How to Use AI Agents to Boost Sales and Customer Engagement

February 25, 2025

In today’s digital world, businesses need to engage customers efficiently while maximizing sales. AI-powered sales chatbots can automate customer interactions, providing instant, personalized responses that help guide users toward purchasing decisions.

With Jotform’s AI Agent, you can create a chatbot that answers customer questions, handles objections, and encourages sales—all without human intervention.

For example, you are selling an online course or eBook and want an AI chatbot to assist potential buyers, answer questions, and guide them toward making a purchase.

Training Your Agent to Answer Questions

The first thing you need to do is train your AI Agent with common FAQs and answers, specifying how your agent should respond. Let’s do it!

  1. In the AI Agent Builder, click on Train.
  2. Go to Actions in the left panel.
Train Tab and Action Options in AI Agent Builder in Jotform
  1. On the next page, set up your Actions.
Setup Actions in AI Agent Builder in Jotform

The sample actions is as follows:

  • WHEN: User asks about
  • ABOUT: What is included in the product?
  • DO: Says exact message
  • MESSAGE: Our Online Marketing Guide includes step-by-step tutorials, a downloadable workbook, exclusive strategy templates, and lifetime access to updates.
  1. Click Save to save the changes.

Pro Tip

To learn more about training your AI Agent see How to Train Your Agent and How to Customize Actions and Triggers.

Handling Purchase Requests

Your AI Agent should also assist customers in making a purchase. Set up another action to guide them toward the payment page. Follow the same steps about on how to set it up.

  • WHEN: User asks about purchasing
  • ABOUT: How do I buy the product? / I want to purchase
  • DO: Fill a Form
  • MESSAGE: That’s great! You can purchase the Online Marketing Guide by clicking the button below. Once payment is complete, you’ll receive instant access to all materials.
Action Options Setting Up of Handling Purchase Request in AI Agent Jotform Builder

Providing Customer Support After Purchase

After a customer completes their purchase, your AI Agent should assist with product access, refunds, and general support. The following are samples of the Purchase Post Actions Setup.

WHEN: User asks about accessing the product
ABOUT: How do I access my product after purchase?
DO: Says exact message
MESSAGE: You’ll receive an email with your download link and login details. You can also access the product from your account dashboard.

Actions Option Setting Up on Providing Support After Purchase in AI Agent Builder in Jotform

WHEN: User asks about
ABOUT: Do you offer refunds?
DO: Says exact message
MESSAGE: Yes! We offer a 30-day money-back guarantee. If you’re not satisfied, contact us within 30 days for a full refund.

Actions Option Setting Up on Providing Support After Purchase in AI Agent Builder in Jotform

That’s it! Here’s the sample result of the conversation with the AI after setting it up.

Sample Conversation Result of AI Agent in Jotform
Customer Asking for the Product and How to Purchase
Sample Conversation Result of AI Agent in Jotform
Customer Purchasing the Product
Sample Conversation Result of AI Agent in Jotform
Customer Asking if Refund is Available

Feel free to test the AI Agent demo here.

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/

Contact Jotform Support: https://www.jotform.com/contact/

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