How to Train an AI Agent with a PDF

Last Update: April 7, 2025

Make your Jotform AI Agent smarter by training it with a PDF. This allows the agent to quickly find answers based on the information in your file. Whether it’s FAQs, product details, policies, or instructions, adding PDFs helps your AI Agent provide fast and accurate responses.

Training your AI Agent with a PDF is easy. Here’s how to do it:

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

Agent Builder's training section with the 'File' option visible after clicking 'Train' in the top bar in AI Agent Jotform

Now, click on Upload a File to open the location where your PDF Document is saved on your computer, or drag and drop your PDF Document into the window to upload it.

Agent Builder upload window open, allowing users to select or drag and drop a PDF file in AI Agent Jotform

Now, enter a description of what you’d like your Agent to do with the file.
Finally, click on Save, and you’re all set.

Agent Builder with a text box for entering instructions on how the Agent should process the file and a Save button in AI Agent Jotform

Your information has been successfully added and can now be found in the Knowledge Base section.

Agent Builder displaying a confirmation that the uploaded information is stored in the Knowledge Base in AI Agent Jotform

Note

You can upload multiple PDFs and keep your AI Agent’s knowledge up-to-date by adding new files as needed.

That’s it! Your Jotform AI Agent will be ready to respond with the information from your PDF.

Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Help Center: https://www.jotform.com/answers/

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