Overview
Jotform AI Agents is a multi-channel platform that turns forms into conversational assistants and automates customer service across web chat, phone/voice, messaging channels, and apps. Its purpose is to deploy AI-powered assistants to handle questions, collect data, fill forms, process payments, run automations, and escalate to humans when needed. Agents can be deployed embedded on websites (chatbot, popup, lightbox), mobile app, WordPress, Shopify, WhatsApp, Messenger, Instagram, SMS, phone/voice, kiosks, Gmail, Salesforce and other systems. The platform provides thousands of agent templates to speed up setup. Key capabilities include multi-channel support (website chat, phone & web voice calls, SMS, WhatsApp, Instagram, Messenger, email/Gmail, WordPress, Shopify, kiosks, Twilio phone integration, and Salesforce Agent), actions & tools (send email, schedule Google Calendar events, trigger workflows, share videos or item lists, create tickets, send API requests, send Slack messages, collect payments via forms), conversational form filling, human handoff & live chat with context, appearance & branding controls (name, tone, chattiness, avatar, voice, white-labeling and custom domains for Enterprise), and admin/scale features (multiuser/team management, SSO for Enterprise, monitoring via Agent Conversations). Agents are trained via URL crawling, document uploads (PDFs/docs), direct text/Q&A, Freshdesk import, or conversational teaching. Security and compliance features include support for OpenAI GPT-4, HIPAA-ready options via Google Vertex AI / Gemini when a BAA is in place, hosting on Google Cloud and AWS, GDPR/CCPA supportive features, PCI options for payment flows, 2FA, and enterprise vulnerability/security features. Jotform notes temporary retention and potential sharing of data with AI providers; stricter data handling is available at plan-level (e.g., HIPAA-ready deployments require specific provider/model choices and a BAA). Pricing is a tiered model with a free Starter plan, paid monthly subscription tiers (Bronze, Silver, Gold) and Enterprise custom pricing; discounts for nonprofits and education are available (application required). Jotform publicly announced AI Agents in 2025 (announcement post dated March 25, 2025; newsletter mention Feb 25, 2025). Important current documentation and help links are provided on Jotform help pages and the AI Agents landing pages.
Key Features
Multi-channel support
Deploy agents across website chat, web & phone voice calls, SMS, WhatsApp, Instagram, Messenger, email/Gmail, kiosks, WordPress, Shopify, Twilio and Salesforce integrations.
Actions & tools
Agents can send emails, schedule Google Calendar events, trigger workflows, create tickets, send API requests/webhooks, post Slack messages, and collect payments via forms.
Conversational forms
Use agents to guide users through conversational flows that populate and submit Jotform forms.
Human handoff & live chat
Smooth escalation to human agents with conversation context and live chat capabilities.
Appearance & branding
Customize agent name, tone, chattiness, avatar, voice; Enterprise supports white-labeling and custom domains.
Training & knowledge sources
Train agents via URL crawling, document uploads (PDFs/docs), direct text/Q&A, Freshdesk import, or conversational teaching.
Who Can Use This Tool?
- Individuals:Try the product, experiment with agents, or run low-volume conversational forms (Starter/free plan).
- Startups / Freelancers:Deploy customer-facing assistants and automate workflows with Bronze-tier limits and integrations.
- Small to mid teams:Use Silver plan for higher conversation/session limits, templates, and team collaboration features.
- Enterprises:Custom Enterprise plans for unlimited scale, SSO, enhanced security, BAAs for HIPAA and custom SLAs.
Pricing Plans
Free starter plan for individuals and trying the product.
- ✓Agent limit: 5
- ✓Monthly conversations: ~100
- ✓Sessions: ~10,000
- ✓Voice minutes: ~50
- ✓SMS: ~250
- ✓Knowledge base: ~10M characters
- ✓Phone number add-on available (recurring)
Paid plan intended for startups and freelancers.
- ✓Agent limit: 25
- ✓Monthly conversations: ~1,000
- ✓Sessions: ~100,000
- ✓Voice minutes: ~100
- ✓SMS: ~300
- ✓Knowledge base: ~20M characters
Popular / best value plan for small to mid teams.
- ✓Agent limit: 50
- ✓Monthly conversations: ~2,500
- ✓Sessions: ~1,000,000
- ✓Voice minutes: ~200
- ✓SMS: ~500
- ✓Knowledge base: ~50M characters
For larger teams needing higher limits and HIPAA options.
- ✓Agent limit: 100
- ✓Monthly conversations: ~10,000
- ✓Sessions: ~2,000,000
- ✓Voice minutes: ~300
- ✓SMS: ~750
- ✓Knowledge base: ~100M characters
- ✓Optional HIPAA options
Custom pricing for large organizations with higher limits, SSO, enhanced security/BAA options and custom SLAs.
- ✓Unlimited agents/conversations/sessions/knowledge base (custom)
- ✓Higher voice and SMS allotments
- ✓SSO and enhanced security/BAA options
- ✓Custom SLAs and billing
Pros & Cons
✓ Pros
- ✓Multi-channel deployment across web, voice, messaging and apps
- ✓Large library of templates to jumpstart agents
- ✓Rich actions and integrations (Calendar, Slack, Freshdesk, CRM, Twilio, webhooks)
- ✓Training from URLs, docs, direct text or conversational teaching
- ✓Enterprise features including SSO, white-labeling, custom domains and HIPAA-ready options
✗ Cons
- ✗Some numeric limits and features vary by plan and may require add-ons or Enterprise contracts
- ✗Phone-number telephony requires a recurring add-on for dedicated numbers and area-code selection
- ✗Jotform may share data with AI providers and retention is noted as temporary — stricter controls require specific plan/provider choices and a BAA
- ✗Exact prices, limits and template counts can change; verify in account Billing or pricing pages
Compare with Alternatives
| Feature | Jotform AI Agents | Chatbase | MagicForm AI |
|---|---|---|---|
| Pricing | $34/month | $40/month | $49/month |
| Rating | 8.3/10 | 8.3/10 | 8.1/10 |
| Form Conversion | Yes | No | Yes |
| Multi-channel Reach | Yes | Yes | No |
| Telephony Support | Partial | No | No |
| Knowledge Training | Yes | Yes | Yes |
| Actions & Integrations | Yes | Yes | Yes |
| Human Handoff | Yes | No | No |
| Branding Flexibility | Yes | No | Partial |
| Enterprise Governance | Yes | Partial | No |
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