Team enablement

Your team is already using AI. Give them one you control.

Publish approved agents and flows into a Portal your team signs into as themselves. Decide who gets what, see every run and what it cost, and switch access off the day someone leaves.

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of AI users at small and medium-sized companies bring their own AI tools to work
80%of AI users at small and medium-sized companies bring their own AI tools to work1
say using AI without IT oversight is acceptable when no approved option exists
63%say using AI without IT oversight is acceptable when no approved option exists2
of US workers have put work information into a personal AI account
38%of US workers have put work information into a personal AI account3
of people using AI at work are reluctant to admit it for their most important tasks
52%of people using AI at work are reluctant to admit it for their most important tasks1

The alternative to approved AI isn't no AI. It's personal accounts your business can't see, client data pasted into them, and a dozen subscriptions on a dozen cards. Your team isn't wrong to want the help. They need somewhere approved to get it.

How it works

Govern AI the way you govern any other system.

One place to see what runs, decide who gets what, and onboard and offboard from the systems you already run.

01
Visibility
Every plan

Every run, every person, every credit. One screen.

Analytics shows runs, active users, and credits used across the workspace, then for each agent, flow, and person. Open any run to read the whole conversation and every step behind it. Nothing happens off the books, because every run belongs to a signed-in user and draws on credits you allocated.

  • Runs, unique users, and credits used over any date range, for the workspace or a single asset.

  • Open a person to see what they ran and what it cost.

  • Replay any conversation step by step, with the inputs and outputs of every node.

02
Access
Paid plans

One front door. Nobody gets in by accident.

A Portal is where your team reaches what you have approved. People sign in as themselves with a one-time email code, through your own site, or from HighLevel. Signing in grants nothing on its own: only the groups you admit get through, and each Agent, Flow, App, and Suite is assigned to groups with a scope and an expiry.

  • Sign-in is always required. There is no anonymous access to switch on by mistake.

  • Assign by group, across the organization or inside one Portal, with end dates for contractors and pilots.

  • Remove an assignment or a user and access ends on their next request.

03
Provisioning
Pro and Agency

Onboard and offboard from the systems you already run.

Create users, add them to groups, and grant access from your HR system, CRM, or onboarding script over one REST API. New people get an invite under your brand and sign in with their email. When someone leaves, remove them once and access ends everywhere on their next request.

  • Users, groups, memberships, grants, and Portal admissions over one API.

  • Send the same email twice and it updates that person instead of creating a duplicate.

  • API keys scoped to read or write, per organization or per member.

Also built in

The details that matter at rollout.

Assignments with an end date

Every Agent, Flow, App, and Suite has an Assignments tab. Scope access to everywhere or to one Portal, and set an expiry so pilots and contractors end on schedule.

Groups carry access, plans carry credits

Organize people by team, role, or cohort. A group decides what someone can open. A plan carries the credits they run on, so budgets stay separate from permissions.

Your knowledge stays yours

Knowledgebases, memories, and run history belong to your organization, not to a staff member's personal account. Only your members can see them, and they stay when a person goes.

Advanced security

On Agency, limit a Portal to allowed email domains, add a shared password, or restrict it to trusted IP addresses.

Start with one team. Expand when it works.

Publish one Portal, admit one group, and watch the first week's runs in Analytics. Every plan starts with a 7-day free trial and an onboarding call with our team.

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Questions, answered.

Something else on your mind? Write to hello@formwise.ai.

Yes. Analytics shows runs, active users, and credits used for the workspace and for each agent, flow, and person. Open any run to replay the conversation and every step with its inputs and outputs. Run history stays for as long as the Flow and your organization exist.

No. FormWise does not monitor what people do outside it. It gives your team an approved place to work, where every run is signed in, metered, and visible to you, so there is less reason to reach for a personal account.

No. Sign-in is always required, and signing in grants nothing by itself. A person only gets through if they belong to a group you have admitted, or hold a plan on a Portal you sell access to.

With a one-time code sent to their email. You can also turn on signed sign-in, where your own site vouches for the user so they skip the code, and on the Agency plan HighLevel users are signed in from their sub-account.

A group decides what someone can open. A plan carries the credits they run on. Keeping the two apart means you can change who has access without touching anyone's budget.

Yes. Every assignment can carry an expiry date, and you can scope it to a single Portal. When it expires or you remove it, access ends on the person's next request.

The API is on the Pro and Agency plans. Requests use a scoped API key and are limited to 120 per minute per key.

Remove them from their groups, or delete the user from the dashboard or the API. Access ends on their next request. Everything they built on, and every run they made, stays with your organization.

Use cases

Teams doing it today.

All use cases

Give everyone AI. Keep control of who gets what.

Start your 7-day free trial, publish your first Portal, and invite your team this week.

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7-day free trial. Onboarding call included. Cancel anytime.

  1. 1Microsoft and LinkedIn, 2024 Work Trend Index Annual Report, “AI at work is here. Now comes the hard part”, May 2024. Survey of 31,000 knowledge workers across 31 markets. 78% of AI users overall bring their own AI tools to work; 80% at small and medium-sized companies.
  2. 2BlackFog, research conducted by Sapio Research, November 2025. 2,000 employees in the UK and US at companies with more than 500 staff.
  3. 3Kolmogorov Law, survey of 500 employed US adults conducted through Pollfish, July 2026.