Frequently Asked Questions
Answers to the most common questions about FormWise.
Frequently Asked Questions
Below you will find answers to the questions we hear most often. If your question is not listed here, check the Troubleshooting guide or reach out to our support team.
What is FormWise?
FormWise is an AI agent builder platform. It lets you create AI-powered Flows - like chatbots, content generators, and automated workflows - without writing any code. Once you build a Flow, you can publish it, share it with a link, or embed it on your website.
Do I need to know how to code?
No. FormWise is designed for non-technical users. The visual workflow builder handles all the logic behind the scenes. You just add steps and configure them - no programming required.
What is the difference between a Flow and a Suite?
A Flow is a single AI application - for example, a blog post generator or a customer support chatbot.
A Suite is a collection of Flows (and Agents) bundled together. Suites are how you organize and share your Flows with end users. You can think of a Flow as a single app and a Suite as the app store that holds it.
What is an Agent?
An Agent is an AI teammate for open-ended work. You give it an identity, knowledge, and Flows to use in the Agent builder, then chat with it or publish it. An Agent is different from an Agent node (labeled AI Prompt in the workflow builder), which is the individual workflow node inside a Flow that calls an AI model to generate a response.
What AI models can I use?
FormWise supports models from a range of providers, including:
- OpenAI
- Anthropic
You can choose a different model for each Agent node in your workflow, so you can mix and match depending on the task. The model picker shows how many credits each model costs per run.
Do I need my own API keys?
No. Runs use the credits included in your FormWise plan, so you can build and run Flows without any provider keys. If you prefer to run on your own provider quota, the Pro and Agency plans let you add your own OpenAI, Anthropic, or Google Gemini keys under Settings > Integrations. FormWise encrypts and stores them securely.
Can I embed Flows on my website?
Yes. Once a Flow is published, open its Publish & Share tab and click Share & Embed to copy a link or an embed code (an iframe snippet). The Embed & Share page in the sidebar lists everything you can share in one place. Paste the embed code into your website's HTML and your Flow will appear right on the page. Suites can be embedded the same way.
See Sharing and Embedding for a full walkthrough.
What are Knowledgebases?
Knowledgebases (formerly called Notebooks) are your organization's knowledge layer inside FormWise. You can upload documents, add websites, sync Google Drive folders or Notion databases, and add other reference material so your Agents and Flows can access your business-specific information when generating responses.
Learn more in the Knowledgebases section.
How does versioning work?
Every time you publish a Flow, FormWise saves a new version. You can open past versions from the version picker in the Flow editor, and roll back by opening an earlier version and publishing it again with Make this version live checked. This means you can experiment freely without worrying about breaking what is already working.
Can I collaborate with my team?
Yes. You can invite team members to your organization under Settings > Members. Each person can be assigned a role:
- Owner - Full control, including transferring ownership or deleting the workspace.
- Admin - Everything except ownership: deleting items, connecting integrations and storing API keys, inviting teammates and changing roles, managing Portals, end users, and monetization, and editing workspace settings and billing.
- Member - Can create and edit Flows, Agents, Suites, and Knowledgebases, but cannot delete Flows, Suites, or Knowledgebases, connect integrations or store API keys, or manage the team.
- Viewer - Can open and run Flows, Agents, and Suites, but cannot change anything.
What is MCP?
MCP stands for Model Context Protocol. It lets your Agent nodes connect to external tools and services - like databases, CRMs, calendar apps, and more. With MCP, your workflows can pull in live data and take actions beyond just generating text.
Is my data secure?
Yes. FormWise takes security seriously:
- API keys are encrypted at rest.
- Knowledge in your Knowledgebases is scoped to your organization - other organizations cannot access it.
- Memories are private and tied to individual end users or sessions.
How do credits work?
Every run costs credits, based on the AI model it uses. The model picker shows each model's cost, and add-ons like web search show theirs too. Runs draw from the credits included in your workspace's plan; you can see your balance and usage under Settings > Billing. If you sell access through a Portal (beta), each end user's plan carries its own credit allowance, and their runs draw it down as well.