Bring Salesforce Power to Your Jotform AI Agents
Jotform Salesforce Agent is another channel for your Jotform AI Agents. Combine your existing Agents with Salesforce knowledge and actions to create a Salesforce-backed Agent that responds smarter, automates workflows, and makes your Salesforce data instantly actionable.
Turn your existing Jotform AI Agents into Salesforce-powered assistants. By connecting Salesforce, your Agents can leverage Salesforce Articles for accurate answers and perform Salesforce actions—giving you a new channel that’s deeply integrated with your CRM.
Salesforce-Backed AI Agents
Enhance your existing Jotform AI Agents by connecting them with Salesforce. With Salesforce Agent, your AI gains access to Salesforce knowledge and the ability to perform actions within your Salesforce objects. The result is a new Agent that’s both Salesforce-aware and Salesforce-enabled—ready to deliver smarter, faster support and automation.
Use Your Existing AI Agents
No need to start from scratch. Extend the power of your current Jotform AI Agents by adding Salesforce as a channel—combining what you already built with Salesforce knowledge and actions.
Salesforce Knowledge at Your Agent’s Fingertips
Boost response accuracy by letting your AI Agent use Salesforce Articles as part of its knowledge base, ensuring consistent and reliable answers to customer questions.
Take Action in Salesforce Automatically
Empower your AI Agent to take action—not just answer questions. It can instantly create new Salesforce records based on customer interactions, from leads to cases, directly within your Salesforce objects.
