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Announcing Jotform AI Agents

Imagine a world where there are more than enough hours in your day.

Imagine a world where — whether you’re a team of one or 100 — you can deliver your customers instant answers, service, and support, without a big budget.

Think of spending your days planning your next big move . . . rather than fielding repetitive questions about your business, entering data into a form, or forwarding invoices.

That world, that day, is here with Jotform Al Agents.

Customized and trained to match your unique voice, brand, and mission, Jotform AI Agents can be distributed in a number of ways to handle customer inquiries and provide real-time conversational assistance, just like another part of your team.

Need an agent to answer routine inquiries, or qualify leads? Easy peasy. 😎 Onboard new hires? No sweat. 😅 Register folks for events, services, or classes? Piece of cake. 🍰 Schedule appointments, book hotel rooms, or collect donations? Walk in the park.🚶🏽

Here are some of Jotform AI Agents’ key features:

  • Scalable customer service: Easily handle increasing customer inquiries and demands without sacrificing response quality or personalization.
  • Multichannel support: Your agent works across web, text and voice chat, email, and phone platforms, allowing you exceptional reach and consistent customer engagement.
  • Industry-leading information capture: Along with a question-answering knowledge base, you can integrate your agent with multiple forms to gather customer data through dynamic conversations.
  • Customizable, friendly agent interactions: Tailor your agent’s responses, language, and actions to your, or your brand’s preferences. Then define the agent’s workflows and trigger organization actions. 
  • Voice and phone integration: Handle calls and provide human-like voice interactions in real time with conversation transcriptions.

5 ways Jotform AI Agents boost customer service

Amid all the hubbub surrounding AI, at the end of the day you may be wondering, “How can my organization practically use this technology to be more efficient and productive?”

Well, we’re glad you asked! It’s pretty simple actually.

“Answering customers’ questions.”

That’s been the most popular way to use AI Agents among our hundreds of beta users, who for months have been helping us refine the product.

Let’s briefly take a look at real-life applications across five roles and industries. We hope this will inspire you to explore the different ways you can work with an agent.

Role/IndustryBusiness needHow AI Agents help
1Customer support managersReduce ticket volume, automate responses to FAQs, and improve response timesHandle routine inquiries, freeing you up to focus on bigger issues and strategy
2Small to medium-sized businesses (SMBs)Provide 24-7 customer support at no-to-low costOffer real-time support at scale (over chat, email, and phone)
3E-commerce and retailManage customer inquiries at scale across sales, shipping, and returnsField product questions, track orders, and process returns efficiently
4Software as a Service (SaaS) and techOffer instant tech support and resolve user issuesTroubleshoot common issues and escalate more complex problems
5SolopreneursCovering customer requests, appointments, and general infoHandle customer FAQs and scheduling, improving efficiency and giving you time to handle other work

Jotform Al Agents are the future of customer service because they give you the real-time, multichannel support you need to efficiently handle customer inquiries, no matter the volume or time.

As you begin to collect customer responses at scale, you gain valuable time back that you can spend to grow your business to new heights.

Infographic demonstrating how productivity grows with customer service AI Agents

In some cases, we’ve seen business owners becoming more productive by working in tandem with AI Agents.

For instance, some of our beta users took customer calls while having the agent in front of them, guiding them through questions (that way they could jump in if customer questions were out of scope).

Others used agents as customer-facing personal concierges that can answer customer event inquiries

Jotform AI Agents boost productivity by offering more efficient customer engagement, higher-quality responses, and unique customer insights to help improve your organization’s output.

Now let’s look at how to create and customize your own Jotform AI Agent.

How to create a Jotform AI Agent

  1. Go to the Jotform AI Agents homepage and select Create Your Agent.
  2. Choose your agent’s primary channel. Options include phone, WhatsApp, chat, and more. For now, let’s select Standalone. Note that although you select only one option here, your agent can work across multiple channels at the same time, and you can customize your agent across various channels in the AI Agent Builder.
Selecting the primary channel to make an AI Agent
  1. Now you’ll choose whether to build an agent from scratch, adapt a form into an agent, customize an agent template, or even turn your own likeness into an agent. For now, select Start from scratch.
Displaying the four options in the Create an AI Agent page in Jotform AI Agent Builder
  1. Enter a description of your agent in the text box or select one of the button suggestions for an easy start. When you’re ready, select Create.
Describe the agent page in Jotform AI Agent Builder
  1. Now the real fun begins! The Build page of the AI Agent Builder will open. You’ll see the default agent interface, ready to be customized. Click the paint roller icon to open the Designer window. The Avatar section of the Designer window lets you choose an avatar from the Avatar Gallery (including friendly animated characters), generate your own avatar, or upload an image.

    In this example, I’m building an agent to walk prospective customers through a photography session booking process.

Designing the Aı Agent Avatar in the Jotform AI Agent Builder

If you’re feeling bold you can do a face swap so you become the agent (a cool bit of personal branding) — just toggle Face Swap and upload a photo.

Clicking on the Upload option and then toggling the Face Swap option to on in the Avatar Designer

I customized my avatar’s appearance a little more by selecting Generate and editing the description in the text box. You’ll notice that now the avatar is a different person, with somewhat similar features but no longer holding a pad and pen.

Clicking on the Generate tab under the Avatar tab in AI Agents Designer
  1. Now let’s move to the agent’s background environment. Select Style in the Designer window. Here, you can customize the background and color scheme and upload or generate background images.
Clicking on the Style tab in Designer window

I used the Generate option to create a custom background image that better fits the style and theme of my agent.

Creating a custom background image in the Designer window
  1. Within the Style section you can also customize the color, font, and appearance of your agent’s chat bubbles and which side of the screen your agent appears on.

    To reassure your customers that they’re dealing with your brand, you can also upload your organization’s logo; it will appear above your agent’s avatar.

Uploading the organization logo in the Designer window
  1. If you’d like to set up a welcome page before dropping customers into agent conversations, select Add Welcome Page.
Clicking on the Welcome Page button at the bottom of the page

The Welcome Settings window will open. You can enter a custom welcome message in the Description text box.

  1. Select Button in the Welcome Settings window for more options. Here you can modify welcome page buttons and choose whether to show a call button if you want your agent to receive and conduct calls (more on that later!).
Toggling the Show Call Button to on in the Welcome Page

Check out different AI Agent platforms to suit your needs

One of the most useful features of Jotform AI Agents is their flexibility: Your agent can interact with customers across multiple channels and on various platforms.

Did you know…

Your AI Agent can be used to interact with your customers over

  • Standalone web interface
  • Embedded chatbot
  • Voice calls
  • Phone calls
  • SMS messages
  • WhatsApp
  • Messenger

While you choose a primary channel when you initially create your agent, your agent can work across multiple channels, and you can customize its settings across each of them. Simply select the Channels button on the Build page to customize your agent across these channels.

Clicking on the Channels button on the Jotform Agent Builder

The standalone interface is what I’ve been using here. It’s perfect for focused conversations between your customers and your AI Agent that occur outside of your website or app.

The chatbot offers a supportive agent presence embedded directly in your website, offering customers quick and easy support while they’re browsing.

Meet JAIA (short for Jotform AI Agents)! JAIA is the chatbot consultant I’ve created especially for the purposes of accompanying this blog post. 🤯

JAIA knows just about everything that’s in this blog post (and a lot about Jotform). If you’d like to chat, or ask questions of JAIA, instead of (or as a complement to) reading all these words I’ve written, no sweat, just select JAIA to open it up!

You can customize your chatbot settings as well. Customize your chatbot’s colors and fonts in the Designer window. You can also choose your agent’s display language, how and when it should open on the screen, and its positioning from the Publish page of the AI Agent Builder, which we’ll explore later.

Set up your voice agent to handle direct web calls alongside your chat interactions. You can easily customize your agent’s voice settings, including accent, gender, and age.

Highlighting the different channel options in Jotform AI Agent Builder

Your customers can start a voice conversation by selecting the Talk to Agent button, but no additional software or phone number is needed.

However, if you’re building a phone agent — to field customer service calls, take orders, or provide general brand information — you can purchase a designated phone number for your agent’s interactions (rates are $10 per number, per month).

Be advised that if you link your agent to a form, some types of form fields may not be supported on phone calls.

Clicking on Buy a New Phone Number button on the Phone Agent Settings Window

The SMS agent feature allows your customers to have text conversations with your agent. This channel is handy since we’re all used to texting, but be advised that you’ll need to purchase a designated number for your agent, and some form fields are also unsupported over SMS.

SMS Agent Settings Tab in the Jotform AI Agent Builder

Studies have shown that most consumers use messenger apps like WhatsApp for customer service. If you’re one of the millions of businesses on the platform, you can now easily deploy a Jotform AI Agent as a WhatsApp chatbot to provide 24-7 support to your customers.

Clicking on the Connect your Whatsapp button on Jotform AI Agent Builder

You can also use your AI Agent as a chatbot on Messenger — just select the Messenger channel and link your account.

Clicking on Connect your Messenger button on Jotform AI Agent Builder

How to train your AI Agent

To prepare your agent for interactions with your customers you’ll first need to train it. Like many things in life, the more training you give your agent, the more prepared it will be. Uploading a database of previously asked customer questions and answers into your agent’s Knowledge Base would be a great way to start to train your agent, for example.

The Train page in the AI Agent Builder lets you access multiple training methods for your agent. Before exploring these methods in detail, here’s a little primer that will help you quickly understand which method does what.

AI Agent training methodWhat it doesStrengthsKey differentiator
AI PersonaCustomize your agent’s name, role, language, tone, and conversation styleGood building blocks for the agent’s conversational developmentAllows you to craft the style of your agent’s language, allowing for more natural conversation
Knowledge Base
Upload external information sources (URLs, files, Q&As, etc.) to train your agentHarnesses a variety of information that provides your agent with the background knowledge to handle questionsYour agent can ingest external information so the right answer is given at the right time
ActionsSpecify actions your agent will take if certain conditions are met (for example, providing specific information, sending an API request, or triggering a workflow)Guarantee specific desired actions and responsesAutomate a variety of action options, including mentioning specific things, not mentioning specific things, asking for more information, and sending emails
ToolsSet up integrations with third-party appsBuild a robust agent that can set appointments in Google Calendar, send files to OneDrive, send Slack messages, and moreAccess integration options for Google Workspace, Slack, OneDrive, and other apps and tools
FormsConnect forms to your agentAI Agents can obtain required information from users, automatically filling out connected forms for themCombine form-filling with customer service; connect multiple forms with a single agent
Teach Your AgentPrep your agent via an interactive back-and-forth conversationSimply chat with your agent to get it ready to talk to usersThe most casual and conversational of methods

Learn more about how to train your AI Agent.

Now let’s dive in a little more on each training method.

AI Persona: Build your friendly AI Agent

You know your business better than anyone and have your own style. You’ve created a level of professionalism your customers have come to expect. So we’ve made it easy for you to customize your AI Agent’s role and communication style in a way that perfectly aligns with your brand. 

You can even control the level of detail in your agent’s responses to strike the right balance between concise and conversational.

Youtube Embed Poster: GI6Sbn9BbO4

You can name your agent and assign it a role in the AI Persona window. It’s fun to choose a name that reflects the spirit of your brand. Defining the role of your AI Agent to match its function helps you tailor your agent’s behavior to meet the specific expectations of your customers.

Agent Name section under AI Persona tab

Importantly, you can choose your agent’s default language from almost 20 different language options, giving you great flexibility to cater to a given region.

Perhaps the biggest benefit here is how you can hone your agent’s communication style and tone according to your, or your brand’s, preference.

Highlighting the Chat Response Length Section in the AI Persona tab under the Train tab

Whether you want your agent to be super chatty or right to the point, casual or professional in tone, you can adjust that here. 

Or if you just want to specify how the agent should speak during the conversation, use the Chat Guidelines to provide instructions that will ensure the agent matches your communication style and minds your business requirements.

Learn more about customizing your agent’s persona.

Knowledge Base

The Knowledge Base is a great way to prepare your agent with contextual information about your organization, form topics, frequently asked questions, and more.

Knowledge Base tab in Jotform AI Agent Builder

The Knowledge option lets you add custom information to help your agent provide better answers.

Adding custom information to the Knowledge tab in Jotform AI Agent Builder

The Link option lets you add websites you’d like your agent to crawl. When you add a site, its subpages will automatically be listed as well.

Adding a URL in the Link tab in the Jotform AI Agent Builder

Select which subpages you would like your agent to crawl and learn from, then select Save.

The File option lets you upload files for your agent to ingest information from. You can also stipulate what your agent should do with the file content, such as presenting certain data from the file when a user asks a relevant question.

File option in the Knowledge Base tab in Jotform AI Agent Builder

In the Questions & Answers option, you can enter direct questions your users might ask and the specific answers you’d like your agent to respond with.

Questions & Answers option in the Knowledge Base tab in Jotform AI Agent Builder

When you’re done adding your training content, you’ll see an overview of all the knowledge you’ve added in the main Knowledge Base window. You can easily remove knowledge that isn’t relevant anymore. To add more knowledge, just select Add new knowledge.

Clicking on Add new knowledge button in the Knowledge Base tab in Jotform AI Agent Builder

Actions

The Actions window lets you designate specific actions your agent will perform when specific conditions are met. This serves a similar function as conditional logic in forms. This lets you have confidence that when your agent encounters the scenario you’ve specified, it will act according to your instruction.

Actions tab under the Train tab in Jotform AI Agent Builder

All of your actions will be listed in the window when you’re finished.

Listing the actions in the Actions tab in Jotform AI Agent Builder

Tools

The Tools window lets you link your agent with third-party platforms to perform specific functions. The more tools you equip your agent with (like the ability to trigger workflows, collect and send documents to Google, and gather signatures) the more it’s capable of doing automatically, freeing you up to get more strategic work done.

Third party tools under the Tools tab in Jotform AI Agent Builder

For example, I’ve used the Show Video tool so my agent will show a specific video anytime a user asks the agent about dressing for the photo shoot. Simple!

Show Video tool in the Jotform AI Agent Builder

And if I want my agent to show other videos in response to different requests, I can add others.

Did you know?

The Take Note tool will send you a heads up when certain topics are mentioned in a user conversation. Also, if you have a tool in mind that isn’t listed, let us know so we can make it available for everyone!

Forms

One of the coolest things about Jotform AI Agents is the ability to seamlessly link your forms to your agents, so your agents collect relevant data directly from the users they’re interacting with. Linking forms with your agent not only gives your agent a clear mission, it saves you time by combining customer service features with automated form-filling.

Forms tab in Jotform AI Agent Builder

You can link your agent with one form or multiple forms, depending on your vision for your agent. Just select Add New Form to get started.

Teach Your Agent

The most natural way to train your agent is by having a conversation with it!

We get it, talking to AI can seem a little awkward. But imagine explaining a concept to a child, or discussing ways to use a computer with an elder. These scenarios are very similar to starting a conversation with your agent.

Here, I’ve asked my agent to bulk up her knowledge of photo shoot planning by including details about the kind of equipment that would be used.

How to set your agent up to interact with customers across multiple channels

Your AI Agents can appear in multiple channels, a flexible capability that helps your brand meet customers anywhere they’d like to interact.

Let’s expand on these options and how to easily access them in the Publish page of the AI Agent Builder. The Publish page’s sidebar shows various channels and sharing options.

Learn more about how to share your agent with your customers.

Quick Share

The Quick Share window lets you share your agent using a direct link to the agent’s conversational interface. You can also send email invitations linking to your agent, share your agent on your social media platforms, and generate a QR code linking to it.

Highlighting the Share Agent option and clicking on the Settings button on the Quick Share tab

Select Settings in the Quick Share window to control your agent’s access settings — private, public, or organization-only (the Company Access option is only available on Enterprise accounts, however).

Viewing the Settings window in the Quick Share tab

Chatbot

The Chatbot option lets you manage text-based interactions with your agent and copy an embed code to easily add your agent to your website as a chatbot. Control your agent’s greeting, when it displays, and where it appears.

Quick Preview of the Chatbot option in Jotform AI Agent Builder

You can also preview how your chatbot will look when it opens.

Embed

Speaking of “easy as copying code,” the Embed window offers five different ways to present your agent within your website. Selecting Preview lets you check out what each method will look like.

Clicking on the Preview button on the Embed tab in Jotform AI Agent Builder

Phone Agent

If you’d like your agent to take calls, the Phone Agent option allows you to purchase a dedicated phone number for that purpose.

You can also test your agent’s responses by making test phone calls — just dial the phone number shown and enter the displayed extension. Be advised that if you’ve linked a form with your agent, some types of form fields may be incompatible with the phone functionality.

Different options of the Phone Agent in Jotform AI Agent Builder

Select Voice Settings to customize your agent’s speaking voice.

Voice Settings window in Jotform AI Agent Builder

Voice Agent

The Voice Agent window lets you customize your agent’s voice settings when they interact with users on an online voice call. Users can simply select a Talk to Agent button in the agent chat to switch to a voice conversation.

Selecting the Lightbox option and clicking on the Preview button on the Voice Agent tab in Jotform AI Agent Builder

When you’re happy with the voice settings, copy the embed code to embed your agent in your website. Choose from five appearance options. For example, my voice agent as a Lightbox embed looks like this.

Previewing a voice agent in the Lightbox embed mode

SMS Agent

Using your agent to exchange text messages with customers in 2025 is a no brainer.

To use this feature, you’ll need to purchase a dedicated phone number for your agent. If you purchase a phone number for your agent to accept phone calls, you can use it for SMS messages as well. (Like the phone agent option, some form fields are incompatible with text messaging.)

SMS Agent tab under the Publish options in Jotform AI Agent Builder

WhatsApp

The WhatsApp window lets you connect your agent with your WhatsApp account, allowing your customers to engage with your agent directly through WhatsApp. This is an easy way to reach your customers on a platform they’re already used to.

Clicking on Login with Facebook button in the Whatsapp tab in Jotform AI Agent Builder

Messenger

You can also connect your agent with Messenger to let customers directly engage with your agent through that platform. Similar to the WhatsApp option, just link your account via this window.

Messenger tab under the Publish options in Jotform AI Agent Builder

Platforms

The Platforms window lets you easily add your agent to a variety of external platforms, including Wix, Shopify, and WordPress. Just select your desired platform, choose your preferred embed style, and copy the code.

Viewing the different platforms in the Platforms tab in Jotform AI Agent Builder

Let customers interact with your AI Agent as an app

Smartphone apps have become the way we do business with brands, plan outings, order food, and more. So when your customers have questions, why not have your organization’s agent be available to personally chat with them through an app as well?

The benefits of converting your AI Agent into an app include

  • Making your agent instantly available directly from users’ mobile devices
  • Elevating customer interactions with 24-7 availability 
  • Improving customer satisfaction through your agent’s knowledge and expertise
  • Raising customer engagement by meeting users where they’re at — on the devices they use every day

With Jotform’s Agent App feature, you can customize your app’s icon, name, splash screen, and push notifications to create a distinctive experience. Let’s take a quick walk though.

The Agent App window lets you instantly turn your agent into a downloadable app. Choose from the options to customize the app’s icon, name, and splash screen, and choose how you’d like to share the app. Preview your app’s appearance in real time in the Agent App Preview sidebar.

Highlighting the options under the Agent App tab and previewing the Agent App in Jotform AI Agent Builder

Name your app and set the app icon in the App Icon & Name screen.

Naming the app and setting the app icon in the App Icon & Name screen

Splash Screen allows you to adjust how the app appears when a customer first opens it.

Splash Screen option in the Agent App

In Push Notifications, you can also elect to send notifications to anyone who’s downloaded your app — just another way of extending good customer service to your audience, while extending the customer reach of your brand.

Viewing the push notification in the Agent app in Jotform AI Agent Builder

Did you know?

Your AI Agent is separate from apps created in Jotform Apps. The Agent App publishing method lets you share your agent as a progressive web app (PWA), essentially a website that can be installed like an app on a user’s device. It can work offline and still save user data.

We invite you to learn more about sharing your agent as an app.

Your agent settings and a word about data security

Once your agent has been built, trained, and set to cover your desired channels, you can customize other settings from the main agent Settings menu.

Select Settings in the menu bar.

Clicking on the Settings button in the menu bar in Jotform AI Agent Builder

In the Settings menu, you can set agent permissions, grant conversation history access to users, and enable or disable your agent. You can also customize notification options.

Toggling on the Get Emails When Your Agent Needs Answers option in the Notifications tab in Settings menu

Enter the email addresses you’d like to receive agent notifications in the Send Conversation Notification Emails modal.

Entering the email address to receive agent notifications in the Send Conversation Notification Emails modal

For learning and training purposes, we’d suggest toggling on Get Emails When Your Agent Needs Answers.

Data security

At Jotform, your security and privacy are our top priorities. Empowering you to safely collect, manage, and organize information across our various platforms is the lifeblood of our business.

Our AI Agents are designed with robust security measures to ensure your information remains safe, confidential, and compliant with global standards.

We invite you to learn more about Jotform’s AI Agent security in detail. We use OpenAI technology for our AI processing. Learn more about OpenAI’s security practices.

If you have additional questions, please let us know!

How to view and manage your AI Agent data

On your My Agents homepage, it’s easy to view and edit your existing agents, review customer conversations, and disable, delete, or archive your agent.

Clicking on the More dropdown button on My Agents page in Jotform

Hover over your agent and select Conversations to review your agent’s conversations.

Selecting the Conversations option in the My Agents page in Jotform

The Conversations interface shows the transcript of each conversation your agent has had, and lets you download the transcript for easy reference. Use the search box to quickly find customer or user details within your transcripts.

Clicking on the download button by clicking on the three dots in the Conversations tab

If you want to invite someone to view your agents’ conversations, use the Share button to send them a link or an invitation email.

You can customize permissions from the Share Settings menu as well.

Customizing permissions on the Share settings window

To improve your agent, you can offer feedback on specific responses by selecting the thumbs up/thumbs down icons. You can also rate the entire conversation and leave feedback with the Rate this conversation and share feedback option at the end of the conversation.

How to convert a form into an agent from the Form Builder

While you can link multiple forms to your agent directly from the AI Agent Builder, you can also instantly turn a form you’re working on into an AI Agent. Here’s how.

  1. In the Form Builder, select Publish. In the Publish sidebar, select AI Agents. Here, you can enter training information in the text box (you can also wait to do this from the main AI Agent Builder interface). Select Create Agent to convert your form into an agent. The AI Agent Builder interface will open.
Selecting the AI Agents tab under the Publish tab in Jotform Form Builder

Alternatively, you can select Create Agent from the Quick Share window.

Clicking on the Create Agent button in Create AI Agents window in the Quick Share tab
  1. You can also create an agent directly from your My Forms page. Select your form, select More, then select Create Agent from the menu.
Clicking on the More button, then select Create Agent option in Jotform My Forms page

Learning resources for Jotform AI Agents

It’s intuitive and easy to create, train, and manage AI Agents.

That said, we’ve made sure to create a slew of handy resources you can lean upon to learn more about Jotform AI Agents and quickly get started.

7,000+ free AI Agent templates

We’ve made getting started with your agent as easy as possible with thousands of customizable agent templates for you to choose from. Just select Use Agent to open a template in the AI Agent Builder for customization.

Helpful AI Agent user guides

Are you wondering…

  • How to create an AI Agent from an existing form?
  • How to adjust the chattiness of the AI Agent?
  • How to use your own photos as avatars?
  • How to train your agent with questions and answers?
  • How to have your agent search for specific keywords in a particular website?

You can find the answers to these questions and many more about designing, training, and publishing your agents, as well as topics around integrations, security platforms, and more in our comprehensive Jotform AI Agents user guides.

AI Agent how-to videos

Almost everyone uses YouTube as a go-to resource these days. If YouTube learning is what you dig, we’ve created numerous videos for you to get caught up on the latest with our AI Agents.

How to Use AI Agents for Real-Time FAQ Assistance

Youtube Embed Poster: WosEsjrOzE4

How to Train a Jotform AI Agent Using URLs

Youtube Embed Poster: tUdIiN3XD0c

How Jotform AI Agents Streamline Customer Feedback Workflows

Youtube Embed Poster: -Tc5ujxAUSI

Visit our Jotform AI Agents playlist to check them all out.

Jotform AI Agent pricing

Pricing and feature limits for AI Agents vary based on your Jotform plan, but we’re proud to offer limited agent use free of charge.

Free users can have up to five active agents, with monthly limits of 100 conversations, 10,000 sessions (including chatbot views, page refreshes, and phone call starts), and 30 minutes of phone or web call interactions.

Additionally, there’s a 1M character limit for your Knowledge Base resources across all agents in your account. If you want to have a designated phone number for your agent to use to accept phone calls and SMS messages, the cost is $10 per number, per month, with 250 SMS messages per month.

For more information on our plans and limits, check out Jotform’s AI Agent pricing page.

Conclusion

“Figuring out how AI can help feed a continuous loop — where users’ data is creating insights that help shape and expand their business — that’s the key.

“So when we think of AI, we think of improving product functionality, but we also want to leverage AI to create business value for users that reaches beyond functional usability.”

These were the words of Mustafa Öger, Jotform’s vice president of product development, in 2024.

With the launch of Jotform AI Agents, that business value has manifested today into a customer-service focused product. AI Agents are designed to fulfill a number of functions:

  • Streamline data collection workflows by automating repetitive tasks, freeing you up for more meaningful work
  • Provide real-time support to your customers at scale, thus increasing engagement
  • Unify your branded support efforts across multiple platforms, ensuring a consistent customer experience
  • Offer dynamic (and instant) step-by-step assistance, helping to reduce errors and giving more nuanced customer answers and data
  • Deliver personalized conversations tailored to your preferences and behavior patterns,  reinforcing your brand and customer satisfaction at the same time

We now live in a world where consumers expect real-time engagement and responses from the businesses and organizations they interact with. But what if the customer is in a different time zone? What if they speak a different language? What if your staff is on vacation, or sick?

Jotform Al Agents support you by providing the coverage needed to answer customer inquiries — with an understanding of your organization’s voice and mission — just like a member of your team.

AI technology is accelerating rapidly. Businesses and organizations will need to keep up and learn how to integrate AI in a meaningful and responsible way to gain efficiency and remain competitive.

We believe the best way to start is by using AI to support your customer service efforts, expanding your business in the process.

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