Cloning an Agent and Form

I created an Agent with a specialized library that is connected to a survey form. How do I clone the tow of them as one item to move it to one of my other accounts? If it is not possible, what is the best method to accomplish this feat? Thanks,

Hi Blue,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Unfortunately, it is not possible to clone an Agent and its connected survey form as one item or transfer them together to another account. Currently, only forms can be transferred between accounts, but AI Agents cannot be moved.

Here’s the best method to handle this:

1. Clone the survey form in your current account by using the form cloning feature.
2. Transfer the cloned form to the other account using the form transfer process.
3. Recreate or set up the Agent in the target account separately, as Agents cannot be transferred.

This way, you keep the form intact and can manually set up the Agent in the new account.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

Hi bluewallofsilence,

The instructions provided by Podo are correct. Since you're unable to clone the AI Agent along with its connected forms, you can instead clone the individual form and transfer it to your other account. Once completed, you can recreate the AI Agent setup using the cloned form in the target account. Let me show you how:

1. On your My Workspace page, click on Create on the top-left side of the page.

2. Select Form from the assets, and then click on Import Form.

3. In the next window, click on From a Web Page. 

4. Paste the form link into the Enter URL field and click on Create Form.

Now, here's how you transfer your cloned form to another account. Let me show you how:

1. On your My Workspace page, click on your Avatar/Profile Image in the top-right corner of the screen.

2. In the window that opens, click on Settings.

3. Then, click on the Data tab on the left.

4. In the Transfer Form section, click on Transfer Form.

5. Next, enter the Authentication Code that is sent to your email address, and click on Verify.

6. In the window that opens, tick the box next to the name of the form you want to transfer.

7. In the New Email Owner’s Email Address field, enter the email address of the account that you want the forms to be transferred to.

8. Now, click on Transfer Form.

Keep in mind that you can only send one form transfer at a time. You can also cancel the current transfer request. Let me show you how:

1. While you are still on the Data page, click on the View Details button in the Pending Transfer section.

2. Then, click on Cancel Request.

3. Finally, click on Yes, Cancel.

Once the forms are transferred, the owner of the account receiving the forms will get an email notification. From that email, they can click on the View Transfer button, then click on Accept to complete the transfer. Check out the screencast below:

Don’t forget that the form(s) you’re transferring shouldn’t be connected to Jotform products like Jotform Apps, Jotform Store Builder, or Jotform Workflows. If they are, remove those connections first.

Reach out again if you have any other questions.