You’ve probably noticed that the rise of artificial intelligence has inspired many people to use it to streamline their work, saving time and resources. Nonprofit organizations, in particular, have taken notice.
According to Twilio’s 2024 State of Nonprofit Digital Engagement Report, 90 percent of the nonprofits surveyed said they are using AI in some way. And on top of that, the research found that 58 percent of nonprofits surveyed use AI for communication — a higher percentage than in the private sector.
AI tools have the potential to save nonprofits a significant amount of time by handling everything from messaging with supporters to sophisticated data analysis, thanks to robust machine learning algorithms. What’s more, the wide variety of AI tools available make it suitable for all kinds of use cases.
Enter Jotform’s newest offering: Jotform AI Agents. AI Agents are designed to help you enhance communication, automate tasks, and do more with less. This exciting new tool can help your nonprofit make the most of its resources to achieve its mission.
What exactly are Jotform AI Agents?
Jotform AI Agents are more than just chatbots — they’re powerful customer service tools that can make decisions, offer solutions, and take action on their own, based on the training you provide.
AI agents can answer questions and act on responses in a conversational format, handling tasks automatically while maintaining a personal touch.
You can customize your agent by selecting an avatar from Jotform’s AI Agent directory, generating one using keywords, or uploading your own in the Agent Builder. Then train your agent by connecting it to your Jotform forms, specifying actions to take for certain triggers, adding to your agent’s knowledge base, and more.
To learn more about how to train your agent, check out our handy step-by-step guide.
Please note that AI Agents are not enabled by default on Jotform Enterprise accounts. An Enterprise Admin must enable them for their organization from the Admin Console Settings.
Why AI Agents for nonprofits?
Nonprofits often have limited resources and staff. AI Agents can handle a range of tasks automatically, such as data management and analysis, while providing a friendly, approachable way for clients, supporters, volunteers, and others to communicate with you.
For example, instead of asking clients or donors to find and fill out multiple online forms, Jotform AI Agents can collect information for multiple forms in one conversation thread. The user can just tell the agent what they’d like to do, whether it’s to submit a donation, ask a question, sign up as a volunteer, or all of the above — and the agent can handle it all in one exchange. It’s a win-win for everyone.
Simply put, AI Agents can help you save a lot of time. And for any nonprofit, time can be precious.
Make use of every feature from Jotform AI Agents
While Jotform AI Agents aren’t just chatbots, you can certainly use an agent as one. It can answer frequently asked questions on your behalf or help respondents navigate forms, and your chatbot agent can be easily embedded anywhere on your website.
You can integrate Jotform’s AI agents with WhatsApp as well. With this option, you can interact with people on a channel they’re already using, and they can get instant, accurate responses.
If you really want to take interactions up a notch, though, there are options beyond just text-based exchanges. You can create your own Voice AI Agent for those who want to speak to someone through your website. With a Phone AI Agent, you’ll get a dedicated phone number to share with those who want to ask questions the old-school way.
Set up your AI Agent to also automate tasks like scheduling appointments on Google Calendar, sending messages via Slack, and collecting e-signatures (and that’s just scratching the surface).
The possibilities for AI Agents are practically limitless, so take advantage of the extensive functionality options to help your nonprofit reach its potential.
8 ways your nonprofit can use Jotform AI Agents
Not quite sure where to start? No worries. Read on to find eight different ways your nonprofit can boost its impact with Jotform’s AI Agents.
1. Answer frequently asked questions (FAQs)
Answering the same questions over and over can take a lot out of your nonprofit’s staff. Why not automate that process with an AI Agent?
Train your agent to answer frequently asked questions like
- Where are you located?
- How do I contact your team?
- How can I volunteer?
- How much is a membership?
- Where can I donate?
Your agent can serve as a one-stop shop for anyone curious about your organization. Connect it with multiple forms, such as surveys or contact forms, so you can collect a variety of information in one place.
You can also set up specific actions for your agent to take in response to questions, making processes more convenient for everyone. You can even use the Phone AI Agent option with a Jotform-provided phone number to serve those who would rather call for information.
Get started with our Nonprofit Organization Chatbot template, and customize it to fit your nonprofit’s needs.
2. Collect donations
Many nonprofits depend on donations. Optimize the donation process and reduce roadblocks for potential donors by making it more convenient for them to give.
Just connect your Jotform AI Agent to a donation form that’s integrated with a payment processor like Square, Stripe, PayPal, or other option.
Instead of donors searching for your donation page, your AI Agent can simply collect donations by asking respondents questions from your donation form and filling it out on their behalf. Or take advantage of the WhatsApp AI Agent option to expand your reach.
To get started quickly, you can explore the 100-plus donation AI Agent templates in our directory and tailor them to your organization’s needs.
3. Manage volunteers
Handling volunteer information can be a headache, especially if you have a lot of volunteers or a big event. Why not use AI Agents to automate the signup and data collection process? Have volunteers sign up, share availability, schedule shifts, and ask about roles with a Volunteer Manager AI Agent. The agent can give instant answers to questions like
- Is there a minimum time commitment for volunteers?
- What types of volunteer roles are available?
- What specific skills do volunteers need to have?
4. Accept job and vendor applications
Create an AI Agent to manage application processes for job or vendor applications. Your agent will be able to accept uploaded files like resumes or agreements.
That’s not all, though.
For example, you can also train your agent to automatically send uploaded resumes and cover letters to cloud storage software like Google Drive, OneDrive, or Dropbox to share with other team members.
To do this, just set up an Action prompt for your agent and connect it to the corresponding application workflow. You can also set up actions to notify team members of submissions or trigger approval processes.
You’ll then have a completely automated process for incoming applications.
5. Expedite member registrations
For nonprofits like associations that rely on memberships, AI Agents can make the process of joining more interactive than just filling out a form. Potential members can also get instant answers to their questions before they commit.
You can link your membership application form to your agent so potential members can answer a series of questions to fill out. Member data will automatically be entered into a corresponding Jotform Table for your membership form. You can also integrate your forms with Google Sheets, Microsoft Excel, and other third-party software.
Use Jotform’s Nonprofit Membership AI Agent template, which is already connected to a membership form template, to start collecting member registrations.
6. Automate day-to-day operations
There are only so many hours in a workday, and that time shouldn’t be spent on mundane administrative tasks. Train AI Agents to trigger automations, so you can focus on accomplishing your organization’s mission.
For example, you can use the Send Email option in Tools to train your agent to send emails in response to specific triggers. You can use AI to generate email content, then instruct your agent on when to send the email, and to whom, through a prompt.
You can also instruct your agent to trigger approval workflows to avoid operational bottlenecks and make sure that your processes go smoothly.
7. Gain valuable feedback from constituents
The first step to improving something is knowing what needs attention. That’s why feedback from constituents is so important. Use AI Agents with survey forms to easily collect responses and learn how others think your nonprofit can improve.
Want to know how your volunteers are faring? Use an agent to ask them questions and fill out a survey. Holding an annual fundraising event? Invite attendees to speak with your agent after the function. Jotform’s Feedback AI Agent templates are versatile, so experiment with the templates here for almost any use case.
8. Schedule appointments for services
For nonprofits that organize recurring services, it’s incredibly important to keep them organized. Use an AI agent to let community members schedule their own appointments for services like food pantry pickups. That way, organizers can focus on other logistics, and people can make appointments effortlessly.
You can also train your AI Agent to answer frequently asked questions about rescheduling appointments, your organization’s address, operating hours, and any instructions for using your services.
Conclusion
Nonprofits perform incredibly important work, but a lack of resources, plus mountains of tedious tasks, can take time away from making an impact.
Jotform AI Agents can transform your organization’s day-to-day work, so try out agents for any (or all!) of the use cases above. And most importantly, use agents to spend more time on your main mission: connecting with communities.
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