Managing your AI Agent conversations, settings, and data

Monitoring how your agents are performing and managing their data is simple. So is controlling their access and permissions settings.

How to view and manage your AI Agent data

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 agent’s 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.

Your agent settings and a word about data security

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.

In relation to data security, Jotform AI Agents are protected by Jotform’s comprehensive security standards, including adherence to robust enterprise security measures and secure data storage within Jotform’s SOC 2–compliant infrastructure.

As for model training, we leverage OpenAI’s GPT-4 technology to power intelligent and responsive AI agents. While we use your form and form field content to personalize and optimize your AI Agent experience, your data is not used to train or improve our underlying AI systems.

OpenAI is committed to data privacy and security. Although all data is processed in real-time, please note that, for debugging and monitoring purposes, OpenAI retains user data for up to 30 days.

We invite you to learn more about Jotform’s AI Agent security by browsing the security page of our website, and you can learn more about OpenAI's security practices in detail by reading their security pages.

Jotform AI Agent & Chatbot app

Good news, for those who’d like a more holistic app experience, Jotform AI Agents are now available for download on the App Store and Google Play with the Jotform AI Agent & Chatbot app.

Whereas the Agent App feature of the AI Agent Builder lets you share your agent with users as an app, the Jotform AI Agent & Chatbot app lets you build, train, and manage your agents directly from an app on your phone.

A cool feature of the app is that it allows you to manually take over your AI conversations in real time when they need human intervention. It’s the perfect balance of automation and human support.

You can also receive takeover requests via push notifications, even when you’re away from your computer or device.

A few other key benefits of the Jotform AI Agent app are

• Real-time assistance: Instantly respond to user queries, automate customer support, and reduce wait times with AI-driven responses.
• Mobile convenience: All the benefits of AI Agents are accessible on your mobile device, helping you manage customer interactions on the go.
• 24-7 availability: AI Agents work round the clock to ensure users get instant responses anytime, anywhere

Also, on the mobile Jotform AI Agent app you can view a list of all your agents and their conversations in one place. 

Apple and Android users can scan the QR code here to download and try out the app today!