Salesforce Agent Features

Get Started

Connect your Jotform AI Agent to your Salesforce account with a single click. The setup is fast, secure, and integrated with Salesforce, no coding required.

Chatbot

Learn how to build and customize your AI chatbot to match your brand’s voice and goals.

Train with Salesforce

Learn how to enhance your Salesforce AI Agent using your Salesforce Knowledge. Automatically train your agent with your company context, knowledge articles, and FAQs.

Salesforce Actions

Define how your AI Agent takes Salesforce actions and responds to your users.

Test Your Agent

Test your Salesforce AI Agent while building. Test with starting a conversation and analyze your history

Agent Summary

Easily view and track summary of users, conversations, actions and knowledge base your AI Agent uses.

Conversations

Quickly view and track summaries of users, conversations, actions, and the knowledge base powering your AI Agent.

Customer Support

AI Agents make 24–7 customer service affordable for all organizations by instantly answering questions, providing user support, and resolving issues without human labor.

Live Chat

Provide exceptional customer service by seamlessly switching from AI chatbot assistance to human agents when needed.

Phone Agent

Your AI Agent can answer questions and assist users via phone.

Voice Agent

AI Agents can understand customer inquiries and provide immediate, natural responses via web calls.

Forms

Transform your forms into dynamic conversations with AI Agents that fill out forms, collect feedback, and process secure payments.

Actions

Define how your agent responds in specific situations, like asking for an email at the start of a conversation or analyzing sentiment to offer exclusive perks or priority support.

Tools

Enhance your AI Agent with capabilities like sending emails, sharing video links, and automating workflows.

Integrations

Connect your AI Agent with popular apps and services, like Slack and Google Calendar, to seamlessly sync data and enhance productivity.

Multichannel Support

AI Agents can assist users via multiple channels — a chatbot on your website, phone, SMS, WhatsApp, or QR Code — offering seamless interactions.

Salesforce Clouds

Connect Jotform AI Agents with Salesforce Clouds to automate workflows, sync data, and deliver secure, intelligent experiences across Sales, Service, Health, and Experience Cloud.

Easily share your AI Agent with others. Copy the direct share link to send via email, chat, or social media, or embed your agent directly into your website.

Enterprise

Access advanced features designed for large organizations, including multiuser management, white labeling, and custom domains.

Security

Jotform has always been committed to safeguarding your data. We implement the same security features for AI Agents.

Features