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FormWise

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Platform for experts and agencies to package their methodology into branded AI SmartForms, CoPilots and client toolsets.

What it does

FormWise is an infrastructure platform for turning expertise into branded AI products. Users feed in their frameworks and content, then build SmartForms, chat CoPilots, voice Experts and gated Toolsets that clients log into to generate real deliverables. It offers white-labeling, many integrations and multi-surface embedding.

How to use: Users can build SmartForms or CoPilots in minutes without code, connect multiple prompts into a seamless workflow, layer CoPilots with data sources like PDFs and URLs, and embed tools into any web-based portal or CRM. They can also opt for a done-for-you service where FormWise builds the first 6 tools.

Core features

SmartForms that output structured deliverables
CoPilot chat agents grounded in your methodology
Voice 'Expert' agents
Branded, gated Toolset portals
Notebooks/knowledgebase ingestion (PDF, URL, video)
No-prompt agent builder wizard
White-labeling and 1000+ integrations

Best for

Productizing consulting methodology
Building branded AI tools for agency clients
Delivering work without live calls
Monetizing expertise through gated portals

Pricing

Pro
$99/mo
Agency
$190/mo
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