Building a Customer Service AI Agent with Jotform

Introduction

• Tutorial by Kevin on creating a customer service AI agent.
• AI agent is built without coding and is free to start.

Use Case

• Kevin Cookie Company receives many customer inquiries.
• AI agent can handle questions about ingredients, orders, and factory tours.

Steps to Create an AI Agent

1. Access Platform

   • Visit the Jotform website.
   • Click on "Create AI Agent."

2. Select a Channel

   • Choose where customers will interact: Standalone, chatbots, or voice-based interactions.
   • Platforms include WhatsApp and Messenger.

3. Build the Agent

   • Choose to start from scratch, use a form, template, or clone yourself.

4. Define Agent Purpose

   • Specify tasks such as placing orders and answering questions.

5. Customize the Design

   • Adjust the look and feel with avatars, backgrounds, and style settings.

6. Train the Agent

   • Build a knowledge base using website URLs, files, and text.
   • Add custom actions and responses for specific scenarios.

7. Use Additional Tools

   • Integrate with services like Google Calendar for factory tours.

8. Publish the Agent

   • Share, embed, or distribute your agent across various channels.
   • Options for direct links, embedding in a website, or phone setup.

Testing the AI Agent

• Engage with the agent through different queries and scenarios.
• Review customer conversations for improvement.

Conclusion

• Building an AI agent with Jotform is straightforward and efficient.
• Encourage the use of AI for automating responses and saving time.

Happy automating and enjoy your cookies!