Jotform AI Agents

Getting started with AI Agents is easier than you might think. With Jotform, you’ve got everything you need to build a smart, helpful assistant that works the way you do. Whether you want something fast, fully customized, or more personal,...

Creating an AI Agent from scratch gives you complete control over how it works and what it does. With Jotform AI Agents, you can automate tasks, answer questions, or walk users through a process—making things quicker and easier for everyone....

The AI Agent Mobile App is designed to streamline customer interactions, automate responses, and provide 24/7 support. With its user-friendly features, businesses can manage conversations, train AI Agents, and customize their support...

Creating your first AI Agent in the Jotform AI Agent Mobile App is quick and easy. With an AI-powered assistant, you can automate form responses, enhance customer support, and streamline workflows — all from your mobile device. You can...

Transform your existing form into an AI-powered conversation that makes form-filling faster and more interactive. A Jotform AI Agent can guide users through each step, asking the right questions and collecting responses in a structured way that...

The Jotform AI Agent Mobile App makes it easy to set up an AI-powered assistant with ready-made templates. Instead of starting from scratch, you can choose a template with predefined roles, responses, and settings tailored for tasks like customer...

Jotform AI Agent is a powerful tool designed to automate form interactions, streamline workflows, and enhance customer engagement. With its intuitive mobile app, you can set up and manage your AI Agent anytime, anywhere. You can easily...

The Jotform AI Agent Mobile App includes sorting options to help you organize your AI Agents more efficiently. Instead of scrolling through a long list, these options let you quickly arrange agents based on recent activity or when they were...

If you have multiple AI Agents in your account, managing them is quick and easy with the Jotform AI Agent Mobile App on your device. You can navigate through different options effortlessly, like archiving, deleting, or marking an AI Agent as a...

With the AI Agent Mobile App, you can temporarily turn off AI Agents without deleting them—perfect if you don't need one right now but might use it again soon. Disabled agents appear grayed out on the main screen, so they're easy to find and...

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 an existing form into an AI-powered conversation to streamline form-filling and make the experience more interactive. An AI Agent can guide users step by step, collecting information in a way that mirrors your form’s structure. This keeps...

Customizing your AI Agent’s persona is simple and helps tailor its interactions to your specific needs. You can easily adjust the AI Agent's name, role, tone of voice, and even how chatty it is, allowing for a more personalized and effective...

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...

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 one most suited to their needs. This adds a personal touch, helping your AI Agent connect with users...

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...

Your AI Agent’s voice does more than deliver information—it helps shape how people feel about your brand. Whether you want it to sound friendly and conversational or confident and professional, choosing the right voice makes all the...

Personalizing your AI Agent’s avatar helps create a unique, engaging, and human-like experience. Whether you choose a professional look or a fun character, customizing the avatar’s appearance, style, and tone is easy — and it ensures your AI...

Using a real photo for your AI Agent's avatar—whether it’s you, a team member, or a brand character—can make your agent feel more human and trustworthy. This simple change helps users connect more easily and creates a more engaging...

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...

Jotform AI Agents can be easily trained using website URLs. Whether it’s a company About page, product guide, or public knowledge base, your AI agent can instantly learn from the content. There’s no need to copy and paste—your AI Agent will...

Make your Jotform AI Agent smarter by training it with a PDF. This allows the agent to quickly find answers based on the information in your file. Whether it’s FAQs, product details, policies, or instructions, adding PDFs helps your AI Agent...

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 can guide your agent to improve its knowledge base and enhance its...

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....

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 available on WordPress, giving you an easy way to add conversational AI to your site. Just install it, set it up, and publish it on your WordPress pages. With AI Agent technology, the chatbot helps your visitors fill out...

With Jotform’s AI Chatbot for WordPress, you can connect directly to your WooCommerce store and give shoppers a smarter, more personal way to browse and buy. Instead of scrolling through endless product pages, customers can ask questions, get...

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....

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...

Taking over a chat in the AI Agent Mobile App allows you to manually intervene in an ongoing conversation between the AI Agent and a customer. This ensures seamless support when complex queries require human assistance. Taking over a chat in...

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...

You can use Jotform’s AI Phone Agent feature with your own phone number or with numbers from your Twilio account. All you need to do is connect your Twilio account! Here’s what you’ll get: Use your personal or Twilio phone...

With Jotform’s Voice Call Forwarding feature, you can automatically send incoming calls to different phone numbers depending on the day, time, or location. To get started, just set up Voice Geographic Permissions in Twilio, then hop into your...

Adding an AI Agent to your Shopify store helps boost engagement, improve the customer experience, and provide instant support. With the Jotform AI Chatbot & Live Chat app, you can quickly create and embed an AI-powered assistant without the need...

Jotform’s Presentation Agent is a powerful AI tool that transforms dull presentations into fun, interactive experiences. Whether you work in sales, education, training, or customer service, it helps you deliver content in a more engaging...

Jotform makes it easy to share your Presentation Agent across any platform, so you can reach your audience wherever they are. Whether you're sending a direct link, inviting by email, displaying a QR code, or posting on social media, you have...

You can upload your existing PDF or PPTX files using your AI Agent’s Upload Presentation feature. Once uploaded, your slides are analyzed, a narration script is created, and your AI Agent is trained to answer questions based on the content....

You can generate a complete presentation for your Presentation Agent using just a topic or outline. With AI Presentation Generation, your ideas are transformed into a well-structured, professionally designed slide deck. Simply provide the subject...

The Presentation Agent lets you import Google Slides using a public link. It’s a quick way to turn your existing slides into interactive, voice-narrated presentations—no need to upload any files manually....

With Jotform’s Presentation Agent, you can easily edit generated presentations so they match your brand and message. Whether you’re swapping out images, updating color themes, or fine-tuning the text, you can put your own spin on the...

With Agent Builder, you can train your Presentation Agent to respond intelligently using various methods. Whether you want it to study specific content, reference documents, or respond with predefined answers, it’s all possible with Jotform....

Jotform makes it easy to personalize your AI-powered presentation to match your brand’s style, tone, and message. Whether you generated your slides with AI or uploaded your own, you can customize every part of your Presentation Agent—from the...

Jotform makes it easy to customize what your Presentation Agent says during your presentation. Editing the narration script helps you match your tone, clarify key messages, and guide your audience more effectively. There are two ways to...

With Jotform’s Conversations page, you can easily track how users interact with your AI Presentation Agent. This helps you understand what captures their attention, where they drop off, and what questions they ask. Each session includes a...

Jotform’s Presentation Agent makes it easy to add presentations that your AI Agents can share during conversations when needed. With the Show Presentation tool, your AI Agent can instantly display the right presentation based on what the user...

With Jotform, it’s easy to bring your Presentation Agents to life on your website—fast, simple, and no complicated setup required. Whether you’re showcasing a product, guiding users through onboarding, sharing team updates, or creating an...

With Jotform’s Presentation Agent, it’s easy to help your audience take the next step right after the presentation ends. Adding a form lets you collect leads, book appointments, accept payments, take orders, run quizzes, or handle any next...

With Jotform’s Presentation Agent, it’s easy to add questions to your slides that the agent will ask your audience right after it’s shown. It’s a great way to keep people engaged, encourage interaction, and make your presentation feel more...

Jotform's Presentation Agent makes it easy for audiences to follow along and engage with presentations. It features clear narration, a smooth slide-by-slide voiceover, and intuitive controls that help you stay engaged with the content. Navigation...

With Jotform, you can set up a Gmail Agent to help you write replies faster and save hours in your inbox. It connects directly to your Gmail and creates smart drafts based on your past replies, tone, and common questions—without ever sending...

With Jotform’s Gmail Agent, you can tweak how your replies sound so they match your style. Change the tone, pick how long your emails should be, and add writing tips to help your Gmail Agent reply just the way you want. It’s a quick way to...

Jotform’s Gmail Agent is an AI-powered tool that helps streamline your email workflow by automatically drafting replies in Gmail. It’s especially handy for support, sales, and service teams managing frequent messages. But if you ever want to...

With Jotform Gmail Agents, you can track email drafts directly from the Conversations page. It’s a simple way to review all AI-generated replies before they’re sent—helping you make sure your Gmail Agent is responding the way you want it to....

Jotform’s Gmail Agent keeps your inbox organized—no more digging through messages or sorting emails by hand. By setting up Smart Labels, you can automatically categorize and prioritize emails based on sender, subject, or content. Whether...

With Jotform’s Gmail Agent, you can simplify your email replies and keep them consistent; no need to rewrite the same messages or dig through old threads. Once the Automatically Learn from Emails feature is enabled, Gmail’s AI will start...

Jotform’s Gmail Agent helps you save time by generating AI-powered draft responses based on your user’s message and subject. You can review these drafts on the Gmail Agent’s Conversations page, where each suggested reply is shown in context....

Jotform’s Gmail Agent helps automate draft replies for emails sent to your connected Gmail account—saving your team from having to write the same responses over and over. But not every message needs a reply, and generating drafts for things...

With Jotform’s Gmail Agent, you can save time and keep your email replies consistent—no more copying and pasting the same text or digging through old threads to write a quick response. Whether you're handling support tickets, managing client...

With Jotform’s Gmail Agent, replying to emails is quicker and more efficient—without losing that personal touch. Adding a custom greeting to your drafts helps you kick off each message on the right note, whether you're welcoming new customers,...

Jotform makes it simple to automate your Instagram direct messages (DMs) with Instagram Agent. Instead of replying to every DM yourself, you can set up automated responses that welcome new followers, answer common questions, or point people in the...

Keeping up with Instagram DMs, comments, and replies can feel overwhelming, especially when you’re answering the same questions again and again. Jotform’s Instagram Agent takes that weight off by handling repetitive messages, replying in real...

At some point, you might need to switch the connected Instagram Agent you’re using—whether it’s for managing a different account, updating your setup, or starting fresh. Making the change ensures your agent stays aligned with your needs and...

Jotform makes automating your Instagram Story interactions easy with Instagram Agent. The agent replies automatically to story responses and sends a direct message (DM) when your account is mentioned in a story. This keeps conversations timely and...

Replying to Instagram comments instantly, without being glued to your phone all day, is now possible with Jotform’s Instagram Agent. This smart tool makes it easy to set up personalized auto-replies that not only keep conversations flowing, but...

Jotform’s Instagram Agent is designed to run reliably in the background—but if you change your Instagram password, Instagram will automatically disconnect your account from the agent. This is expected behavior, and reconnecting is a quick step...

Two-step verification is great for keeping your Instagram account secure, but it can get frustrating when you don’t get the codes or your recovery details are outdated. This can also happen when you’re trying to authenticate your Instagram...

Jotform makes it easy to connect your Instagram account to an Instagram Agent, but sometimes you might get a 400 Session Invalid Instagram Error when connecting it. This usually shows up when your Instagram session has expired or something isn’t...