Setting Up JotForm's AI Agent Guide

Mar 5, 2025

Lecture Notes: Setting Up JotForm's AI Agent

Introduction

  • JotForm has launched a new AI agent.
  • Unique selling points:
    • Instant customer response 24/7.
    • Multiple types of agents: WhatsApp, Chatbot, Phone, Voice.
    • No complicated setup and free plan available.
  • This lecture will show step-by-step setup and a tip to make your AI smarter.

Getting Started

  1. Create an Account: Login to JotForm

    • Visit JotForm’s website.
    • Click on 'Create your AI agent'.
    • Choose from six different AI agent types.

  2. Example Setup for a Restaurant

    • Demonstrates a restaurant use-case.

Setting Up the AI Agent

Choosing an AI Agent Type

  • WhatsApp Agent: Start with a template or from scratch.
  • Templates are pre-trained on specialized prompts.
  • Select template for restaurant orders.
  • Customization options:
    • Avatars: Choose or generate, upload images.
    • Color Scheme: Change start and end colors.
    • Chat style: Modify chat style, button styles.

Training the AI Agent

  1. Train and Customize

    • Add knowledge, actions, tools, forms.
    • Train it like an employee; update knowledge base.

  2. Customize Chat and Response

    • Modify chat response length and voice settings.
    • Add FAQs via link, file, or text.

  3. Knowledge Base and Actions

    • Add FAQs and important documents.
    • Set actions for specific tags (e.g., fill forms, send requests).
    • Automations: Notes, notifications, integrations (e.g., Google Calendar).

Publishing the AI Agent

  • Get a shareable link.
  • Embed on websites as a chatbot or standalone.
  • Integrate with platforms like WordPress.

Additional Features

  • Voice and Phone Agents: Test the Victoria voice model.
  • Interactive Order Form: Fill out via chat or manually.

Pricing

  • Free Plan: Generous features.
  • Paid tiers start at $19/month (annual billing), up to enterprise level.
  • Free plan includes JotForm branding.

Cost-Benefit Analysis

  • Consider time-saving for customer support.
  • Beneficial for businesses with limited resources for customer care.
  • Test for free to evaluate benefits.

Conclusion

  • JotForm’s AI agent can significantly reduce customer service workload.
  • Free version available to try before committing financially.
  • Useful for solopreneurs and larger teams to improve efficiency and focus on higher-level tasks.

Full transcript