Jotform AI Agents for Real-Time FAQs

Mar 3, 2025

Jotform AI Agents for Real-Time FAQ Support

Introduction

  • Presenter: Kimberly from Jotform
  • Topic: Utilizing Jotform AI Agents for providing real-time FAQ support

Overview

  • AI agents can answer FAQs in real-time using a database.
  • Useful for saving time and automating responses.
  • Example used: A hotel feedback form.

Steps to Set Up AI Agents

1. Creating an AI Agent

  • Begin by editing an existing form (e.g., hotel feedback form).
  • Navigate to "Agents" in the top left corner to create a new agent.
  • Options for starting:
    • From scratch
    • With a form
    • Using a template
    • Cloning an existing agent
  • Example used: Choosing the hotel feedback form to create an agent.

2. Design and Train the AI

  • Design Tab: Adjust the look and avatar of the AI agent.
  • Train Tab: Configure the agent's knowledge base.

3. Knowledge Base Configuration

  • Options for Training:
    • Type specific knowledge.
    • Use a link to an FAQ section.
    • Upload a PDF document.
    • Enter individual questions and answers.
  • Example used: Using a hotel website's FAQ page.
    • Ability to crawl up to 10 pages from the website.
    • Selected pages include spa, fitness services, pet-friendly options, guest rooms, menu, tours, sporting events, neighborhood, and accessibility.

Previewing and Using the AI Agent

  • Preview Mode:
    • Interaction with the AI agent named "Luna."
    • Capabilities include providing hotel feedback, exploring wellness services, and accessing pet-friendly options.
    • Example questions:
      • "What are your spa services?"
      • "Can I bring my dog?"
      • "Do you offer concierge services?"
      • Response about restaurant: "The Blue Mermaid"
  • Feedback Form Integration:
    • Agent can assist in filling out the feedback form by asking for full name, etc.

Conclusion

  • Offers a seamless method for users to interact and get real-time information.
  • Encourages engagement through questions and feedback.

Call to Action

  • Questions can be asked in the comments.
  • Encourages viewers to like, subscribe, and turn on notifications.

Remember, these notes provide a high-level overview of how Jotform's AI agents can be used to enhance FAQ support and automate responses for efficiency.

Full transcript