Connect your Jotform AI Agent to your Salesforce account with a single click. The setup is fast, secure, and integrated with Salesforce, no coding required.
Learn how to build and customize your AI chatbot to match your brand’s voice and goals.
Learn how to enhance your Salesforce AI Agent using your Salesforce Knowledge. Automatically train your agent with your company context, knowledge articles, and FAQs.
Define how your AI Agent takes Salesforce actions and responds to your users.
Test your Salesforce AI Agent while building. Test with starting a conversation and analyze your history
Easily view and track summary of users, conversations, actions and knowledge base your AI Agent uses.
Quickly view and track summaries of users, conversations, actions, and the knowledge base powering your AI Agent.
AI Agents make 24–7 customer service affordable for all organizations by instantly answering questions, providing user support, and resolving issues without human labor.
Provide exceptional customer service by seamlessly switching from AI chatbot assistance to human agents when needed.
Your AI Agent can answer questions and assist users via phone.
AI Agents can understand customer inquiries and provide immediate, natural responses via web calls.
Transform your forms into dynamic conversations with AI Agents that fill out forms, collect feedback, and process secure payments.
Define how your agent responds in specific situations, like asking for an email at the start of a conversation or analyzing sentiment to offer exclusive perks or priority support.
Enhance your AI Agent with capabilities like sending emails, sharing video links, and automating workflows.
Connect your AI Agent with popular apps and services, like Slack and Google Calendar, to seamlessly sync data and enhance productivity.
AI Agents can assist users via multiple channels — a chatbot on your website, phone, SMS, WhatsApp, or QR Code — offering seamless interactions.
Connect Jotform AI Agents with Salesforce Clouds to automate workflows, sync data, and deliver secure, intelligent experiences across Sales, Service, Health, and Experience Cloud.
Easily share your AI Agent with others. Copy the direct share link to send via email, chat, or social media, or embed your agent directly into your website.
Access advanced features designed for large organizations, including multiuser management, white labeling, and custom domains.
Jotform has always been committed to safeguarding your data. We implement the same security features for AI Agents.
