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Jotform AI Agents Review | Best AI Agent For Customer Service

by Stewart Gauld
Last updated on April 7th, 2025
Jotform AI Agents Review | Best AI Agent For Customer Service

In this Jotform AI Agents review, I share why Jotform’s new innovative AI Agent software is the best AI customer service agent for small businesses.

Are you struggling to keep up with online queries or simply want to offer 24/7 support to your customers?

You’re not alone! Many businesses face these common issues!

Luckily, plenty of AI-driven solutions are available to help you provide excellent customer support at all hours.

With AI agents like Jotform Agents, you can easily streamline operations, optimize customer experiences, and boost efficiency for free using dynamic AI technology.

Read more: Jotform Workflows Review.

Quick Summary

  • Jotform AI Agents is a no-code customer service AI Agent software that allows anyone to easily streamline and optimize their customer service processes.
  • With Jotform, you can build customizable AI agents that provide your customers with around-the-clock assistance on several communication channels.
  • Key features include multi-channel support, customizable templates and agents, multilingual capabilities, seamless integration with other tools, and more.
  • Jotform AI Agents provides an entirely free plan suitable for individuals or small businesses and affordable paid plans ranging from $39 to $129 per month.
  • Learn more about how to use Jotform AI Agents here.

Jotform AI Agents Review

If you’re looking for an AI-driven customer service agent to increase your customer engagement, Jotform AI Agents is certainly a top choice!

Jotform AI Agents empower you to easily create and deploy unique AI agents that promptly reply to your customer inquiries.

In this Jotform AI Agents review, I’ll share how easy it is to use, how much it costs, its key features, and more.

So, is Jotform AI Agents the best choice for customer-facing teams looking to enhance the overall customer experience? Let’s find out.

What Is Jotform AI Agents?

What Is Jotform AI Agents_

Jotform AI Agents is a new product developed by the leading free online no-code form and workflow builder, Jotform.

With Jotform AI Agents, you can quickly create customer-facing AI agents who can provide around-the-clock assistance to your existing and potential customers.

This no-code tool essentially allows business owners to build various sales, customer, or admin AI agents in minutes!

These AI agents automatically interact with your customers in real-time using human-like language via phone calls, SMS or WhatsApp messages, Chatbots, audio, and more.

Because these AI Agents are software programs, they work for you 24/7 to:

  • Answer general questions.
  • Guide users.
  • Resolve issues.
  • Capture leads.
  • Book appointments and more.

These smart AI Agents can even seamlessly connect to a Jotform online form to manage form submissions, answer questions, and help with payment processing.

With Jotform AI Agents by your side, your customers will receive accurate, instant customer service responses anytime, anywhere.

This allows you to focus on other aspects of your business while optimizing your customer service workflows at the same time!

Read more: What Are AI Agents?

How To Use Jotform AI Agents?

To build and launch a Jotform AI agent, follow this step-by-step guide below:

  • Head to the Jotform AI Agents website.
  • Click ‘Create Your AI Agent’ on the main homepage.
  • Inside the AI Agent portal, select your ‘Primary channel’ (the main channel you want your customers to engage on), then select ‘Next.’
  •  Choose how to build your AI agent (from scratch, around a form, or a pre-made template.)
  • Customize your chosen agent’s look, name, language, tone, voice, and more.
  • Train the agent on tasks, products, services, and business details.
  • Once you’re happy with the look and feel of your agent, simply preview it before publishing it!
  • Embed your agent link to your website by copying the code and adding it to your different channels.

Learn more about how to use Jotform AI Agents in my step-by-step video tutorial below. 

Jotform AI Agents Ease Of Use

Jotform AI Agents Ease Of Use

Designed with simplicity in mind, Jotform’s intuitive interface and no-code editor mean even beginners can quickly set up and integrate AI agents into their business workflows.

You can start from scratch or leverage one of the 7,000+ premade, customizable templates (categorized by industry type) to simplify the setup process further.

Better yet, embedding AI agents onto your website is easy—simply copy and paste the provided code! That’s right, no coding skills or prior AI agent experience is needed!

Jotform AI Agents also allows you to seamlessly set up and communicate with your customers across multiple channels, such as web, mobile, text, and messaging apps.

Thanks to this easy-to-use tool, you can automate tasks, engage with customers, and streamline processes with just a few clicks!

Read more: How Can AI Help Small Businesses?

Jotform AI Agents Pricing

When it comes to pricing, Jotform AI Agents offers a generous free plan and affordable paid plans explicitly designed to accommodate small business growth!

Jotform AI Agents’ pricing structure is as follows:

  • Starter: $0 per month. Includes all features, five agents, 100 monthly conversations, and limited voice call and SMS features.
  • Bronze: $39 per month. Includes 25 agents and 1000 monthly conversations.
  • Silver: $49 per month. Includes 50 agents and 2500 monthly conversations.
  • Gold: $129 per month. Includes 100 agents and 10,000 monthly conversations.
  • Enterprise: Custom price.

I highly recommend using the Bronze paid plan for small business owners to get the most out of Jotform AI Agents.

Compared with the free version, the bronze paid plan offers higher agent limits, monthly conversations, voice calls, SMS, knowledge base characters, and more.

This allows you to collect more data from your website visitors and customers, giving you better insights into making better decisions!

Read more: How Is AI Used For Business?

Jotform AI Agents Key Features

Jotform AI Agents Key Features

Templates And Customization

Designed with simplicity and flexibility at the forefront, Jotform AI Agents offer various customization options to suit your business needs.

As mentioned earlier, you can build your AI Agent completely from the ground up or through one of the customizable 7000+ Jotform agent templates.

Whether building an agent for customer support, sales, complaint management, or anything else, you can tailor agents to match your brand’s identity and communication style.

You can even select and modify industry-specific agents to deliver personalized information relevant to your particular business sector!

But Jotform’s customization goes beyond just functionality.

You can personalize several key aspects to ensure your AI agent aligns with your business’s unique vision, such as:

  • Visuals: Modify the look of your avatar, as well as the color schemes and branding elements, to ensure a consistent and visually appealing design.
  • Tone and style: Choose a tone of voice (friendly, conversational, formal, etc.) that reflects your business’s personality.
  • Response behavior: Adjust how detailed, lengthy, and conversational the AI’s responses are to meet both customer expectations and your communication goals.

This level of customization means your AI agent can represent your brand effectively and engage with customers in a way that enhances user satisfaction in the same breath!

Multi-channel Support

An invaluable feature of Jotform AI agents is their incredible level of multi-channel support.

Basically, Jotform AI Agents can connect with your customers across multiple communication channels to ensure consistent and efficient customer service.

These channels include phone, chatbot, WhatsApp, email, Messenger, voice systems, SMS, QR code, kiosk channels, and more.

It’s also possible to build a standalone chat agent that operates independently from your website (or messaging platforms).

Additionally, AI agents can easily be embedded as chatbots in most popular website builder platforms, such as Shopify, WordPress, and Wix.

This means your customers can easily interact with your AI agent directly on your website while browsing your web pages!

Jotform’s AI Agent’s flexible multi-channel support feature creates a consistent and accessible experience, ensuring no interaction slips through the cracks.

Integration With Jotform Forms

If you already use Jotform’s no-code form builder, you’ll be pleased to know you can integrate your AI Agent with your forms to increase successful submissions!

Basically, Jotform AI Agents enhance your forms by transforming them into dynamic, interactive conversations.

These AI-powered assistants automatically answer customer questions, collect feedback, and guide customers through the form completion process every step of the way.

Jotform AI Agents can even assist with collecting and processing payments, ensuring a seamless payment experience for customers.

By linking your forms to an AI agent, you can simplify the user experience while maintaining the security and privacy of your customer’s sensitive data.

Multi-language Support

The Jotform AI Agents translation feature is perfect for teams with global audiences needing to communicate with their customers in their own language.

Basically, your AI agent automatically detects and switches to the appropriate language during interactions, creating smooth, natural conversations.

Simply set the primary language for your AI Agent, and it will automatically greet and interact with users in that language by default.

No matter what language your customers reply with, the AI agent adapts, increasing accessibility and better communication!

You can also customize language preferences, allowing users to select their language for a more tailored experience.

By providing multilingual support, you’ll make your customers feel seen and heard no matter where they are in the world, increasing engagement and satisfaction!

Knowledge Base Training

To ensure your AI agent delivers accurate and relevant responses, it’s crucial to train it!

Basically, you want to ensure that your AI Agent always has the most comprehensive, up-to-date data about your products, services, and policies.

Simply upload essential business resources such as FAQs, PDFs, and dynamic website links so the AI has a solid understanding of your offerings.

Additionally, you can add specific question-answer pairs for common queries so the agent effectively addresses frequent customer concerns.

It’s important to continuously update your knowledge base so your AI Agent stays aligned with changes in your business, industry trends, or shifting customer expectations.

By supplying your AI agent with the correct data at all times, your knowledge base will become a reliable, efficient, and invaluable resource for your customers!

Analytics

To unlock the full potential of your AI agent, Jotform offers powerful analytics tools that give you a clear view of performance and growth.

Key analytics features include:

  • Conversation logs: Receive detailed logs of every customer interaction to either spot recurring customer issues or fine-tune your agent’s responses.
  • Customer insights: To truly understand what your customers want, capture valuable data through integrated forms (surveys, feedback, and support requests).
  • Data-driven improvements: Leverage these insights to make strategic decisions and grow your agent’s capabilities, ensuring they always align with your goals.

With these tools, you can refine your approach based on real-time data!

Read more: My 11 Best AI Tools For Small Business.

Jotform AI Agents Integrations

Jotform AI Agents Integrations

In addition to integrating with Jotform Forms and messaging platforms like WhatsApp and Messenger, Jotform AI Agents also integrates with other popular third-party apps.

By seamlessly connecting with tools like Slack, Google Calendar, Google Drive, and Dropbox, you can further streamline your workflows and boost overall productivity.

This allows for automated actions such as sending messages and files, creating and managing calendar events, and securely storing and accessing files in the cloud. 

These integrations ensure that your data is always synchronized across multiple platforms, eliminating the need for manual data entry and human errors!

Read more: How Can I Use AI To Grow My Business?

What I Like:

  • The platform is completely free to use, making it accessible and affordable for businesses of all sizes.
  • With the simple, user-friendly interface, getting started is fast and straightforward, even for beginners.
  • Real-time answers help minimize wait times, improving the overall customer experience.
  • As your business grows, the AI tool effortlessly adapts to handle higher volumes of customer interactions (without requiring additional resources).

What I Dislike:

  • Although easy to use, some users may find the features and customization possibilities of the platform overwhelming.
  • With limited offline capabilities, this could be a drawback for teams that rely heavily on face-to-face customer engagement.
  • For more complex queries, the AI software might struggle to provide the same level of empathy and understanding as a human agent would.

Is Jotform AI Agents The Best AI Agent For You?

Is Jotform AI Agents The Best AI Agent For You_

So, with all that said and done, the real question here is: Is Jotform AI Agents the best AI Agent for your small business?

AI Agents are seriously the future of customer service, allowing you to effortlessly respond to your customers anywhere in the world, anytime.

While choosing the best AI agent depends on your unique business needs, Jotform AI Agents is undoubtedly a powerful choice for any team looking for simplicity and power!

If your business values efficiencycost-effectiveness, and scalability, then Jotform AI could be a great match.

Plus, it’s designed for easy setup (even for those with no technical background) and can handle increasing customer interactions as your business grows.

And with a completely free plan, the platform is an accessible option for businesses of all sizes!

Read more: How Can I Use Open AI In My Business?

Stews Final Thoughts

And that brings me to the end of this Jotform AI Agents review!

I truly believe that Jotform AI Agents are a game-changer for any team seeking to streamline their customer interactions.

And with its free plan, user-friendly setup, and real-time response capabilities, it’s a strong choice for both small and large businesses!

So, if you’re looking for an upgrade in your customer support services, I seriously recommend giving Jotform AI Agents a go!

I promise you won’t regret it!

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My name is Stewart Gauld. I’ve been helping small and local businesses with digital activties over the last 7 years.