Tools | AI Agents Features

Shopify

Let your AI Agent guide customers through product discovery, checkout questions, and order updates using real-time data from your Shopify store.

Show Video

Enable your AI Agent to play relevant videos in response to user input. Provide dynamic and engaging information in every conversation.

Find in Website

Set up your agent to search websites for specific content. Whether it’s the latest news, product updates, or blog posts, your AI Agent can scan any website and return a list of relevant content.

Trigger Workflow

Let your agent start predefined workflows based on user interactions, whether submitting a form, processing approvals, or kicking off a complex approval sequence.

Send Email Notifications

Enable your AI Agent to draft, customize, and send emails automatically, streamlining communication.

Show List of Items

Enable your AI Agent to display links, images, and actions to help users find what they need.

Schedule Appointments

Set up your agent to schedule appointments and manage bookings based on your availability.

Take Notes

Your AI Agent can monitor conversations and send you real-time email alerts whenever specific topics are mentioned.

Send API Requests

Allow your agent to interact with webhooks or external APIs to retrieve and send data.

Collect Signature

Enable your agent to request and collect e-signatures.

Get Consent

Allow your agent to obtain consent for terms and conditions.

Take Photo

Let your AI Agent use your webcam to take photos.

Forms

Set up your AI Agent to automatically show a designated form based on specific prompts.

Show Location

Allow your AI Agent to provide users with real-time location support by integrating Google Maps.

Calendly

Enable your AI Agent to assist with calendar management by automatically sharing your Calendly link.

Create Task on Jotform Boards

Streamline your workflow by allowing Jotform AI Agents to create tasks on Jotform Boards automatically.

Presentation Agent

Take the pressure off live presentations—let your AI Agent present for you. With Jotform’s AI-powered presentation feature, simply upload your presentation and let your AI Agent do the talking.

Show Images

Make conversations more engaging with visual content by letting your AI Agent display images at just the right moment.

Display PDF

Your AI agent can automatically present the appropriate PDF when users ask for it.

Checklist

Whether it’s onboarding steps, troubleshooting procedures, or daily to‑dos, your AI agent can show the right checklist at the right moment.

Set Appointment on Outlook

Empower your AI Agent to automatically schedule meetings in your Outlook Calendar.

Choose Images

Your AI Agent simplifies decision-making by showing users image options at key moments in the conversation.

Social Follow

Let your AI Agent share the right social media links at the perfect time. Simply add the social profiles you want to share—like LinkedIn, YouTube, X, Instagram or Facebook—and define the triggers.

Screen Share

Empower your AI Agent to guide you step by step by allowing it to see your screen during a conversation. When you ask for help, the AI Agent can provide visual instructions — pointing out exactly where to click and what to do. Just tell the agent when to request screen sharing, and once you approve, it starts guiding you with precision.

Show QR

Enhance user interactions by enabling your AI Agent to share QR codes directly in the chat. Simply define when the QR code should appear and set the destination URL your agent will take care of the rest, making it easy to share links, forms, resources, or app downloads at the right moment.

Ask For Information

Design your AI Agent to gather the right data at the right moment. With Jotform Workflows, you can program your AI to ask specific questions during a chat based on user intent whether it’s registering for a baseball team or applying for a service. Just define when and what to ask, and let your AI handle the rest.

Create a Ticket in Zendesk

Effortlessly turn user interactions into actionable support tickets. With Jotform’s Zendesk integration, your AI Agent can automatically create tickets based on specific prompts or conditions within a conversation. Just connect your Zendesk account, define your trigger, and let AI handle the support load.

Send WhatsApp Message

Extend your AI Agent’s reach with WhatsApp messaging. Jotform AI Agents can automatically summarize chat conversations and send the summary as a WhatsApp message to a verified phone number. Just complete a quick verification process, set your trigger prompt, and let your AI Agent deliver important recaps directly to mobile.

Annotate Picture

Make conversations more visual and interactive with image annotation. With Jotform AI Agents, you can upload an image that users can draw on during chat. Just set the trigger prompt, and choose whether users can annotate your image or upload their own to mark up.

Send Push Notifications

Stay in the loop without checking in. With Jotform AI Agents, you can receive push notifications the moment something important happens in a conversation. Simply choose when the notification should be triggered and what it should say — whether it’s a fixed message or one generated by AI based on a custom prompt.

Collect Donations

Empower your AI Agent to receive donations directly in chat. Whether you're running a fundraising campaign or collecting support for a cause, Jotform AI Agents can present campaign visuals, suggest donation amounts, and handle payments — all in real time.

Collect Payments

Enable your AI Agent to accept payments during conversations. Whether you're selling a product, collecting service fees, or taking custom payments, Jotform AI Agents make the process quick and seamless. Just define when to trigger the payment, connect your preferred payment provider, and set the amount fixed or flexible.