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Jotform AI Agent: Answer Client Questions in 4 Steps

Step-by-step guide7 slidesJotform

By Robert Breen · Published · From the free lesson Jotform AI Agents: An Agent That Answers Client Questions

A visual guide to a Jotform AI Agent that answers routine client questions: create it, teach it one answer, test it in Test Mode and copy the embed code.

  1. Jotform AI Agents. An agent that answers routine client questions. A made-up law office, Hartley Law, teaches an agent what to bring and when the office is open. 4 steps.
    Slide 1 of 7
  2. Step 1. Create the agent. Open My Agents, click Create Agent, say who it is for and what it should answer, then click Create. Jotform builds it and opens the AI Agent Builder.
    Slide 2 of 7
  3. Step 2. Teach it one answer. Click Train, then add a Questions & Answer. Write the question the way a client would ask it, and an answer that is only true and stable. Nothing about anyone’s case.
    Slide 3 of 7
  4. Step 3. Test it in your own words. Back in Build, turn on Test Mode and ask the question in different words. Read the reply against your answer and check nothing was added.
    Slide 4 of 7
  5. Step 4. Share the embed code. Click Publish, then Chatbot, and copy the Embed Code for whoever looks after your website. Standalone gives you a plain link instead.
    Slide 5 of 7
  6. Before clients see it. Test with questions you did not teach. An agent is only as good as what is in its knowledge base. Make sure it does not guess. Keep legal advice out: let it answer logistics and send everything else to a person.
    Slide 6 of 7
  7. Build one free in a practice copy of Jotform. Lesson: Jotform AI Agents, an agent that answers client questions, about 7 minutes. Free at learn.ynteractive.com.
    Slide 7 of 7

Swipe or scroll sideways for all 7 slides. The whole guide is written out below.

The guide in text

A made-up law office, Hartley Law, teaches an agent what to bring and when the office is open. 4 steps.

Step by step

  1. Create the agent

    Open My Agents, click Create Agent, say who it is for and what it should answer, then click Create. Jotform builds it and opens the AI Agent Builder.

  2. Teach it one answer

    Click Train, then add a Questions & Answer. Write the question the way a client would ask it, and an answer that is only true and stable. Nothing about anyone’s case.

  3. Test it in your own words

    Back in Build, turn on Test Mode and ask the question in different words. Read the reply against your answer and check nothing was added.

  4. Share the embed code

    Click Publish, then Chatbot, and copy the Embed Code for whoever looks after your website. Standalone gives you a plain link instead.

Test with questions you did not teach

Businesses and people in the examples are made up (Hartley Law is a made-up business). The steps, screens and wording come from the free lesson and the Stepthrough glossary and prompt library.

Do it yourself, free

Jotform AI Agents: An Agent That Answers Client Questions. Create a Jotform AI Agent for a small law office, teach it an answer, test it in the preview chat and find the code that puts it on your website. You do every step yourself in a practice copy of Jotform, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts.

Start the free lesson

Or read the full step-by-step guide

Plain-English definitions, each with an example from a free lesson.

AI agentKnowledge baseHuman in the loopEmbed codeTest Mode

The full AI glossary

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