sales & crm

Add Wiza to your AI agent

Wiza helps you find and export accurate contact data for prospects from LinkedIn, providing verified emails, phone numbers, and enriched professional information.

Things your agent can do in Wiza
5

Things your AI can do in Wiza

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

  • Get API Credits

    Popular

    Tool to get the number of remaining API credits in your account. Returns available credits for emails, phone numbers, and company enrichment. Use when you need to check remaining API credit balance.

  • Get List Details

    Popular

    Tool to get the status and details of a list by its ID. Returns list metadata, status (queued, processing, completed), and statistics including enrichment level and email preferences. Use when you need to check the processing status or retrieve details of a specific list.

  • Search Prospects

    Popular

    Tool to search for prospects matching specific filters. Returns count and sample profiles based on job title, location, company, industry, and other criteria. Use when you need to find prospects that match specific professional criteria.

  • Start Individual Reveal

    Popular

    Tool to start an individual reveal for real-time single contact enrichment. Provide name/company, email, or LinkedIn profile URL to get contact details including emails, phone numbers, and firmographic data. Use when you need to enrich a single contact in real-time.

  • Get Individual Reveal

    Tool to get the status and results of an individual reveal by ID. Returns enriched contact data including email, phone, job title, and company information when the reveal is completed. Use when you need to check the status or retrieve results of a previously submitted individual reveal request.

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 Wiza is connected

Onboard new clients without lifting a finger

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

Reply to leads in seconds, not days

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

Get your weekends back

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

How to connect Wiza to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find Wiza in your connected apps

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

  3. 3

    Hit "Connect"

    Click "Connect Wiza" 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 Wiza

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

Powered by the AI you already trust

Your Wiza 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 Wiza users had before signing up

Do I need to know how to code?

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

What happens when Wiza updates their app?

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

Wiza helps you find and export accurate contact data for prospects from LinkedIn, providing verified emails, phone numbers, and enriched professional information.

Connect Wiza once and your FormWise AI gets 5 things it can do inside it. That means your AI can handle the Wiza 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 Wiza? Take a look at wiza.co.

Stop doing the Wiza 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.