Creating an AI Agent from scratch provides full control over its function and behavior. Jotform AI Agents automate tasks, answer questions, or guide users through a process, making interactions more efficient. The process starts by defining the AI...
It is very easy to start creating your AI Agent with Jotform. You don't even have to have a previously published form to do that.
You can follow these steps to create your first AI agent:
Open your My Agents page.
Click on "Create...
AI Agent templates provide a quick and efficient way to set up an AI Agent without starting from scratch. These pre-built templates come with predefined roles, responses, and settings, allowing you to customize them to fit your needs. Whether you...
Turn your existing form into an AI-powered conversation to speed up form-filling and make it more interactive. An AI Agent can guide users through each step, collecting information in a structured way that aligns with the form’s layout. This...
Cloning an existing AI Agent allows you to duplicate its configuration, including instructions, actions, and settings. This is useful when you need a similar agent without starting from scratch.
Cloning an...
Creating an AI Clone in Jotform AI Agents allows you to replicate your communication style, expertise, and personality. This feature enables your AI Agent to interact just like you, ensuring a more personalized experience for your users. You can...
It's easy to customize your AI Agent’s name and role, ensuring it aligns with your specific needs. Giving your agent a meaningful name adds a professional touch and makes conversations more engaging. Personalizing these details also helps users...
Customizing your AI Agent’s persona is simple and helps tailor interactions to your specific needs. You can easily adjust the agent's name, role, tone of voice, and even its level of chattiness, allowing for a more personalized and effective...
It’s easy to customize your AI Agent’s language, allowing you to select from nearly 20 different languages to ensure it greets users in the language most suited to their needs. Customizing the language adds a personal touch, helping your AI...
It’s easy to customize the tone and voice of your AI Agent, ensuring it communicates in a way that aligns with your brand and user expectations. Adjusting the tone allows you to set the right mood—whether you want the agent to be professional,...
You can control how talkative or concise your AI Agent is to match your needs. Adjust the Chattiness level for Chat and Voice channels separately — keep responses brief and to the point, or make them more conversational. This helps create the...
It’s easy to customize your AI Agent’s chat guidelines to shape how it communicates and interacts. Setting clear guidelines ensures the agent reflects your desired tone and approach, whether it’s being polite and understanding, providing...
Customizing your AI agent's avatar allows you to create a unique and personalized representation of your agent, making interactions more engaging and human-like. Whether you want your avatar to reflect a professional persona, a fun character, or...
Using your own photos as avatars can give your AI agent a more personalized and authentic appearance, making interactions feel more human and relatable. By using a real photo, whether it’s of yourself, a team member, or a character that...
Give your AI Agent a unique identity by swapping its default avatar with your own photo. With our AI Agent Face Swap feature, you can customize your Agent’s appearance to better reflect your brand or personal style. This option is available in...
Beyond the avatar, you can style the entire conversation page where users interact with your AI Agent. From color schemes and fonts to layouts, logos, and background images, every element can be customized to complement your brand and enhance user...
You can customize the welcome message for visitors interacting with your AI Agent. On the Welcome Page, add a custom heading and description to introduce your agent and its purpose. You can also include your logo, adjust the Chat button color to...
Training your AI agent helps it respond more accurately and efficiently to your needs. One of the best ways to improve its performance is by adding a knowledge base that it can use to find the right answers. You can provide information in...
Jotform's AI Agents already know the basics, but you can train them to understand your business even better by adding specific details about your products, services, and processes. This allows them to provide more accurate, relevant, and...
You can also train your AI agent is by online website URLs. You may have essential company information published on a webpage, or you may simply want to train your agent with some general knowledge. Whatever your use case is, Jotform AI makes it...
Another way of training your AI agent is using the PDF documents. You may have essential company information stored in a PDF file, and it is very easy to use it to train your agent and enhance its knowledge base....
Training your AI Agent with questions and answers is a key method to help it understand and respond accurately. By providing a range of questions and their correct answers, you guide your agent to improve its knowledge base and enhance its ability...
Teaching your AI agent by chatting with it is a valuable way to both train and test its knowledge. Engaging in real-time conversations helps your agent learn new information while also providing an opportunity to assess its performance. As you...
Giving feedback on AI agent responses is crucial for improving their accuracy and effectiveness. By rating responses and providing comments, you help refine the AI's performance and ensure better interactions in the future.
Every...
The Conversations page helps you track and manage your AI agent’s interactions with users. A conversation can be a phone call, voice chat, or text-based chat, all of which are stored for review. It provides a full view of past conversations,...
Customizing agent actions and triggers allows you to tailor your AI agent's responses and behaviors based on specific conditions. This flexibility enables you to create more personalized and effective interactions with users. You can define...
Jotform's AI Agents make payment collection more interactive by guiding customers through the process. Rather than filling out a form on their own, users get help in selecting products, subscribing to services, making donations, and addressing...
Creating tickets automatically with AI agents is easy using the Send API Request action. This feature allows you to send data via a POST request to create tickets in your ticketing system based on issues reported by users. By setting up actions...
AI Agents in Jotform are designed to respond intelligently to conversations by taking automated actions based on your predefined conditions. One such action is sending custom emails to specific recipients. You can configure the agent to trigger...
The Find in Website action allows your AI agent to search for specific information or keywords directly on a website during a conversation. This is useful when the user asks for information that might be located on your website, and you want the...
When a user interacts with an AI agent, certain actions may require follow-ups, approvals, or additional processing. Instead of handling these steps manually, the agent can initiate a workflow based on the user's action to automate the process....
The Make an Appointment action allows your AI agent to help users schedule appointments. This feature streamlines the booking process by automating appointment scheduling based on predefined conditions and triggers. Whether it's for consultations,...
The AI Agent Builder offers multiple ways to share your AI Agent, making it easy for users to connect and interact. You can copy and share the direct link externally, send invitation emails, or generate a QR code for quick access. You can also...
Integrating an AI agent into your website can significantly enhance user experience and support. Whether you need real-time customer assistance, seamless FAQ interactions, or personalized help, the AI agent can be embedded in various ways to suit...
You can add your AI agent as an interactive chatbot popover on your website, making it easy for visitors to interact with it. Placing it on one side of the page keeps it accessible without being intrusive, and you can set it to be available on...
In today’s digital world, businesses need to engage customers efficiently while maximizing sales. AI-powered sales chatbots can automate customer interactions, providing instant, personalized responses that help guide users toward purchasing...
Sharing your AI Agent via a QR code provides a fast and convenient way for users to open and interact with your agent. You can opt to share a QR Code that redirects users to the direct link of the AI Agent or share a QR code as an installable app...
The AI Agent Builder allows you to turn your AI agent into an app, providing a more personalized and accessible experience for users. With the Agent App section in the Publish tab, you can share your agent via a direct link, email, social media,...
Push notifications are a powerful way to keep users engaged by delivering real-time updates directly to their mobile, tablet, or desktop devices. Whether you need to send important announcements, reminders, or personalized messages, this feature...
Purchasing a phone number for your agent enhances your communication capabilities, allowing you to manage customer interactions more effectively. With a dedicated number, you can streamline your processes, offer a more professional touch, and...
Testing your phone agent setup helps make sure your system works properly and you can talk to AI agents without issues. A test call can show any problems with connection, sound, or system setup before real customer calls happen. This helps you fix...
Once you create an AI agent with Jotform, it will instantly have the phone answering capabilities by default. After you train your agent the way you like, the agent will be able to answer questions by your customers, and execute the operations you...
Aside from chatting, your AI agent can assist users in real time through voice chats. Voice chats help answer questions, provide guidance, and resolve issues. When you share your agent through a direct link or an email invite, users will have the...
Adding an AI voice agent to your website makes interactions more engaging and responsive. It can assist visitors, answer questions, and provide real-time support. There are multiple ways to embed it, allowing you to choose the best option for your...
Connecting WhatsApp with AI Agents makes it easier to chat with customers, answer questions instantly, and keep conversations flowing smoothly. Whether you're using an existing WhatsApp Business account or setting up a new one, AI-powered...
When you place the Jotform AI Chatbot to your website, you will also want your visitors feel that it's ready to serve. Using the pulsing effect to give that feeling is one way to do that. Here is how to achieve this:
Click on...
Once you embed your AI chatbot (AI Agent) on your web page, it will be immediately become visible to your visitors. You may want to switch the position of your chatbot's avatar to right or left. You can see below how to do that.
Click on...
If you want to activate your AI agent open as soon as your web page is launched, you need to arrange the relevant setting in Jotform AI Agent builder page. Here is how to do that:
To begin, click on "PUBLISH".
Then click "Chatbot".
By...
There is a greeting message on embedded AI chatbots (AI agents), which is visible even if the chatbot is closed. You can customize the message any way you want. Here is how:
Click on "PUBLISH".
Click on "CHATBOT".
In order to update...
Jotform AI Chatbot is Jotform's advanced tool, allowing you to create customizable conversational chatbots to enhance your online forms. By leveraging AI agent technology, this chatbot provides a more interactive and intuitive experience for your...
White labeling your Jotform AI Agents with a custom domain strengthens your brand and builds user trust. It enhances credibility and ensures a seamless experience, making your AI agent feel like a natural extension of your organization.
To...
Integrating Jotform AI Agents with Slack lets you send AI-generated conversations directly to your Slack channels. This keeps your team updated in real time, with streamlines communication, and ensures quick access to important discussions....
Integrating Jotform AI Agents with Google Calendar allows you to automate scheduling, set up event reminders, and streamline appointment management. This ensures your team stays organized and never misses an important event.
Integrating...
Integrating Jotform AI Agents with Google Calendar allows you to automate scheduling, set up event reminders, and streamline appointment management. This ensures your team stays organized and never misses an important event.
Integrating...
Box is a powerful file storage solution that makes it easy to access files across devices and share them with your team. By integrating it with AI Agents, you can automatically store photos, videos, and documents collected through conversations....
Dropbox is a cloud storage platform that keeps your files secure and accessible from anywhere. With this integration, your AI Agent can automatically upload photos, videos, and documents shared in conversations to your Dropbox folder, so you...
OneDrive is Microsoft’s cloud storage solution that keeps your files secure and accessible across devices. By integrating it with AI Agents, you can automatically store documents, photos, and videos shared in conversations, eliminating the need...
Egnyte is a robust file-sharing platform designed to securely store and manage business files. With this integration, you can automatically send files uploaded in the conversation to your Egnyte account, keeping all your documents, photos, and...
The Take Over Chat allows you to seamlessly take control of an ongoing conversation, enabling you to respond directly to customers and provide real-time assistance. This feature enhances customer support by ensuring a smooth transition between AI...
Enabling SSO in AI Agents ensures that only authorized and provisioned users can access your AI Agent, enhancing security and access control. This is especially useful for company-wide deployment, as it streamlines user authentication, simplifies...