Consulta sobre Agente AI para Validación en Tiempo Real de Capacitaciones

Estimado equipo de soporte,

Quisiera saber si existe alguna forma de configurar un formulario o un Agente AI en Jotform que, en tiempo real, pueda responder consultas sobre capacitaciones previas. Específicamente, me interesa que, si alguien pregunta si ha realizado una capacitación anterior, el Agente AI pueda revisar automáticamente las tablas de Jotform y brindar una respuesta basada en los datos almacenados.

Sé que la opción Spreadsheet to Form permite cargar datos previamente, pero en este caso necesito que el Agente AI acceda directamente a la tabla de Jotform en el momento de la consulta y proporcione una respuesta en tiempo real.

¿Existe alguna solución o configuración que permita lograr esto? Agradezco su orientación sobre cualquier alternativa disponible.

Saludos,

Hi Axel,

Thanks for reaching out to Jotform Support. Our Spanish Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Spanish, let us know and we can have them do that. But, it might take a while until they're available again.

Now, coming back to your question, it is not possible to directly access your Tables using Jotform AI. However, a workaround you can use is to trigger an action and then request to get the list of all submissions by sending an API request. See the sample below:

curl -X GET "https://api.jotform.com/form/{formID}/submissions?apiKey={apiKey}"

You can then configure the information that will be shown by clicking Insert Value button:

See the screenshot below for the results:

That's it and you're done. We also have a guide here for the API endpoints that you can check to know more about this.

Let us know if you need any more help.

Gracias, me dio una idea, pero aún tengo dudas. ¿Solo responde ese tipo de preguntas o se puede configurar para más casos?

En mi caso, quisiera que el agente pueda responder preguntas generales sobre una capacitación, pero también que los usuarios puedan consultarle información específica, como si ya tienen una nota registrada o la última fecha en la que participó.

Intenté crearlo, pero cuando quiero insertar valores, no me aparece como en el ejemplo. Copié la URL con el ID de la tabla de Jotform, creé una API con acceso completo y la pegué en la URL, pero me dice que no detecta valores.

¿Podrías guiarme paso a paso, por favor?

Hi Axel,

Can you explain a bit more about how the AI agent is trained, so I can get a better idea of what's happening?  Also, could you clarify which specific details you want to be displayed when users ask for information? This will help us ensure that everything is set up correctly.

To provide you with the most effective suggestions for your AI agent, our team would like to clone your AI agent along with its associated knowledge base. This replication allows us to mirror your unique environment and craft a solution that’s perfectly suited to your needs. We guarantee that your data will be treated with the highest level of security and confidentiality, and will only be used to help enhance your experience. After your issue is fully resolved, the cloned AI agent and its data will be deleted.

Can you confirm that we have your permission to go ahead with this process? Should you have any questions or concerns, feel free to reach out.

After we hear back from you, we’ll have a better idea of what’s going on and how to help.

Hola,
respondiendo tu primera pregunta,
1. Usamos los formularios jotform para registrar asistencias de personas (primer página) y luego de ello, se le deriva a la siguiente pagina de examenes de capacitaciones que realizamos, entonces sucede que queremos crear una IA agente que sirva por ahora como un soporte para brindar informacion sobre esa capacitación sobre horarios, tiempos y mas, y tambien que puedan consultar su nota si ya participaron, lo que se dificulta es configurar que acceda a la Tabla del Jotform (Aqui quiero que hagasa mas enfasis en la enseñanza de como configurar para futuros agentes que crearemos con otras bases) y de acuerdo a su documento de identidad, verificar si se encuentra ese documento en la tabla, que muestre la nota de su capacitación de la persona que consulta.

este es el enlace de la capacitación

https://www.jotform.com/build/222707349590663

la tabla de información es

https://www.jotform.com/tables/222707349590663

Hi Axel,

Unfortunately, you will need to train the data every time there's a new submission to your AI Agent for it to answer users about the submission made on the table. The Send API Request only allows the AI Agent to share answers directly with the user. In order to check for more workarounds, we would like to request access to your account to view the table you shared. Don't worry, you can disable that again after we're done checking things out. Let me show you how to do it:

1. In the upper-right corner of your My Forms page, click on your Avatar/Profile Image icon.

2. In the small window that opens, click on Settings.

3. In the panel on the left, click on the Security tab.

4. Then, on the bottom-right side of the page, toggle Jotform Support Access to the On position.

Meanwhile, to avoid confusion, I moved your other question to a new thread and helped you with that here.

Once we hear back from you, we'll be able to help you with this.

Realizado, ya active la opcion de soporte

Hi Axel,

If I understand correctly, you would like your users to ask the AI Agent a question such as Did John Doe already participated on this?, and then the AI Agent will retrieve the information from the submission data from the Tables page of the form. Is that correct? If yes, this is not possible since you can only use the API call feature by creating an Action, which uses static information that are used by the API and cannot be dynamically updated such as using a value to filter the submission data to get a record of the user named as John Doe as provided below.

https://api.jotform.com/form/251257007677056/submissions?apiKey=d8e265a3158ef51d45f137002d&filter={"q4:matches":"John Doe"}

Let us know if there’s anything else we can help you with.