groups' terminology.
Get a User
PopularTool to retrieve details of a specific user by user_id. Use when you need to get information about a user including their attributes, creation timestamp, and optionally expanded relationships like memberships and groups.
List Content
PopularTool to retrieve all content (flows, checklists, and launchers) in your Userflow account. Use when you need to check what content is available for users to start in your application.
List Groups
PopularTool to retrieve all groups (companies) in your Userflow account with pagination and filtering support. Use when you need to list groups or search for specific groups based on attributes. Note: Groups are called 'Companies' in the Userflow UI.
List Users
PopularTool to retrieve a paginated list of all users. Use when you need to list users with optional filtering, sorting, and expansion of related objects like memberships and groups.
Track an Event
PopularTool to record a custom event for a user or group for analytics and personalization. Use when you need to track user actions or behaviors. Events can be associated with just a user, just a group, or both a user and a group.
Delete a Content Session
Tool to permanently delete a content session including its associated progress and survey answers. Use when you need to remove a content session from the system. This action cannot be undone. This operation is idempotent and will succeed even if the content session already doesn't exist.
Delete a Group
Tool to permanently delete a group including all their attributes, memberships and events. Use when you need to remove a group from the system. This action cannot be undone, but users who were members of the group will remain intact. This operation is idempotent and will succeed even if the group already doesn't exist.
Delete a User
Tool to permanently delete a user including all their attributes, memberships, events and flow history. Use when you need to remove a user from the system. This action cannot be undone, but groups that the user was a member of will remain intact. This operation is idempotent and will succeed even if the user already doesn't exist.
Show 6 more things it can do
Get a Content Version
Tool to retrieve details of a specific content version by ID. Use when you need to get information about a versioned content object, including its questions (for surveys) or tasks (for checklists).
List Attribute Definitions
Tool to retrieve all attribute definitions for users and groups tracked by Userflow. Use when you need to see what attributes are being tracked. Attribute definitions are automatically created when new attributes are sent.
List Content Sessions
Tool to retrieve all content sessions tracking user interactions with content. Use when you need to see user journeys through flows, checklists, or launchers, including their progress and survey answers.
List Content Versions
Tool to retrieve all versions of content including survey questions and checklist tasks. Use when you need to see the version history of flows, checklists, or launchers to track changes over time.
List Event Definitions
Tool to retrieve all event definitions tracked in Userflow. Use when you need to see what events are being tracked. Event definitions are automatically created when new events are tracked.
Remove a User from a Group
Tool to remove a user from a group (group membership). Use when you need to revoke a user's membership in a specific group. This operation is idempotent and will succeed even if the user is not already a member of the group.
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 Userflow is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Userflow, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Userflow for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Userflow work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Userflow to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Userflow in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Userflow.
- 3
Hit "Connect"
Click "Connect Userflow" 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 Userflow
Build a quick AI Agent (it's like writing instructions, not code), and pick the Userflow actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Userflow for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Userflow 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 Userflow users had before signing up
Do I need to know how to code?
Not even a little. If you can use Userflow today, you can set this up. You'll connect Userflow, 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 Userflow 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 Userflow or delete everything any time.
What happens when Userflow updates their app?
We handle it. When Userflow 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 Userflow 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 Userflow — 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 Userflow on FormWise
User onboarding software. Build product tours, checklists and more. No coding needed.
Connect Userflow once and your FormWise AI gets 18 things it can do inside it. That means your AI can handle the Userflow 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 Userflow? Take a look at userflow.com.
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Stop doing the Userflow 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.