How to Use JotForm's AI Agents to Answer FAQs

Introduction

• AI agents can instantly reply to frequently asked questions by pulling information from provided data.
• JotForm's AI agents can be trained and customized to fit your brand and needs.

Navigating the AI Agents Platform

• Accessing AI Agents: Start from the AI agents landing page or navigate from 'My Forms' to 'My Agents'.
• Example Used: 'Luna', the feedback assistant, is used as the example for demonstration.

Training Your AI Agent

• Training Tab: Customize all aspects to make the AI agent align with your brand.
• Edit Features:
  • Adjust chattiness (minimalist to chatty).
  • Add specific instructions or use default settings.
  • Select default language.
  • Change tone of voice (casual, professional, friendly).

Knowledge Base

• Importance: The central repository from which the AI pulls information to answer questions.
• Adding Information:
  • Type Directly: Manually input knowledge.
  • Pull from a Link: Crawl up to 10 pages from a single website link.
  • Upload a Document: Use PDFs or other files.
  • Q&A: Directly input common questions and answers.
• Handling Unknown Questions:
  • Address questions that the AI cannot initially answer by updating the knowledge base.
  • Example: Distance from the Golden Gate Bridge was added for future inquiries.

Example: Testing AI Agent

• Scenario Testing:
  • Asked about the distance from Golden Gate Bridge – successfully retrieved updated information.
  • Inquired about wedding arrangements (e.g., guest capacity) – provided detailed answers.

Enhancing AI Agent Performance

• The more data and detailed information provided, the better the AI can assist users.

Conclusion

• For any questions or feedback, users can engage in the comments.
• Encourage viewers to like, subscribe, and turn on notifications for future updates.

Next Steps

• Engage with the AI agents by providing comprehensive data for more accurate responses.
• Stay updated with new features by subscribing to the channel.