Formwise AI lets agencies and experts convert their proprietary methodologies into branded, scalable AI products without coding. It works with any model – Claude, OpenAI, Gemini, or Mistral – and supports chain-of-thought reasoning and multi-agent workflows, getting smarter about each user through accumulated context every time they log in.
SmartForms are guided forms that accept user inputs, apply the expert’s own methodology through AI workflows, and generate editable, downloadable deliverables. CoPilots are conversational AI agents that guide clients through a process, asking contextual questions and producing structured outputs. Toolsets bundle multiple products into branded client portals, Experts are voice AI agents built directly on the expert’s methodology, and Notebooks ground AI responses in an expert’s own documents, transcripts, and frameworks – with integrations across 10,000+ platforms including Shopify, HubSpot, QuickBooks, and GoHighLevel.
Formwise AI targets independent coaches and consultants, marketing and service agencies, GoHighLevel agencies, and knowledge experts or course creators. Pro: $99/month (billed annually). Agency: $190/month (billed annually). Enterprise: custom pricing. A free 7-day trial includes onboarding.





