How to Set Up Your First AI Agent

Getting started with AI Agents is easier than you might think. With Jotform, you’ve got everything you need to build a smart, helpful assistant that works the way you do. Whether you want something fast, fully customized, or more personal, there’s an option for you—and they’re all simple to set up.

To begin, just head on over to your My Workspace page and click on the Create button in the top-left corner. From there, you’ll see the different ways to start creating your AI Agent, all in one place. You can tweak your agent’s role, tone, and behavior anytime, so it grows with you.

When you select AI Agent from the available assets you can create in your account, you’re starting the process of building a trained assistant that can guide users, answer questions, and provide real-time help across different situations.

You’ll then choose how to create your agent:

• Start From Scratch
• Use an Existing Form
• Pick a Template
• Clone Yourself

Each option helps you create a conversational, subject-trained agent that responds accurately and helps users complete their tasks with confidence.

Creating an AI Agent from Scratch

With Start from Scratch, you can build a fully customized AI Agent by simply describing the kind of assistant you want. Whether it’s a customer support agent, feedback specialist, recruiter, or appointment scheduler, this option gives you full control to design your agent from the ground up.

You can check out our guide on How to Create an AI Agent from Scratch to learn more.

Creating an AI Agent from an Existing Form

With Start With a Form, you can turn any of your existing forms into a conversational AI experience. Your AI Agent will guide users step-by-step, asking the right questions and keeping responses organized based on your form’s structure. It’s a quick way to make form-filling more interactive and easier for your users.

Take a look at our guide on How to Create an AI Agent from an Existing Form for more details.

Using AI Agent Templates

With Use Template, you get instant access to the AI Agent Directory, where you’ll find a range of pre-built templates for tasks like lead collection, customer support, and appointment scheduling. You’ll also be able to filter templates by category or use the Search bar at the top to quickly find what you need. Just pick the one that fits your goal, adjust the settings and responses, and your AI Agent is ready to go—no need to start from scratch.

Want to see how templates work? Check out our guide on How to Use AI Agent Templates.

Cloning Yourself as an Agent

With Clone Yourself, you can create a personalized AI Agent that mirrors your tone, style, and knowledge. You’ll set up its look and background, define how it speaks, and provide the information it needs to represent you accurately. It’s a great way to connect with users in a more human and engaging way—whether for support, sharing expertise, or building your presence.

Curious about cloning yourself as an agent? Our guide on How to Clone Yourself as an Agent to learn more.