Help setting up AI Agent buttons below the greeting

I want my AI agent to give the 2 button up top but I do not know how to create them or what they are called. Because Creating buttons only has redirect option. But For my agent I want to Redirect only for Fill form Manually. For Fill form in chat, I want the AI agent to start conversation. So can you tell me how to create the first 2 buttons. I can see till now they are auto generated

Hi Cleverads,

Thanks for reaching out to Jotform Support. You can use the Actions feature, which works the same way as the conditions in regular forms. Since your AI Agent already has the buttons, let me walk you through setting up the Actions for both of them to work:

1. In AI Agent Builder, in the navigation bar at the top of the page, click on Train.
2. Next, select Actions in the menu on the left side of the screen.
3. In the When section, type clicks on the Fill Form in Chat button, then click on Add.
4. Then in the Do Dropdown menu, select Fill Form.
5. After that, select the form you want filled out in the Form Dropdown menu, and click on Save.
6. Click on the Add New Action, button in the upper part of the page.
7. Type clicks on the Fill Form Manually button in the When section, and then click on Add.
8. Then, select Show Button in the Do Dropdown menu.
9. Select Redirect to URL in the Button Dropdown menu that shows.
10. Enter a label for the button in the Text field.
11. Paste the link to your form in the URL field, then click on Save.

You can test my demo AI Agent here. Check out the screencasts below to see my results:

• Fill Form Manually.
• Fill Form in Chat.

Give it a try, and let us know if you have any other questions.

Hi Mate. Thanks a lot. I need another help. I want my agent to ask scenario based question. Suppose User Selects CPC (Best for Consideration and Driving Traffic), Rather than asking Please provide the click, impression, or views target or budget for the campaign, As the user selected CPC (Best for Consideration and Driving Traffic), I want to ask What is your Click target or budget. If CPM (Best for Awareness and Visibility) is selected, I want to ask What is your Impression target or budget. For CPCV (Best for Consideration and Driving Views), I want to ask, What is your Views target or budget. The Form filled is Click / Impression / Views Target or Budget, And I want the agent to question based on the previous answer, and fill this (Click / Impression / Views Target or Budget) Field and continue to fill the rest of the form. 

Hi Cleverads,

Thanks for reaching out. I just need a short time to check this for you and will get back to you shortly.

Best!

Hi Cleverads,

Thanks for your patience. Please follow the steps below to achieve your desired setup:

1. In Form Builder, drag Short Text from Form Elements to your form.

2. Add three Short Text fields and label them:

• Click budget
• Impression budget
• Views budget
• (Optional: open each field’s Properties → Advanced and toggle Hide Field so they start hidden.)

3. Go to Settings → Conditions in the left panel. Click Show/Hide Field to create a new visibility rule.

4. In IF, choose Buying Type.

5. Set STATE to Is Equal To.

6. Set VALUE to CPC (Best for Consideration and Driving Traffic).

7. Under DO, choose Show → select Click budget.

8. Under DO, choose Show → select Click budget.

9. Add two more DO actions in the same rule:

• Hide → Views budget
• Hide → Impression budget
• Click Save.
  
  
  
  

Create two additional Show/Hide rules:

• IF Buying Type = CPM → Show Impression budget; Hide Click budget and Views budget
• IF Buying Type = CPCV → Show Views budget; Hide Click budget and Impression budget

(Optional) Add a safety rule: IF Buying Type Is Empty → Hide Multiple (all three budget fields).

That’s it—your form will now display only the relevant budget field based on the selected buying type.

Once you’ve completed these steps, your form should work as intended. Let us know if you need any further assistance.

Best!

Ok I will try this out and see how the AI agent reacts to this. If needed any help, I will reach out.

Hi Cleverads,

I’ve gone ahead and moved your other question to a separate thread to keep things tidy, and someone from our Support Team will help you out with it here.

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