Preview and Test Your AI Agent in Real Time

With Jotform’s Salesforce AI Agent, you can test and preview your agent directly from the settings menu. Switch between chat and voice conversations, review connected forms and their submissions, and track conversation history—all in one place.

Heading

Experience your AI Agent exactly as your users will. Test chat or voice interactions, check connected forms, and review conversation history in real time to ensure everything works seamlessly.

Agent Preview & Testing

Ensure your AI Agent is performing just as intended with a built-in preview and testing environment. From simulating real conversations to reviewing form submissions, Jotform’s Salesforce AI Agent gives you everything you need to fine-tune your setup before going live.

Switch Between Chat and Voice Testing

Test your AI Agent through both text-based chat and voice conversations to experience its full interaction capabilities.

Heading

View Connected Forms and Submissions

Instantly see the forms linked to your AI Agent and access user submissions created during test conversations.

Heading

Access Conversation History

Review past interactions from the History view to track your agent’s performance and refine workflows.

Heading

Real-Time Agent Preview

Interact with your AI Agent exactly as your users would, making it easy to validate and optimize before deployment.

Heading