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Connect your Jotform AI Agent to your Salesforce account with a single click. The setup is fast, secure, and integrated with Salesforce, no coding required.
Launch your Jotform Salesforce AI Agent in minutes by connecting your Salesforce account. Your Agent can instantly pull Salesforce Articles into its knowledge base, respond to customer queries with accurate information, and even create new Salesforce records in real time based on conversations.
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While connecting your Salesforce account, you can choose between Sandbox and Production environments. This gives you the flexibility to safely test your AI Agent’s features in a Sandbox before deploying it live in Production.
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Create a fully tailored Salesforce Agent without relying on predefined templates. Choose your own Salesforce knowledge articles, define actions, and design workflows to fit your exact business needs. Add as many actions and knowledge sources as necessary to build powerful, Salesforce-backed AI Agents.
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Jumpstart your Jotform Salesforce Agent by selecting from predefined actions and knowledge sets. These ready-to-use templates make it simple to create an Agent that can manage leads, cases, orders, appointments, FAQs, and even HR support—without starting from scratch.
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Jotform Salesforce Agent is another channel for your Jotform AI Agents. Combine your existing Agents with Salesforce knowledge and actions to create a Salesforce-backed Agent that responds smarter, automates workflows, and makes your Salesforce data instantly actionable.
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Jotform’s AI Agent template directory provides a library of agent templates designed to suit various needs
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Create an avatar based on yourself. Upload your photo or describe yourself, customize the background, and start using your AI Agent clone.
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Duplicate your AI agents with just one click, whether you need a replica for testing, client-specific customizations, or minor adjustments.
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