In this episode, we explore JotForm’s new AI agent templates, which allow marketers and businesses to deploy conversational AI experiences without coding knowledge. JotForm, an established online form builder since 2006, has expanded its offerings to include over 7,000 AI agent templates that can be implemented across multiple channels including chat, voice, WhatsApp, and SMS. We demonstrate several types of agents in action, walk through the process of building a podcast listener survey agent from scratch, and examine the various customization options available within the platform. The episode highlights how JotForm’s approach makes AI agent deployment accessible to non-technical users while providing robust integration capabilities with existing websites and platforms.
Keywords
- JotForm
- AI Agents
- No-Code Solutions
- Conversational AI
- Form Automation
- Agent Templates
- Chat Bots
- Voice Agents
- SMS Agents
- WhatsApp Integration
- Customer Support
- Lead Gathering
- Podcast Engagement
- Custom Avatars
- Knowledge Base
Key Takeaways
Platform Background & Overview
- JotForm established in 2006 as an online form builder
- Recently expanded to offer AI agent templates
- Designed for non-technical marketers and businesses
- Alternative to code-heavy solutions like OpenAI’s Responses API
- Maintains the intuitive interface JotForm is known for
- Free tier available for testing and small implementations
Agent Types & Capabilities
- Chatbot Agents: Embed on websites for customer interaction
- Voice Agents: Voice-driven conversations with customizable voices
- Phone Agents: Connect to phone numbers for call handling
- Standalone Agents: Full-page experiences outside existing websites
- SMS Agents: Text message interaction capabilities
- WhatsApp Agents: Integration with WhatsApp messaging
- Messenger Agents: Facebook Messenger integration
- Zoom Agents (Beta): Ability to join and participate in Zoom meetings
Implementation & Customization Options
- 7,000+ pre-built templates across industries
- Customizable avatars (gallery selection, generation, or upload)
- Ability to swap faces using your own photo
- Voice customization (language, accent, gender, age)
- Conversation style and tone adjustments
- Response length controls for both chat and voice
- Knowledge base creation through text, links, files, and Q&A
- Action-based conditional responses
- Integration with external tools (calendars, document storage)
- Chat-based agent training for ongoing improvement
Practical Applications
- Customer support automation
- Appointment scheduling
- Job application processing
- Feedback collection
- Product information delivery
- Lead qualification and gathering
- User research and surveys
- Content discovery (like podcast episode recommendations)
- Event registration
- Service bookings
- Information distribution across channels
Current Limitations
- Voice quality still somewhat robotic
- Some latency in voice responses
- Possibly more “automated forms” than true agents
- Limited to predetermined conversation flows
- Dependent on quality of knowledge base provided
Practical Applications
- Adding customer support to websites without staffing increases
- Qualifying leads through conversational experiences
- Collecting podcast listener feedback
- Scheduling appointments and consultations
- Job application screening and processing
- Product recommendations and information delivery
- FAQ handling across multiple channels
- Data collection through conversational interfaces
- User research and feedback gathering
- Event registration and information distribution
Links
https://www.perplexity.ai/search/please-research-and-describe-i-BxMLtQ7vQbCQtAtw0E0aQw
https://www.jotform.com/ai/agents/pricing
https://www.jotform.com/agent-templates
https://ifttt.com/explore/what-is-jotform
https://www.linkedin.com/pulse/jotform-review-form-builder-worth-2025-john-ochieng-sigwe-wdtcf/
https://inboundblogging.com/jotform-review/
https://attrock.com/blog/jotform-review/
https://www.teachfloor.com/blog/what-is-jotform
