Turn Your Knowledge Into Self-Serve AI Products
FormWise lets you turn your playbooks, templates, and methods into guided AI tools your audience can use 24/7—SmartForms, CoPilots, and full Toolsets with login + Stripe paywalls, no code required.
Create your first Coaching Tool
Stop repeating the same answers
Problem / Why Now
You've already done the hard work:

- You've built frameworks, SOPs, and checklists.
- You've answering the same questions in DMs, comments, and support emails.
- You might even sell prompts or templates already.

But:

- Raw prompts are hard for buyers to use.
- ChatGPT alone can't be paywalled, branded, or embedded in your portal.
- "Just ask the AI" is too open-ended, your people want your structure.


Your audience doesn't want another PDF.

They want a self-serve AI version of you that walks them step-by-step.
Platform Features
With FormWise, you can turn your process into smart, structured tools with these features clients can use between live sessions.
SmartForms
Turn your intake, reflection propmpts, or exercises into interactive tools that guide your clients step-by-step
CoPilots
Create chat-based AI assistants that act like a mini-you, answering questions, reframing challenges, and supporting mindset shifts
Data Upload
Feed your worksheets, PDFs, or SOPs into your tools
Login Mode
Give clients secure access to a private dashboard of tools, like a digital coach that’s always on.
Real-world tools
Here are some examples of what coaches are building with FormWise:
Pre-Session Clarity Form
Get clients focused and ligned before every 1:1.
Vision Statement Builder
A SmartForm that extracts powerful "why" statements in minutes
Mindet Reset CoPilot
Your voice, your prompts available anytime they hit a block
You're one tool away from a new revenue stream
Embed in your funnel, White-label your brand, Update anytime.

Whether you’re on Kajabi, GHL, Webflow, Wordpress, Notion, or any page builder that supports embed blocks, your tools fit wherever you are. You can customize the tone, visuals, and even upload your frameworks or PDFs for context.
Create your first Coaching Tool
What support options do you offer?

We’re committed to helping you succeed with FormWise:

  • Email Support: Contact us at support@formwise.ai. We aim to respond within 24 hours.
  • One-on-One Support Calls: Schedule personalized sessions for tailored guidance.
  • Weekly Live Training: Attend sessions covering tips, best practices, and new features.‍
  • Facebook Community: Join our user group for additional networking and support.
We have email support, 1 on 1 support calls, weekly live training, and an awesome Facebook group.
Can I customize my prompts and workflows?

Yes, FormWise offers robust customization options:

  • Prompt Injection: Personalize prompts for specific tasks and audiences.
  • Prompt Chaining: Link prompts to create advanced workflows and automate processes.‍
  • Custom Workflows: Build unique, multi-step AI-driven solutions with ease.
Yes, you can embed your tool and toolsets anywhere... like a YouTube video!
How many tools can I create with FormWise?

FormWise allows unlimited tool creation. Use over 100+ templates to quickly create SmartForms, AI tools, and CoPilots. Additionally, organize your tools into toolsets—portfolio-like pages for seamless sharing and monetization.

Can I use FormWise for my GoHighLevel (GHL) white-label solution?

Absolutely! FormWise integrates seamlessly with GHL to enhance your white-label offerings. Use our tools to:

  • Automate client onboarding and follow-ups.
  • Create personalized pipelines and workflows.
  • Embed SmartForms directly into GHL funnels and campaigns.

‍

How does the free GHL sub-account work?

Pro and Agency subscribers receive a free GoHighLevel sub-account that includes:

  • CRM for contact and lead management.
  • Email/SMS campaigns to engage leads.
  • Funnel and landing page builders.
  • Membership and course hosting with embedded AI tools.Activate your sub-account by visiting GHL Sub-Account Activation with your FormWise billing email.
How secure is my data with FormWise and HighLevel?

We prioritize your data security:

  • FormWise does not use your data for training AI models or resale purposes.
  • HighLevel’s robust privacy and security policies apply to your GHL sub-account.
You can create unlimited AI tools with FormWise. Depending on your plan, you can also build multiple toolsets (portfolio-like pages for your tools) as well. You have 100+ templates to get started with too!
Can I embed tools anywhere?

Yes, you can embed FormWise tools on:

  • Websites and Blogs: Use the embed code for seamless integration.
  • Course Platforms: Enhance platforms like Teachable, Thinkific, and GHL Memberships.‍
  • Landing Pages and Funnels: Include tools directly in GHL funnels for lead generation.
How do I monetize my tools?

Monetizing tools is easy with FormWise:

  • Login Mode: Charge for access using Stripe integration.
  • Embedded in Funnels: Upsell tools as part of GHL campaigns.‍
  • Membership Add-ons: Offer tools as part of paid membership tiers.
What industries can use FormWise AI tools?

FormWise is versatile and supports businesses across industries like:

  • SaaS and Agencies (GoHighLevel users).
  • Real Estate, Fitness, E-commerce, Healthcare, and more.Tailor tools for lead generation, client retention, and operational efficiency.
Do I need technical skills to use FormWise?

No! FormWise is a no-code platform. Whether you’re an AI novice or a pro, our intuitive interface makes it easy to build and customize tools without coding.

What integrations does FormWise support?

FormWise integrates with:

  • CRMs: GoHighLevel, Salesforce, HubSpot.
  • Email Marketing Tools: Mailchimp, SendGrid, and others via Webhooks.‍
  • Payment Gateways: Stripe for tool monetization.
What are SmartForms in FormWise?

SmartForms are dynamic, AI-powered forms that collect user inputs and generate highly personalized outputs based on customizable prompt logic. They allow businesses to:

  • Automate data collection and response generation.
  • Personalize recommendations and strategies for their clients.
  • Streamline complex processes by linking multiple prompts into actionable workflows.
How do SmartForms process user inputs?

SmartForms use advanced prompt mapping, where each form field is linked to a specific placeholder (e.g., @q1_answer). When a user submits their responses, FormWise dynamically integrates them into a predefined prompt structure to generate meaningful, AI-driven results.

What are some common use cases for SmartForms?

SmartForms can be used across various industries to streamline processes, enhance customer engagement, and create niche-specific AI tools. Common use cases include:

  • Building AI Tools for Your Niche: Leverage your expertise to create AI-powered tools tailored to your industry, such as:
    • Real estate valuation tools.
    • Marketing strategy generators for agencies.
    • Health and fitness assessment forms.
    • Financial planning calculators.
  • Lead Generation & Qualification: Capture leads and assess their readiness to buy using automated questionnaires.
  • Client Onboarding: Simplify the onboarding process by collecting critical client data and preferences upfront.
  • Automated Assessments & Reports: Provide instant audits and feedback based on user responses, such as SEO audits, business evaluations, or personalized coaching plans.
  • Sales Funnel Optimization: Guide prospects through tailored questions and direct them to the right services based on their needs.‍
  • Appointment Scheduling: Qualify and book leads directly into calendars with automated follow-ups and reminders.
Do I need prompts written already?

No, we provide templates, or you can use your own voice notes, SOPs, or PDFs.

Will my clients need tech skills?

Not at all. It feels like filling out a form or having a conversation.

Can I update the tools later?

Yes, you can edit, duplicate, or swap content anytime without starting from scratch.

Do I need a perfect prompt to start?

Nope, you can start with a Google Doc, voice note, or worksheet. We help you turn it into a structured tool.

Will clients know it's AI?

Only if you want them to. Most tools feel like structured apps or interactive forms.

Can I charge for these tools?

Yes, add Stripe with Login Mode and sell access like a course or coaching product.

Can I charge extra for access to the AI toolkit?

Absolutely — and most agencies do.

Use GHL products, workflows, offers, or memberships to sell AI access as an add-on to your CRM packages.

Example:

“+$97/mo AI Marketing Toolkit Upgrade”

FormWise handles:

  • Gating access
  • Tool limits
  • Credits
  • Usage tracking
  • Revoking access if payment fails (via Login Mode)

If you want FormWise to handle the billing, you can set free/paid/usage-based plans inside Login Mode and FormWise will:

  • Gate access
  • Bill the agency or the user via Stripe
  • Rebill subaccounts (if you're using the marketplace usage model)
  • Enforce credit limits
Can I use one toolset across multiple accounts?

Yes.
Your FormWise toolsets can be installed into as many GHL subaccounts as you want (depending on your plan). This is exactly how agencies scale: build once → deploy to every niche client.

Common use cases:

  • One MedSpa AI Toolkit → installed in all MedSpa subaccounts
  • One Realtor Marketing Toolkit → installed across dozens of RE subaccounts
  • One Lead Gen Toolkit → installed in every new client onboarding flow

Each subaccount gets its own isolated version of the tools, usage tracking, credits, and user profiles.

Do my clients access the AI toolkit inside their subaccount?

Yes, add Stripe with Login Mode and sell access like a course or coaching product.

When you install FormWise into a GHL subaccount, your end users (the subaccount owners) get access to the AI toolset you’ve created for their niche. They can use SmartForms, Agents, and any tools you’ve embedded directly inside their GHL dashboard, the same way they access funnels, conversations, or workflows.

You decide:

  • Which toolset each subaccount gets
  • Whether tools are locked behind Login Mode plans
  • Whether tools are free, paid, or usage-based
  • How many credits each plan can consume