Discovery call to discuss about Jotform AI Agent features

  • Dmitri
    Asked on March 25, 2025 at 6:04 AM

    Hello, it's Dmitri here from B2Broker team.
    I would like to request a discovery call regarding Jotform AI products. 

    It will be great to speak and understand more about on how we can use Jotform products for making our business easier.

  • Mary Eden JotForm Support
    Replied on March 25, 2025 at 6:49 AM

    Hi Dmitri,

    Thanks for reaching out to Jotform Support. I understand you're interested in a discovery call to discuss Jotform AI products and how they can benefit B2Broker.

    Currently, we don't offer phone or video call meetings. But, we're happy to help you understand our AI Agent and how it can simplify your business processes. To help you effectively, could you specify what features of the AI Agent are confusing or what you'd like to learn more about? The more details you provide, the better we can address your questions. In the meantime, you can easily create an AI Agent from scratch. Let me show you how:

    1. On your My Agents page, click on Create Agent in the top-left corner of the screen.
    2. Next, select the Primary Channel you want for your AI Agent and click on Next. (I used Standalone in this example.)
    3. On the Create an Agent page, click on Start From Scratch
    4. Now, on the Describe the Agent page that opens, enter a description for the AI Agent you want to create or click on a button below it for a predefined one, and then click on Create.

    Discovery call to discuss about Jotform AI Agent features Image 1 Screenshot 20 This generates an AI Agent based on the description you entered and redirects you to AI Agent Builder to further customize it.

    Let us know if there’s anything else we can help you with.

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