How to Add an AI Agent Chatbot to Jotform Apps

Summarize with:

With Jotform’s AI Agent, you can easily add a real-time chatbot to your app that helps users get support, ask questions, and explore features on their own. It only takes a few steps to integrate the AI Agent and customize how it looks and behaves to match your app’s experience.

Adding an AI Agent Chatbot to Jotform Apps

You can easily create a new AI Agent chatbot from scratch, use an existing one, pick from ready-made templates, or clone one of your own, all in just a few simple steps. Here’s how to do it:

In App Builder, in the purple navigation bar at the top, click on Settings.
Then, in the menu on the left, click on AI Chatbot.
Now, click on the Add AI Agent button.

Clicking Add AI Agent in the AI Chatbot settings of Jotform App Builder

Next, select how you want to create or add your AI Agent:
- Start from Scratch — Build your own AI Agent from the ground up.
- Select an Existing AI Agent — Choose from your library of AI Agents to get started quickly.
- Use Template — Select from the pre-designed AI Agents.
- Clone Yourself — Create your AI Clone and replicate your knowledge.

Choosing how to create or add an AI Agent in Jotform App Builder.

For example, if you choose Start from Scratch, you’ll see the Describe the Agent page. Enter a description for your AI Agent in the box, or select one of the suggested options below, and then click on Create.

Entering a description for a new AI Agent on the Describe the Agent page in Jotform

And that’s it! The AI Agent’s successfully been added to your Jotform App.

Notes

Once you add an AI Agent chatbot to your app, a knowledge base is automatically created by crawling your app’s URL. This lets the agent learn your app’s content, enabling it to answer user questions more accurately using the information from the app.
The AI Agent you create or add to your Jotform App will also be accessible in your Jotform Workspace.

Customizing Your AI Agent Chatbot

Once you’ve successfully added your AI Agent, you can customize it further based on what you need. Here are the options available in the AI Chatbot Settings:

Greetings — Toggle this On to edit or customize the greeting message.
Open by Default — Choose whether the Chatbot should open automatically or remain closed until it’s clicked on.
Pulsing — Toggle this On to add a pulsing animation to the Chatbot icon.
Position — Set where the Chatbot icon appears on the screen.

Customizing AI Agent settings like Greetings, Open by Default, Pulsing, and Position in Jotform AI Chatbot Settings

Managing Your AI Agent Chatbot

If you want to manage your AI Agent Chatbot—whether that means editing the agent, switching to another one, viewing conversations, adding knowledge, or removing it—you can do it all in one place. Here’s how:

While you’re in the AI Chatbot Settings, next to the Edit button, click on the Three Dots icon.
Then, in the Dropdown menu that opens, you can do the following things:
- Edit the Agent — Update the agent’s name, prompts, tone, or behavior.
- Select Another Agent — Choose a different agent to use in your app.
- View Conversations — Check past interactions users have had with the agent.
- Add Knowledge — Add FAQs, documents, or other content to improve the agent’s answers. We’ve got a guide about How to Train Your AI Agent with more details about that.
- Remove the Agent — Disconnect the agent from your app without deleting it.

Previewing Your AI Agent Chatbot

After setting up your AI Agent Chatbot, you can test it in live preview mode. Here’s a quick how-to:

While you’re in the AI Chatbot Settings, on the right side of your screen, click on the Phone icon.

Next, in the AI Chatbot Preview window that opens, click on the AI Agent Chatbot icon.

And that’s it! Your AI Agent chatbot is now active in preview mode, so you can start testing how it responds and make any adjustments you need to.