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.

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

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

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

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