Last updated 07-29-2026
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Formwise
Transform static methodologies, PDFs, and prompts into interactive SmartForms, conversational CoPilots, and branded Toolsets without writing any code. The software converts your intellectual property into branded artificial intelligence applications that your clients can access, use, and purchase directly.
Unlike basic artificial intelligence wrappers that only pass simple prompts to individual models, Formwise combines proprietary user knowledge with live business data integrations. The platform supports multiple top tier models and features an Agent Builder Wizard to automate initial product setup. Users can deploy their creations across multiple surfaces including GoHighLevel sub accounts, Kajabi sites, WordPress, or standalone portals.
SmartForms: Create guided forms that generate structured deliverables based on specific user methodologies.
CoPilots: Build conversational chat agents that handle multi-step processes and produce documents.
Toolsets: Bundle multiple SmartForms and CoPilots into branded portals with 5,000 to 10,000 monthly credits included.
Agent Builder Wizard: Generate functional AI products from a simple text description of a niche or framework.
Live Data Integrations: Connect to over 1,000 business tools including QuickBooks, Shopify, and HubSpot.
Flexible Pricing Plans: Choose between Pro starting at $107 per month and Agency plans at $190 per month.
Turns static expertise into interactive, branded AI products without coding
Supports multiple top-tier AI models and over 1,000 live data integrations
Includes a unique Agent Builder Wizard to automate initial product setup
Offers flexible embedding options across GoHighLevel, WordPress, and custom portals
The platform can have a learning curve for users unfamiliar with AI prompt chaining or workflows
Higher-tier plans like Agency can become expensive for solo creators with low budgets
What is the difference between SmartForms, CoPilots, and Toolsets in Formwise?
Formwise SmartForms are guided input forms generating structured deliverables, while CoPilots are conversational chat agents. Toolsets are branded portals that bundle these features together for clients.
Do I need my own AI API key to use Formwise?
No, you do not need your own API key. Formwise includes built-in access to multiple models like Claude, OpenAI, and Gemini with monthly credits included.
Can I monetize the AI products I build with Formwise?
Yes, Formwise allows you to monetize your products by gating access, charging subscriptions, or collecting payments through Stripe and LoginMode.
How does the Agent Builder Wizard work in Formwise?
The Agent Builder Wizard within Formwise generates a working SmartForm or CoPilot from a simple text description of your niche, automating the initial setup phase.
Can I integrate Formwise with my CRM or other business tools?
Yes, Formwise supports over 1,000 integrations including HubSpot, GoHighLevel, QuickBooks, and Shopify to read and write live data.