Connect Your AI Agent to Jotform Boards

Turn conversations into action with AI-powered task creation. By connecting your Jotform AI Agent to Boards, you can automatically generate tasks based on user interactions that require follow-up—ensuring every important request is captured and processed.

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Let your AI Agent create tasks in real time when conversations reveal a need for further action. Stay responsive, organized, and efficient—without manual task entry.

AI-Triggered Task Creation

Configure your AI Agent to create tasks during conversations. Whether it’s a request, complaint, or application, the AI knows when to escalate and logs it into your board for team action.

Seamless Board Integration

Your AI Agent connects directly to your board, creating tasks with relevant details pulled from the conversation. The result: accurate, actionable items ready for processing.

Customize When and What Gets Logged

Set rules for when the AI should create a task—based on specific intents, keywords, or interaction outcomes. You stay in control of the logic and the flow.

Ideal for Support, Sales & Service Flows

Whether your AI is helping customers, collecting applications, or routing inquiries, Jotform Boards gives it a place to send follow-up actions so your team can pick up where AI leaves off.