you may have seen jot form's amazing launch of their new AI agent but you may be wondering what makes jot form stand out from other AI agents how can you set up an AI agent that responds instantly to any customer anywhere anytime even while you're sleeping what's the difference between a WhatsApp agent chatbot agent phone agent voice agent and how can you do this without any complicated text set off and doing it all for free because they have a very generous free plan well since I partnered with platform I'm able to take a deep look and show you every feature step by step but stick with me to the end because I'm going to show you one tip that makes the AI agent Smarter with every single chat yeah it's pretty crazy so let's get started making our first AI agent step number one go to jot for. a or you can click the link in the description down below that will take you to this page as you can see the future of customer service and you can see one one of the four key things that jot form has nailed is their friendly personalities and we're going to see a lot more of that once we go through this video now how to make an account is just to click on create your AI agent here it's free and immediately you'll be taken into step number two set up the AI agent as you can see there are six different AI agents that you can pick between and the principle that they have here is that they want your AI agent to be everywhere if you're at a store you can text it with WhatsApp if you're in the car you can call it on the phone focusing heavily on being everywhere the user might be interacting with it a real world example that I want to set up in this video is somebody that has a restaurant that gets questions all the time about reservation and what's on the menu and and this can work 24/7 even when they sleep so let's click on WhatsApp and click on next then we can either start from scratch start with the form use template or clone yourself I already tried to clone myself which had a very interesting result however the one that is going to be most applicable for most people is to use a template as you can see they have thousands I believe of templates or agents now these have been trained on special prompts and going back and forth with the agent to train it on being an expert in exactly what you want by just searching restaurant I found that they have a lot of different restaurant agents I think this is the one that I'm going to use the order AI agent so let's click on that and right away we have our order agent ready to go hello I'm your your AI agent here to help your restaurant order what delicious dish are you craving today we can either select these two options or we can go type what do you have on the menu appetizers like crispy onion ring soups like cream of wild mushroom okay I'm getting ahead of myself I'll demo it a little bit later once we've set up more things but let's click back here and go to the next step customize the agent so as you can see we selected the WhatsApp version of it but on this side here you can select SMS phone voice chat bot that could pop up in a lower right and Standalone that looks like this I'm going to customize it by going to this button in the top and here you can see the gallery of the friendly avatars that they have absolutely nailed it's impossible to pick a bad option which many soft softwares have and this is all to the benefit of the customer we also have generate here where if you click that you can see you get the exact prompt that they used to generate this girl here and you can even change it so if you don't like that she is holding a sandwich you could easily do holding a pizza generate Avatar that's really incredible we can also upload our own avatar just from a picture for for example the Avatar we use in the newsletter I can click on remove background and save and there we have my avatar that actually looks so good even in the top of the chat besides the Avatar you can also change the style so here we can have a start color which is the top color here that I'm going to bring to be a little bit more dark and then we can change the end color to be another tone of blue and maybe even darker or even brighter like this let's go back to the restaurant theme of this video by AI mate in the top we can select different color schemes that they have applied for us even changing it to dark mode I'm going to pick this one and I'm going to set the end the color to a little bit brighter and the start color a little bit brighter as well I think this looks quite good also I'll change the title color to Black and this is where you can change the agent name Victor and the agent rooll you can also select the background style you can upload or generate background images different chat style button Styles and layouts adding your own logo in here as well and they make it very simple to make a beautiful looking chat bot with Gorgeous looking avatars so now that we've set up how it looks like we're going to go to the next step train the AI agent so as you can see we going to click on train and here is where you can add knowledge actions tools forms and teach your agent and this is where jot form stands out from the rest if you go in the bottom right hand corner you can already start teaching your agent just like if you were to have an employee you would train them and talk to them every day to teach them important things it works very similarly inside of jot form click on the AI Persona here again you can change a couple of the default settings here customize the chat response length if you want it to be longer and really chatty apparently I like minimalist you can select a voice here as well let's take a quick listen jotform AI agents are powerful tools that handle tasks we have a lot to pick from that is really high quality AI voices sound really natural these days so they're actually quite comfortable talking to you also see voice guidelines here your main goal is to maintain a friendly provide clear and these are very important to have in your chat bot to get it to respond how you want it to and then we have knowledge base but the first thing that we can do is to add new knowledge here we can train it on knowledge link file questions and answers so if you have a website and you have your menu on the website in Tex text format you can just provide your link here if you have the knowledge in a file like a PDF you can do it here but if you just want to text it kind of right now you can tell it our menu is and then list out your menu but what I recommend most people do is to upload a file with all of your FAQs so I have this FAQ company doc that answers a bunch of questions now this is not for restaurants it's more for software but if I take that file download it and upload it just like this describe how our agent should use it use it to answer frequently asked questions save and the agent is now reading it and taking that into its memory from your opening times to your support email and if you compare this to other chatbot Builders they only give the option to up load FAQs and documents while the real secret is in teaching your agent after every chat that it has with somebody else and I'm going to show you that in just a minute so you can now see that we've updated our knowledge base now the next step is to add actions as you can see we can select a when tag that is customizable for the situation so if the user wants to order food you can do any of these things making an appointment find a website even send API request but the main one Phil form can be extremely beneficial for any real estate agent travel agent moving companies the list goes on and on and when people fill out the form that's a qualified lead to your business so you can go as deep as you want on these actions but the next thing is tools so these are automations for your agent they can and take notes or notify you when specific topics are mentioned you can ask for information store that and a bunch more set appointments send emails set appointments in your Google calendar send to Google Drive so you can really use it as your own assistant and even send messages and slack they just launch so if you have a request for a tool you can ask for that in this box here next we have forms here you can see we have a restaurant order form this is from the template that my AI agent has for me I have a restaurant order form set up in the back end it looks like this and then we have teach your agent as you can see it says prepare your agent simply by talking so let's test that for a minute hey I'm wondering what do you know and there she goes I know quite a bit about Acme restaurant the cuisine order options special instructions even payment methods and location which addresses do you deliver to so they said you can pick between restaurant a restaurant B when filling out the order form how does the order form look oh here you go this is all of what is on the order form and that's what I just showed you and she's actually listing it out step by step what's on there and here is the restaurant order form the crazy part is you can start asking it questions that it doesn't know and then when we go into to the back end you can see that we have this missing knowledge here that you can answer and it gets smarter with each interaction I've never seen this before and I think this is a brilliant idea I'm going to ask it can I tell you all these things with questions so I don't have to do the order form I think there is an action that I can set up that is fill form and restaurant order form as you can see I can click save now and then if we preview it again and now I'm not in the training but I'm in the real one I'm going to click on order from the restaurant it want to get name and the provide my email and it seems like we can actually click here on open form and then we can fill it out here as well manually if we don't want to use the chat to potentially do it even quicker so this is really amazing for the customer thinking about seeing that this is live 24/7 and your restaurant is closed you can still learn about menu options dietary restrictions and a lot more but for anybody to be able to use this you need to go to the next step publish so I'm going to click on the publish button in the top here right away you get a sharable link that you can copy and give to somebody else how this looks like is the Standalone version that we just created this is also the one that you can embed on your website as a chatbot or even WordPress light box or popup we also have a chatbot agent phone agent which is very valuable for businesses where you can buy a phone number for $10 a month the voice agent I want to show you in a minute SMS agent works with phone as well WhatsApp Messenger platform that allows you to integrate it with your favorite website creators and and an AI Agent app but I want to test out Victoria's voice model hello I'm Victoria your friendly AI agent here to help with your order how can I help you I was thinking about ordering some food great choice what type of food are you in the mood for today I was thinking about some crispy onion rings crispy onion rings sound delicious would you like to add anything else to your order yeah can you mention some things that you have we have a variety of delicious option options including Thai spring rolls cream of wild mushroom soup classic hamburger and Dutch apple pie among others would you like to add something specific yeah can I get some of those uh Thai spring rolls and you said apple pie can I get that as well you will need to pay at the end of our conversation first may I have your full name please so I stopped a there because it wanted me to basically fill out the form via voice so I bet there are better way ways to set this up that I haven't found out and I also want to be transparent that right now as I tested it the latency to actually get an answer was quite High however this is their launch day so it might be a lot of people using it right now on launch day so if you're watching this video go and check out voice agents and the phone agents cuz I have seen them be quite quick in other demos but the last question that you might be wondering about is what's the price so as we can see we have yearly pricing turned on and for the free plan they actually have a very generous free plan the next level is the $19 per month if you do it in the yearly plan you can see you save 50% off here it's $39 a month if you want to pay monthly what you get when you upgrade to different tiers is 25 agents 50 agents 100 agents and pretty much it just goes up and up and up the more you pay there is also an Enterprise level where you can get unlimited that also gives you a lot more things it's also important to note that you do get a jot form branding on the free plan but on the paid plans that goes away which might make for a more userfriendly experience but the main question that you have to ask yourself is is this worth it well if this takes care of your customer support and you have one person on payroll just think about how much you're paying them or if you ask yourself if you're a solopreneur how much time are you spending each and every week on task like this and is it worth to pay some money to free your time for me that obviously makes sense I have five team members so to give tools like this in their hands and freeing them up to do more and better work is definitely worth it but the best part is that you can get started Ed for free test out all the features and see if this is completely right for you just go in the link in the description down below and will take you to this website just click on create your AI agent and you'll be on your way to create your first AI agent I hope that this was helpful to you and thank you so much for watching the video subscribe for more and I'll see you in the next one