Jotform AI Agents: The Future of Customer Service

Meet Jotform AI Agents, the future for businesses looking to increase efficiency, reduce costs, and improve customer service and productivity. AI Agents, Jotform’s innovative new AI-powered customer service tools, transform a world in which businesses face challenges like repetitive tasks, complex workflows and managing customer engagement across multiple channels. 

Instead, AI Agents usher in a new environment for small businesses, enterprises, healthcare providers and individuals in which they can respond instantly to any customer, anytime and anywhere, elevating user experience and satisfaction and revolutionising operational efficiency.

AI Agents are powerful customer service tools that use intelligent task automation and advanced AI techniques to provide real-time assistance, answer user queries and guide customers through processes such as form-filling, responding to questions and queries or troubleshooting. This gives businesses a significant advantage: the ability to respond instantly to user inquiries and deliver accurate, entirely customisable and human-centric assistance, 24/7 across all channels.

Adaptability, customisation and enhanced productivity

The product’s adaptability and multi-channel deployment options provide businesses and individuals with a versatile suite of agents for every scenario. AI Agents operate across platforms including web, chat, phone, voice, app, WhatsApp and Messenger for consistent user experience and optimised brand engagement. 

Each of these channel-specific agents is fully customisable – Jotform has more than 7,000 AI Agent templates to choose from, each offering a human-centric way of transforming routine interactions into meaningful relationships through personalised and engaging conversations. 

The product has been specifically designed for ease of use and the ability to provide Jotform’s customers with immediate operational impact. For example, AI Agents can be easily integrated onto any website with a simple copy and past embed code that requires no knowledge of coding or previous experience of building AI agents. 

Users can also integrate their agent with popular apps and services like Slack, Google Calendar, Box, Dropbox, Egnyte and OneDrive. This enables the seamless synching of organisational data, ensures team members receive updates and relevant information in a timely way, and enhances workflow processes and productivity. 

Personalised behaviour, persona and response

The ability of any AI agent to effectively engage customers in a meaningful and appropriate way is crucial. To this end, AI Agents’ behaviour and responses can be easily customised. Users can create unique identities for their agent through Jotform’s Persona feature, which provides the ability to tailor agent name, chattiness, role, communication style, language and tone of voice to ensure responses and persona align with brand identity. 

Businesses can also define and control how agents respond in specific situations, like asking for an email at the start of a conversation, creating tasks, scheduling tickets or analysing customer sentiment to offer priority support at the appropriate time. These actions are controlled by specific Smart Triggers that activate responses based on variables such as user actions, keywords or timing.

Other key features of AI Agents include the ability to gather, validate and organise user data from conversational interactions, handle calls, transcribe conversations and provide human-like voice interactions in real time.

Unique training methods and applications

To deliver this transformative level of agentic interaction, AI Agents use advanced AI technologies and capabilities based on Jotform’s legacy of industry-leading innovation – the company serves more than 30 million users worldwide, making organisations more productive and successful.

The company has ensured AI Agents continue to learn and evolve within an organisation or business model by creating unique and innovative training methods. Through this approach, users can develop an agent’s knowledge base and capabilities by inputting text-based information, website links, chat interactions, Q&As and other content the model can ‘learn’ from. 

This means AI Agents are suitable for a broad scope of applications and industries. For example, small businesses, enterprises, education institutions and healthcare providers can use the AI for tasks including customer support, simplifying appointments and scheduling, sales and commercial activity, collecting payments and managing workflows. 

Nonprofit organisations and charities can use AI Agents’ ability to communicate in a meaningful and personal way for tasks such as enhancing donor engagement or coordinating volunteers, while in the ecommerce space the technology elevates an organisation’s ability to personalise shopping experiences and handle buyer inquiries. 

Beyond large-scale business applications, AI Agents are also ideal for individuals like freelancers or entrepreneurs, who benefit from their ability to automate tasks, engage audiences and manage workflows more effectively. 

Jotform launches AI Agents on Tuesday 25 February. To join the Live Launch Event and find out more information, reserve your spot here

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