Enable the bot to offer a customer to fill in a get in touch form if needed

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    kimikimorganics
    Asked on September 22, 2025 at 1:43 AM

    Hi Team,

    We just implemented your bot on our website, and would like to know if there is an option for the bot to offer a form so the customer can fill in if he is like to have a further chat with a person in case the bot didn't find the answer.

    Kindly advice if there is a setting to enable it.


    Thanks,

    Michael.

  • Profile Image
    Chris_L JotForm Support
    Replied on September 22, 2025 at 2:00 AM

    Hi Michael,

    Thanks for reaching out to Jotform Support. You can train your AI Agent to understand your business even better by adding specific details about your products, services, and processes. Adding information to your AI Agent's Knowledge Base is easy. Let me show you how to do it:

    1. In Agent Builder, in the blue navigation bar at the top of the page, click on Train.

    2. Now, click on Add New Knowledge.

    Enable the bot to offer a customer to fill in a get in touch form if needed Image 1 Screenshot 40 Note: If you’ve already added knowledge to your agent, click on Add New Knowledge to open the knowledge-adding options. Enable the bot to offer a customer to fill in a get in touch form if needed Image 2 Screenshot 51

    3. Enter accurate details your AI Agent can use to provide the best responses. This includes your Company Overview, Product features, Pricing, Policies, FAQs, and any other key information customers may ask about.

    4. Now, click on Save at the bottom of the page, and you're all set.

    Enable the bot to offer a customer to fill in a get in touch form if needed Image 3 Screenshot 62That's it. Now, that information’s been added to your AI Agent's knowledge base. You might also want to check out our guides about How to Train Your AI Agent, How to Teach Your Agent by Chatting and How to Train Your Agent with Questions and Answers.

    Reach out again if you need any other help.

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