How to create an AI Agent with my existing form?

  • R
    Rex Moulton-Barrett
    Asked on April 3, 2026 at 7:29 PM

    Hello I have a jot form form on my website: www.moulton-barrett.com

    I would like to integrate a AI question answer aspect to his form to qualify and educate before speaking with a live human.


  • Profile Image
    Podo: Support Specialist
    Replied on April 3, 2026 at 7:29 PM

    Hi Rex,

    Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

    You can integrate an AI question-answer aspect to your Jotform form using Jotform's AI Agent feature. This allows you to create an AI Agent that can qualify and educate users before they speak with a live human. The AI Agent can be trained with various types of content such as:

    • Knowledge Base: Add text-based information that the AI can use to provide accurate answers.
    • Links: Add URLs of public webpages to train the AI with dynamic, up-to-date information.
    • Files: Upload PDFs or documents for the AI to reference detailed information.
    • Questions & Answers: Provide specific question-and-answer pairs to train the AI on common or important queries.

    You can create and train your AI Agent using the Agent Builder in Jotform, where you can customize its responses and behavior. This setup will allow your form to interact with users intelligently, qualifying and educating them before they proceed to speak with a live human.

    For detailed guidance, you can refer to Jotform's help articles on how to train your AI Agent with knowledge, links, files, and Q&A, as well as how to create an AI Agent from scratch.

    Give it a try and let us know how it goes.

  • R
    Rex Moulton-Barrett
    Replied on April 3, 2026 at 7:30 PM

    could I speak with someone ie a human?


  • Profile Image
    Podo: Support Specialist
    Replied on April 3, 2026 at 7:30 PM

    Hi Rex,

    One of our Support Team members will take it from here to follow up shortly.

  • R
    Rex Moulton-Barrett
    Replied on April 3, 2026 at 7:30 PM

    my cel 510 520-1710


  • Profile Image
    Jeric_T
    Replied on April 3, 2026 at 7:36 PM

    Hi Rex,

    We don’t have phone support, but I’m right here to help, and we can sort this out together. Yes, Podo is correct, you can create an AI Agent, connect the form, and train the agent. You can easily create an AI Agent from scratch. You can easily Create an AI Agent and Connect it to an Existing Form. Here’s a quick how-to:

    1. On your Workspace page, click on Type on the upper-right side of the page.
    2. Then, in the Dropdown menu that opens, put a check in the box next to Forms.
    3. Next, hover your mouse over the form you want to create an AI agent of, and then click on More on the right side of the page.
    4. Now, in the Dropdown menu that opens, under the Publish column, click on Create Agent, and it will automatically redirect you to the AI Agent Builder, where you can continue setting up your AI Agent.

    How to create an AI Agent with my existing form? Image 1 Screenshot 20 You can also check out our guide on How to Set Up Your First AI Agent to learn more.

    Reach out again if you have any other questions.

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