Creating a Suite

This guide walks you through creating a new Suite in FormWise. Once it is set up, you can start adding Flows and Agents and sharing it with your users.

How to create a new Suite

1. Click Suites in the sidebar on the left. This opens your Library, filtered to Suites.
2. Click New and choose Suite. The Add Suite dialog opens.
3. Enter a Suite name. Choose something clear and descriptive - this is what your users will see (for example, "Marketing Toolkit" or "Customer Support Suite").
4. Add a description (optional) to let your users know what the Suite includes and who it is for.
5. Pick an icon for your Suite, or paste a custom emoji. You can change it later, including uploading your own image, by clicking Edit on the Suite's Settings tab.
6. On the right, search for and select the Flows, Agents, and Apps you want to include. You can also skip this and add them later.
7. Click Create suite. Your new Suite is live right away - anyone with its share link can open it.

If you no longer need a Suite, you can delete it from the Danger Zone at the bottom of its Settings tab. Deleting a Suite cannot be undone, but the Flows and Agents inside it are not deleted.

Configuring embedding settings

If you plan to embed your Suite on an external website, review the Domain permissions section:

1. Open your Suite and go to the Settings tab.
2. Under Domain permissions, find the Only allow access on authorized URLs switch. New Suites start with this switch on and no URLs, which means the share link works but embedding is blocked everywhere.
3. To allow embedding on any website, turn the switch off.
4. To allow embedding only on specific websites, keep the switch on and add authorized URLs. This acts as an allowlist - only the sites you add here will work, and opening the Suite's link directly returns a 404. For example, you might add https://yourcompany.com so only your company site can embed it. The number of authorized URLs you can add depends on your plan.

If you want your Suite to appear under your own branded domain, share it through a Portal and connect a custom domain.

Next steps

Your Suite is created - now it is time to fill it with Flows. Head over to Managing Flows in a Suite to learn how to add, order, and configure Flows and Agents inside your Suite.