Announcing Jotform AI Agents

Amid all the hubbub surrounding AI, at the end of the day you may be wondering, “How can my organization practically use this technology to be more efficient and productive?”

Well, we’re glad you asked! It’s pretty simple actually.

“Answering customers’ questions.”

That’s been the most popular way to use AI Agents among our hundreds of beta users, who for months have been helping us refine the product.

Let’s briefly take a look at real-life applications across five roles and industries. We hope this will inspire you to explore the different ways you can work with an agent.

Jotform Al Agents are the future of customer service because they give you the real-time, multichannel support you need to efficiently handle customer inquiries, no matter the volume or time.

As you begin to collect customer responses at scale, you gain valuable time back that you can spend to grow your business to new heights.

In some cases, we’ve seen business owners becoming more productive by working in tandem with AI Agents.

For instance, some of our beta users took customer calls while having the agent in front of them, guiding them through questions (that way they could jump in if customer questions were out of scope).

Others used agents as customer-facing personal concierges that can answer customer event inquiries. 

Jotform AI Agents boost productivity by offering more efficient customer engagement, higher-quality responses, and unique customer insights to help improve your organization’s output.

Now let’s look at how to create and customize your own Jotform AI Agent.

1. Go to the Jotform AI Agents homepage and select Create Your Agent.
2. Choose your agent’s primary channel. Options include phone, WhatsApp, chat, and more. For now, let’s select Standalone. Note that although you select only one option here, your agent can work across multiple channels at the same time, and you can customize your agent across various channels in the AI Agent Builder.

3. Now you’ll choose whether to build an agent from scratch, adapt a form into an agent, customize an agent template, or even turn your own likeness into an agent. For now, select Start from scratch.

4. Enter a description of your agent in the text box or select one of the button suggestions for an easy start. When you’re ready, select Create.

5. Now the real fun begins! The Build page of the AI Agent Builder will open. You’ll see the default agent interface, ready to be customized. Click the paint roller icon to open the Designer window. The Avatar section of the Designer window lets you choose an avatar from the Avatar Gallery (including friendly animated characters), generate your own avatar, or upload an image.

   In this example, I’m building an agent to walk prospective customers through a photography session booking process.

If you’re feeling bold you can do a face swap so you become the agent (a cool bit of personal branding) — just toggle Face Swap and upload a photo.

I customized my avatar’s appearance a little more by selecting Generate and editing the description in the text box. You’ll notice that now the avatar is a different person, with somewhat similar features but no longer holding a pad and pen.

6. Now let’s move to the agent’s background environment. Select Style in the Designer window. Here, you can customize the background and color scheme and upload or generate background images.

I used the Generate option to create a custom background image that better fits the style and theme of my agent.

7. Within the Style section you can also customize the color, font, and appearance of your agent’s chat bubbles and which side of the screen your agent appears on.

   To reassure your customers that they’re dealing with your brand, you can also upload your organization’s logo; it will appear above your agent’s avatar.

8. If you’d like to set up a welcome page before dropping customers into agent conversations, select Add Welcome Page.

The Welcome Settings window will open. You can enter a custom welcome message in the Description text box.

9. Select Button in the Welcome Settings window for more options. Here you can modify welcome page buttons and choose whether to show a call button if you want your agent to receive and conduct calls (more on that later!).

Check out different AI Agent platforms to suit your needs

One of the most useful features of Jotform AI Agents is their flexibility: Your agent can interact with customers across multiple channels and on various platforms.

While you choose a primary channel when you initially create your agent, your agent can work across multiple channels, and you can customize its settings across each of them. Simply select the Channels button on the Build page to customize your agent across these channels.

The standalone interface is what I’ve been using here. It’s perfect for focused conversations between your customers and your AI Agent that occur outside of your website or app.

The chatbot offers a supportive agent presence embedded directly in your website, offering customers quick and easy support while they’re browsing.

You can customize your chatbot settings as well. Customize your chatbot’s colors and fonts in the Designer window. You can also choose your agent’s display language, how and when it should open on the screen, and its positioning from the Publish page of the AI Agent Builder, which we’ll explore later.

Set up your voice agent to handle direct web calls alongside your chat interactions. You can easily customize your agent’s voice settings, including accent, gender, and age.

Your customers can start a voice conversation by selecting the Talk to Agent button, but no additional software or phone number is needed.

However, if you’re building a phone agent — to field customer service calls, take orders, or provide general brand information — you can purchase a designated phone number for your agent’s interactions (rates are $10 per number, per month).

Be advised that if you link your agent to a form, some types of form fields may not be supported on phone calls.

The SMS agent feature allows your customers to have text conversations with your agent. This channel is handy since we’re all used to texting, but be advised that you’ll need to purchase a designated number for your agent, and some form fields are also unsupported over SMS.

Studies have shown that most consumers use messenger apps like WhatsApp for customer service. If you’re one of the millions of businesses on the platform, you can now easily deploy a Jotform AI Agent as a WhatsApp chatbot to provide 24-7 support to your customers.

You can also use your AI Agent as a chatbot on Messenger — just select the Messenger channel and link your account.

To prepare your agent for interactions with your customers you’ll first need to train it. Like many things in life, the more training you give your agent, the more prepared it will be. Uploading a database of previously asked customer questions and answers into your agent’s Knowledge Base would be a great way to start to train your agent, for example.

The Train page in the AI Agent Builder lets you access multiple training methods for your agent. Before exploring these methods in detail, here’s a little primer that will help you quickly understand which method does what.

Learn more about how to train your AI Agent.

Now let’s dive in a little more on each training method.

AI Persona: Build your friendly AI Agent

You know your business better than anyone and have your own style. You’ve created a level of professionalism your customers have come to expect. So we’ve made it easy for you to customize your AI Agent’s role and communication style in a way that perfectly aligns with your brand. 

You can even control the level of detail in your agent’s responses to strike the right balance between concise and conversational.

You can name your agent and assign it a role in the AI Persona window. It’s fun to choose a name that reflects the spirit of your brand. Defining the role of your AI Agent to match its function helps you tailor your agent’s behavior to meet the specific expectations of your customers.

Importantly, you can choose your agent’s default language from almost 20 different language options, giving you great flexibility to cater to a given region.

Perhaps the biggest benefit here is how you can hone your agent’s communication style and tone according to your, or your brand’s, preference.

Whether you want your agent to be super chatty or right to the point, casual or professional in tone, you can adjust that here. 

Or if you just want to specify how the agent should speak during the conversation, use the Chat Guidelines to provide instructions that will ensure the agent matches your communication style and minds your business requirements.

Learn more about customizing your agent’s persona.

Knowledge Base

The Knowledge Base is a great way to prepare your agent with contextual information about your organization, form topics, frequently asked questions, and more.

The Knowledge option lets you add custom information to help your agent provide better answers.

The Link option lets you add websites you’d like your agent to crawl. When you add a site, its subpages will automatically be listed as well.

Select which subpages you would like your agent to crawl and learn from, then select Save.

The File option lets you upload files for your agent to ingest information from. You can also stipulate what your agent should do with the file content, such as presenting certain data from the file when a user asks a relevant question.

In the Questions & Answers option, you can enter direct questions your users might ask and the specific answers you’d like your agent to respond with.

When you’re done adding your training content, you’ll see an overview of all the knowledge you’ve added in the main Knowledge Base window. You can easily remove knowledge that isn’t relevant anymore. To add more knowledge, just select Add new knowledge.

Actions

The Actions window lets you designate specific actions your agent will perform when specific conditions are met. This serves a similar function as conditional logic in forms. This lets you have confidence that when your agent encounters the scenario you’ve specified, it will act according to your instruction.

All of your actions will be listed in the window when you’re finished.

Tools

The Tools window lets you link your agent with third-party platforms to perform specific functions. The more tools you equip your agent with (like the ability to trigger workflows, collect and send documents to Google, and gather signatures) the more it’s capable of doing automatically, freeing you up to get more strategic work done.

For example, I’ve used the Show Video tool so my agent will show a specific video anytime a user asks the agent about dressing for the photo shoot. Simple!

And if I want my agent to show other videos in response to different requests, I can add others.

Forms

One of the coolest things about Jotform AI Agents is the ability to seamlessly link your forms to your agents, so your agents collect relevant data directly from the users they’re interacting with. Linking forms with your agent not only gives your agent a clear mission, it saves you time by combining customer service features with automated form-filling.

You can link your agent with one form or multiple forms, depending on your vision for your agent. Just select Add New Form to get started.

Teach Your Agent

The most natural way to train your agent is by having a conversation with it!

We get it, talking to AI can seem a little awkward. But imagine explaining a concept to a child, or discussing ways to use a computer with an elder. These scenarios are very similar to starting a conversation with your agent.

Here, I’ve asked my agent to bulk up her knowledge of photo shoot planning by including details about the kind of equipment that would be used.

Your AI Agents can appear in multiple channels, a flexible capability that helps your brand meet customers anywhere they’d like to interact.

Let’s expand on these options and how to easily access them in the Publish page of the AI Agent Builder. The Publish page’s sidebar shows various channels and sharing options.

Learn more about how to share your agent with your customers.

Quick Share

The Quick Share window lets you share your agent using a direct link to the agent’s conversational interface. You can also send email invitations linking to your agent, share your agent on your social media platforms, and generate a QR code linking to it.

Select Settings in the Quick Share window to control your agent’s access settings — private, public, or organization-only (the Company Access option is only available on Enterprise accounts, however).

Chatbot

The Chatbot option lets you manage text-based interactions with your agent and copy an embed code to easily add your agent to your website as a chatbot. Control your agent’s greeting, when it displays, and where it appears.

You can also preview how your chatbot will look when it opens.

Embed

Speaking of “easy as copying code,” the Embed window offers five different ways to present your agent within your website. Selecting Preview lets you check out what each method will look like.

Phone Agent

If you’d like your agent to take calls, the Phone Agent option allows you to purchase a dedicated phone number for that purpose.

You can also test your agent’s responses by making test phone calls — just dial the phone number shown and enter the displayed extension. Be advised that if you’ve linked a form with your agent, some types of form fields may be incompatible with the phone functionality.

Select Voice Settings to customize your agent’s speaking voice.

Voice Agent

The Voice Agent window lets you customize your agent’s voice settings when they interact with users on an online voice call. Users can simply select a Talk to Agent button in the agent chat to switch to a voice conversation.

When you’re happy with the voice settings, copy the embed code to embed your agent in your website. Choose from five appearance options. For example, my voice agent as a Lightbox embed looks like this.

SMS Agent

Using your agent to exchange text messages with customers in 2025 is a no brainer.

To use this feature, you’ll need to purchase a dedicated phone number for your agent. If you purchase a phone number for your agent to accept phone calls, you can use it for SMS messages as well. (Like the phone agent option, some form fields are incompatible with text messaging.)

WhatsApp

The WhatsApp window lets you connect your agent with your WhatsApp account, allowing your customers to engage with your agent directly through WhatsApp. This is an easy way to reach your customers on a platform they’re already used to.

Messenger

You can also connect your agent with Messenger to let customers directly engage with your agent through that platform. Similar to the WhatsApp option, just link your account via this window.

Platforms

The Platforms window lets you easily add your agent to a variety of external platforms, including Wix, Shopify, and WordPress. Just select your desired platform, choose your preferred embed style, and copy the code.

Let customers interact with your AI Agent as an app

Smartphone apps have become the way we do business with brands, plan outings, order food, and more. So when your customers have questions, why not have your organization’s agent be available to personally chat with them through an app as well?

The benefits of converting your AI Agent into an app include

• Making your agent instantly available directly from users’ mobile devices
• Elevating customer interactions with 24-7 availability 
• Improving customer satisfaction through your agent’s knowledge and expertise
• Raising customer engagement by meeting users where they’re at — on the devices they use every day

With Jotform’s Agent App feature, you can customize your app’s icon, name, splash screen, and push notifications to create a distinctive experience. Let’s take a quick walk though.

The Agent App window lets you instantly turn your agent into a downloadable app. Choose from the options to customize the app’s icon, name, and splash screen, and choose how you’d like to share the app. Preview your app’s appearance in real time in the Agent App Preview sidebar.

Name your app and set the app icon in the App Icon & Name screen.

Splash Screen allows you to adjust how the app appears when a customer first opens it.

In Push Notifications, you can also elect to send notifications to anyone who’s downloaded your app — just another way of extending good customer service to your audience, while extending the customer reach of your brand.

We invite you to learn more about sharing your agent as an app.

Once your agent has been built, trained, and set to cover your desired channels, you can customize other settings from the main agent Settings menu.

Select Settings in the menu bar.

In the Settings menu, you can set agent permissions, grant conversation history access to users, and enable or disable your agent. You can also customize notification options.

Enter the email addresses you’d like to receive agent notifications in the Send Conversation Notification Emails modal.

For learning and training purposes, we’d suggest toggling on Get Emails When Your Agent Needs Answers.

Data security

At Jotform, your security and privacy are our top priorities. Empowering you to safely collect, manage, and organize information across our various platforms is the lifeblood of our business.

Our AI Agents are designed with robust security measures to ensure your information remains safe, confidential, and compliant with global standards.

We invite you to learn more about Jotform’s AI Agent security in detail. We use OpenAI technology for our AI processing. Learn more about OpenAI’s security practices.

If you have additional questions, please let us know!

On your My Agents homepage, it’s easy to view and edit your existing agents, review customer conversations, and disable, delete, or archive your agent.

Hover over your agent and select Conversations to review your agent’s conversations.

The Conversations interface shows the transcript of each conversation your agent has had, and lets you download the transcript for easy reference. Use the search box to quickly find customer or user details within your transcripts.

If you want to invite someone to view your agents’ conversations, use the Share button to send them a link or an invitation email.

You can customize permissions from the Share Settings menu as well.

To improve your agent, you can offer feedback on specific responses by selecting the thumbs up/thumbs down icons. You can also rate the entire conversation and leave feedback with the Rate this conversation and share feedback option at the end of the conversation.

How to convert a form into an agent from the Form Builder

While you can link multiple forms to your agent directly from the AI Agent Builder, you can also instantly turn a form you’re working on into an AI Agent. Here’s how.

1. In the Form Builder, select Publish. In the Publish sidebar, select AI Agents. Here, you can enter training information in the text box (you can also wait to do this from the main AI Agent Builder interface). Select Create Agent to convert your form into an agent. The AI Agent Builder interface will open.

Alternatively, you can select Create Agent from the Quick Share window.

2. You can also create an agent directly from your My Forms page. Select your form, select More, then select Create Agent from the menu.

It’s intuitive and easy to create, train, and manage AI Agents.

That said, we’ve made sure to create a slew of handy resources you can lean upon to learn more about Jotform AI Agents and quickly get started.

7,000+ free AI Agent templates

We’ve made getting started with your agent as easy as possible with thousands of customizable agent templates for you to choose from. Just select Use Agent to open a template in the AI Agent Builder for customization.

Helpful AI Agent user guides

Are you wondering…

• How to create an AI Agent from an existing form?
• How to adjust the chattiness of the AI Agent?
• How to use your own photos as avatars?
• How to train your agent with questions and answers?
• How to have your agent search for specific keywords in a particular website?

You can find the answers to these questions and many more about designing, training, and publishing your agents, as well as topics around integrations, security platforms, and more in our comprehensive Jotform AI Agents user guides.

AI Agent how-to videos

Almost everyone uses YouTube as a go-to resource these days. If YouTube learning is what you dig, we’ve created numerous videos for you to get caught up on the latest with our AI Agents.

How to Use AI Agents for Real-Time FAQ Assistance

How to Train a Jotform AI Agent Using URLs

How Jotform AI Agents Streamline Customer Feedback Workflows

Visit our Jotform AI Agents playlist to check them all out.

Jotform AI Agent pricing

Pricing and feature limits for AI Agents vary based on your Jotform plan, but we’re proud to offer limited agent use free of charge.

Free users can have up to five active agents, with monthly limits of 100 conversations, 10,000 sessions (including chatbot views, page refreshes, and phone call starts), and 30 minutes of phone or web call interactions.

Additionally, there’s a 1M character limit for your Knowledge Base resources across all agents in your account. If you want to have a designated phone number for your agent to use to accept phone calls and SMS messages, the cost is $10 per number, per month, with 250 SMS messages per month.

For more information on our plans and limits, check out Jotform’s AI Agent pricing page.

“Figuring out how AI can help feed a continuous loop — where users’ data is creating insights that help shape and expand their business — that’s the key.

“So when we think of AI, we think of improving product functionality, but we also want to leverage AI to create business value for users that reaches beyond functional usability.”

These were the words of Mustafa Öger, Jotform’s vice president of product development, in 2024.

With the launch of Jotform AI Agents, that business value has manifested today into a customer-service focused product. AI Agents are designed to fulfill a number of functions:

• Streamline data collection workflows by automating repetitive tasks, freeing you up for more meaningful work
• Provide real-time support to your customers at scale, thus increasing engagement
• Unify your branded support efforts across multiple platforms, ensuring a consistent customer experience
• Offer dynamic (and instant) step-by-step assistance, helping to reduce errors and giving more nuanced customer answers and data
• Deliver personalized conversations tailored to your preferences and behavior patterns,  reinforcing your brand and customer satisfaction at the same time

We now live in a world where consumers expect real-time engagement and responses from the businesses and organizations they interact with. But what if the customer is in a different time zone? What if they speak a different language? What if your staff is on vacation, or sick?

Jotform Al Agents support you by providing the coverage needed to answer customer inquiries — with an understanding of your organization’s voice and mission — just like a member of your team.

AI technology is accelerating rapidly. Businesses and organizations will need to keep up and learn how to integrate AI in a meaningful and responsible way to gain efficiency and remain competitive.

We believe the best way to start is by using AI to support your customer service efforts, expanding your business in the process.