Turn business knowledge and forms into guided customer conversations

What is Jotform AI Agents?

Jotform AI Agents lets a business configure an assistant around its own information and tasks. Training inputs include websites, uploaded documents, direct text, and custom questions and answers. An agent can provide relevant information, help submit forms, and trigger workflows. This makes the product useful when a visitor needs both an explanation and a next step, such as understanding a service before completing an inquiry or registration form.

Teach the agent a bounded job

Start with one repeatable conversation: explain an event, collect a service request, or answer questions about an application. Jotform supports interactive training as well as written knowledge sources. Prepare concise answers, remove obsolete instructions, and include examples of questions that should go to a person. A smaller, well-maintained knowledge set is easier to review than a broad collection of documents with conflicting policies.

Connect answers to useful actions

The agent's action features can connect a conversation to form submission and other workflow steps. Jotform describes configurable behaviors such as sending emails, searching websites, and creating tickets. Map these actions to a clear outcome for the visitor. Test incomplete answers, unexpected requests, and corrections to previously entered information, then check the resulting submission as carefully as the conversation itself. The destination record needs to be usable by the team receiving it.

Features to explore

• Website and document training
• Custom questions and answers
• Conversational form submission
• Configurable workflow actions

Who is Jotform AI Agents for?

Well suited to teams with repeated intake questions and structured forms already central to their work. Consider it for registrations, service inquiries, and information collection where guided clarification can help visitors complete the right process.

Before you get started

An agent can misunderstand questions or act on outdated material. Check its knowledge sources, submitted fields, escalation behavior, and data-handling settings before using it for live customer interactions.