Mein Agent spricht immer von Zahlungen am Ende des Gesprächs

schönen guten Tag,

Mein Agent Ariva informiert den Kunden immer darüber das eine Zahlung am Ende des Gesrpächs fällig wird. Dabei sind meine Beratungsgespräche kostenlos.

Ich habe es mehrfach über das Training versucht zu ändern, innerhalb der Persona ich habe, es in den Termintools geschrieben das so etwas nicht erwünscht ist etc.

Bitte helfen sie mir, danke.

Hi Heiner,

Thanks for reaching out to Jotform Support. While we do offer Support in many foreign languages, and we're working hard to add more every day, we don't currently have German Support agents who can help you. So I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using.

Now, coming back to the issue, to thoroughly troubleshoot the issue you're experiencing, our team would like to clone your AI agent along with its associated knowledge base. By replicating your environment, we can more accurately diagnose the problem and work on a tailored solution. Rest assured that all data will be handled securely and used solely for troubleshooting purposes in line with our strict privacy and security policies.

Once the issue is resolved, the cloned AI agent and all associated data will be deleted. We would also like to ask permission to test your AI Agent in case we are unable to replicate the issue using a clone version. Can you confirm that we have your permission to go ahead with this process? If you have any questions or concerns, we’re here to help.

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

Okay, you got my permission. It is an Assistant for independent insurance advisors, i try to use him for automation in scheduling appointments.

Hi Heiner,

While our support team works on the solution by cloning and testing your AI agent, you can consider the following steps to further manage your AI agent's behavior:

• Continue Training Your Agent: Use the Teach Your Agent feature regularly to correct any unwanted responses, including mentions of payments.
• Refine Persona Settings: Double-check the AI Persona settings to ensure all references to payments or fees are removed or rephrased.
• Review Appointment and Follow-up Messages: Verify that your scheduling tools (Set Appointment with Google Calendar) and follow-up messages do not include payment-related information.

These actions can help minimize the issue while the support team investigates and provides a tailored fix.

Thank you for your patience, and please let us know if you have any questions.

Hey Mustafa,

bitte nimm es mir nicht übel das ich doch lieber in deutsch schreibe. Ich habe bisher mit der Funktion des KI Agenten nur experimentiert und keine Follow Up Messages oder ähnliches hinterlegt.

Training habe ich mehrfach versucht und auch mehrfach die Persona Settings versucht anzupassen.

Habe absolut keine Ahnung woran es liegen kann, kann es sein das ich bei Google Kalender oder so direkt, also nicht hier in den Jotform Tools was hinterlegt habe?

Das würde ich nochmal checken, ansonsten habe ich tatsächlich im Tool reingeschrieben das es genau das eben nicht sagen soll, dass es etwas kostet bzw. eine Zahlung fällig wird.

Danke für euren Support.

Hi Heiner,

Thank you for your message and for sharing more details about your situation. It is possible that the payment mention might be coming from an external integration like Google Calendar or another connected tool.

Here’s what you can do next:

1. Check Google Calendar Settings: Review any event descriptions, notifications, or automated messages in your Google Calendar that might include references to payments or fees. Sometimes, these messages can be triggered during appointment scheduling.
2. Continue Training Your AI Agent: Use the Teach Your Agent feature in the AI Agent Builder to correct any unwanted responses by chatting directly with your agent and providing the correct answers.
3. Review AI Persona Settings: Double-check the AI Persona section in the Train tab to ensure all references to payments are removed or rephrased clearly.
4. Test Your AI Agent: You can test your AI agent by having conversations with it to see if the payment mention still occurs. To do this, go to the Train tab, then select Teach Your Agent, and interact with your agent to check its responses.
5. Wait for Support Team’s Troubleshooting: Since you have given permission to clone your AI agent, our support team will investigate the issue further and provide a tailored solution.

These steps should help you identify and resolve the issue. Please let us know if you need any assistance with these steps or have further questions.