Turn Your Expertise into 24/7 AI Tools Your Audience Can Use Anywhere

Javi V

August 15, 2025

Turn Your Expertise into 24/7 AI Tools Your Audience Can Use Anywhere

If you’ve been teaching, coaching, consulting, or building processes for years, you’re sitting on a gold mine of intellectual property.

But most of that expertise is locked away—in your brain, in course videos, in PDFs your audience rarely opens, or in long email threads.

With FormWise, you can “prompt” that expertise into living AI tools that your customers, students, or community can use 24/7—on your site, inside your portal, or behind a paywall.

Step 1: Feed Your Knowledge into a SmartForm or CoPilot

FormWise lets you combine your expertise + your data sources to create a guided, branded AI tool:

Paste Your Process – Your step-by-step framework becomes the system prompt.
Upload Data – PDFs, TXT, or CSV files with your proprietary information get turned into searchable context.
Add URLs – Pull in content from your blog, resource library, or public knowledge base.
Ask the Right Questions – Use form fields to make sure the user gives the right inputs for your process to work.

Example: A legal consultant uploads her compliance guidelines PDF and adds a SmartForm where business owners can check if their website meets industry requirements.

Step 2: Decide How People Will Use It

You can deploy your tools individually or bundle them together:

Embed Individually
- Drop a SmartForm into a lesson page on Kajabi.
- Embed a CoPilot into your community portal for real-time Q&A.
- Place a tool directly on a service page to pre-qualify leads.
Bundle in a Toolset
- Combine multiple tools—SmartForms and CoPilots—into one branded dashboard.
- Organize them with icons, descriptions, and folders.
- Give your audience a “resource hub” they’ll keep coming back to.

Step 3: Control Access and Monetize with Login Mode

Turning on Login Mode for your toolset lets you:

Require sign-in for access (great for memberships).
Set up free or paid plans with Stripe.
Limit usage for free users and offer unlimited access for subscribers.
Capture leads before someone can use the tool.

Example:
A real estate marketing coach creates a toolset with:

“Listing Description Generator” SmartForm
“Open House Checklist” CoPilot
“Neighborhood Snapshot” CoPilot (pulls live data from URLs)

She puts the toolset behind a $29/month plan for her coaching students. Within the first week, 14 students sign up for the add-on—covering her FormWise plan several times over.

Step 4: Keep It Living and Evolving

The best part? These tools are not static.

Swap in updated PDFs or replace outdated links without changing the embed code.
Improve your prompts over time as you see what users are asking.
Add new tools to your toolset to increase value (and justify raising prices).

Your expertise becomes a dynamic, self-updating asset—not a stale document in someone’s downloads folder.

Step 5: The Payoff

For your audience:

Instant access to your knowledge without waiting for a call, email, or course Q&A.
Answers tailored to their inputs, not generic Google searches.

For you:

A branded, always-on extension of your business.
Multiple monetization options: paid access, lead magnets, upsells.
Higher engagement and retention in your courses, memberships, or services.

The Takeaway

If you’ve spent years building expertise, don’t let it sit in static files or forgotten videos. Prompt it into a SmartForm or CoPilot, embed it where your audience already interacts with you, or bundle everything into a Login Mode toolset and make it part of your value ladder.

With FormWise, your knowledge becomes something tangible—an asset that works for your audience 24/7 and earns for you every month.

💬 Pro Tip: Pick one part of your expertise that people always ask you about, turn it into a SmartForm today, and embed it where they’ll see it. You’ll have your first live AI tool in less than an hour.