FormWise

Agent Builder Wizard

The Agent Builder Wizard allows users to describe their expertise and generate a working SmartForm or CoPilot draft. This feature streamlines the building process, enabling users to create a product quickly by simply providing context about their methodology and desired deliverable.

Login Mode

Login Mode transforms a Toolset into a secure software product by requiring end users to sign up and authenticate. This feature ensures that each user has their own context, usage tracking, and saved artifacts, making the Toolset behave like real multi-tenant software.

Toolset Creation

Creating a Toolset involves bundling SmartForms and CoPilots into a branded portal. Users can define personalization fields, set product visibility, and configure monetization options, allowing for a tailored experience that reflects their brand.

SmartForms

SmartForms are guided fill-in-the-blank inputs that run through a workflow of prompt nodes to produce an editable, downloadable Artifact. They allow users to input their information and receive structured deliverables that resemble professional consulting outputs.

CoPilots

CoPilots are objective-driven chat agents designed to guide users through a process. They utilize identity prompts and structured output capabilities to ensure that conversations are focused and lead to specific deliverables, enhancing user engagement.

Toolsets

Toolsets are branded portals that house multiple SmartForms and CoPilots, allowing users to access various tools in one place. They provide a cohesive experience where user context compounds over time, enhancing personalization and usability.

Live Business Data Integration

FormWise offers over 300 live connectors to various platforms like QuickBooks, Stripe, and Shopify. This feature allows SmartForms and CoPilots to read and write real business data, enhancing the relevance and accuracy of the outputs generated.

Business Brain

The Business Brain is a proprietary knowledge layer where users can upload their methodologies, PDFs, and other resources. This layer is referenced by every SmartForm and CoPilot, ensuring that the outputs are grounded in the user's expertise.

Monetization Options

FormWise provides various monetization options, including subscription pricing, one-time purchases, and credit-based usage. This flexibility allows users to tailor their pricing models to fit their business needs and customer preferences.

Onboarding Call

Every plan includes an onboarding call where a real person guides users through their first SmartForm and CoPilot build. This personalized support helps users get started quickly and effectively, ensuring they understand how to utilize the platform.