How to Set Up Your First AI Agent

February 25, 2025

Creating an AI Agent from scratch provides full control over its function and behavior. Jotform AI Agents automate tasks, answer questions, or guide users through a process, making interactions more efficient. The process starts by defining the AI Agent’s role based on its intended purpose. After setting its function, training it with relevant data ensures accurate responses and adaptability. Fine-tuning its interactions helps create a smooth and user-friendly experience.


You can create an AI Agent from scratch directly from your My Agents page, where you manage all your AI Agents in one place. Here’s how to do it:

  1. On your My Agents page, click on the purple Create Agent button in the top-left corner.
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  1. Next, select the Primary Channel for your AI Agent and click on Next.
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  1. On the Create an Agent screen, click on Start From Scratch.
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  1. Now, on the Describe the Agent page that opens, enter the description of the AI Agent you want to create in the box or click on a button below it for a predefined one, and then click on Create.
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This generates an AI Agent based on the description you entered and redirects you to AI Agent Builder to further customize it.

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For more details, check out our guides on How to Customize Agent Avatar and How to Customize Agent Design.

To train your AI Agent for accurate responses, set context, prioritize instructions, refine its behavior through conversation, and customize how it interacts, you might also want to check out these guides:

Jotform AI Agents
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

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