Overview

Work across Jotform products

• Describe a business goal and build a solution across products in one conversation, such as an intake form with an approval workflow.
• Find existing content by name or product type, review its details, and request supported changes.
• Review a plan when requested, adjust its scope, and follow progress as each step completes.
• Preview supported results in the conversation and open the relevant product to continue working.

Create and customize forms

• Create forms from descriptions, question lists, uploaded documents or images, and public webpage content.
• Duplicate existing Jotform forms, or import online forms and supported files where form import is available.
• Create quizzes with your preferred question count, difficulty, and single-choice, multiple-choice, or yes/no questions.
• Convert documents into Smart PDF forms that preserve their layout, collect responses, and produce completed PDFs.
• Add, edit, reorder, or remove questions, including labels, choices, required status, validation, and supported product and payment fields.
• Customize form layout, colors, fonts, backgrounds, languages, and the Thank You page.
• Set conditional logic to show or hide fields, skip pages, change requirements, and calculate values.
• Configure notification and autoresponder emails, including their content, recipients, and sending settings.

Build apps, tables, and workflows

• Create complete apps with multiple pages, navigation, content, branding, and embedded forms.
• Add, edit, organize, or remove app pages and elements, and adjust themes, styling, and supported settings.
• Create custom interactive app widgets, such as calculators and tools tailored to your users.
• Create tables with columns suited to leads, inventory, tasks, or other data. Continue column and record changes with the Data Assistant in Jotform Tables.
• Build approval workflows with conditional routes and notifications, using an existing form or creating a new one.
• Update existing workflow steps’ names, approvers, conditions, field values, and email content. Use the workflow builder to add or remove steps.

Prepare documents and collect signatures

• Create signable documents from a description, optionally using a reference file to guide their content.
• Edit a draft’s title, text, clauses, and layout. Editing imported documents may rebuild their appearance and requires approval.
• Add, change, or remove fillable fields, including signatures, text fields, dropdowns, checkboxes, and radio buttons.
• Update field labels, required status, placement, and the signer role responsible for each field.
• Review signer roles and assigned fields, and update recipients’ names, email addresses, and signing order.
• Send signature requests with custom messages, signing order, and automatic reminders, including independent copies for different recipients.
• Review signing activity and track each signer’s progress, along with copies that are pending, completed, or canceled.

Create, train, and test AI agents

Agent editing and testing depend on availability in your workspace.

• Create AI agents from a description, or customize an existing agent’s name, persona, tone, language, and response length.
• Add, update, or remove knowledge from text, questions and answers, or website URLs.
• Connect or disconnect forms that the agent uses during conversations.
• Configure conversation actions to collect information, present content, submit forms, or send notifications, and define when they run.
• Set note-taking behavior and specify what information the agent should record.
• Customize the website chatbot’s greeting, welcome style, placement, and opening behavior.
• Review conversations, send test messages, inspect replies, and continue an existing conversation.

Analyze responses and uploaded materials

• Find and filter submissions from one or more forms, including recent responses, and browse them in the conversation.
• Summarize submitted answers and calculate statistics, comparisons, and trends.
• Analyze feedback sentiment, identify common responses, and combine findings across forms.
• Ask questions about uploaded documents, images, and spreadsheets; summarize their contents and extract text, form fields, and tables.
• Use uploaded files or public webpage content as the starting point for new Jotform resources.

Get product and account help

• Ask how Jotform products and features work, compare options, and choose the right approach for your task.
• Get step-by-step guidance on setup, publishing, embedding, sharing, and product settings.
• Troubleshoot product issues and get help with settings or connections that require your input.
• Find the relevant builder, settings page, or connection screen and open it to complete the task.
• Get help with sign-in, account access, and authentication issues, including the appropriate account recovery process.
• Ask about plans, billing, and charges, and start the relevant support process for billing issues or refund requests.
• Get guidance on account restrictions or suspension and access the support process for reviewing the issue.
• Provide the details needed for a support request, open the relevant support form, or create a ticket where available and get its link.

Enterprise features

These features require Jotform Enterprise and the appropriate permissions for the team, products, or Insights data.

• Find teams and review their information and available workspaces.
• Create resources in team workspaces and move supported items between personal and team workspaces.
• Invite team members by email and choose their roles.
• Add server users as an authorized Enterprise administrator.
• Explore form traffic, submission counts, and completion rates through Insights.
• Review app views, downloads, visitor activity, and engagement.
• Analyze workflow activity, signature completion, and AI agent usage, and summarize findings for a selected date range.

Build and edit forms

• Create a form from a description and suggest relevant questions for its purpose.
• Create a form from an existing online form or a supported uploaded file through the form import experience.
• Add, edit, reorder, or remove questions, sections, and page breaks.
• Configure contact fields, choice fields, dates and appointments, ratings, file uploads, signatures, calculations, and payment fields.
• Change question labels, descriptions, choices, default values, required fields, validation, and other supported field settings.
• Update the form title and switch between Classic and Card layouts.
• Answer questions about the current form and its settings.

Design and branding

• Find and apply themes, customize colors and fonts, and adjust spacing and field layout.
• Arrange selected questions into columns or place one question on each page.
• Add a logo from an upload, website, or brand name.
• Generate a background image or edit an existing form logo or background, including removing its background.
• Preview the form and save a customized theme.

Logic and form settings

• Create, edit, or remove rules that match all or any of several conditions.
• Show or hide fields, make them required or optional, and enable or disable them based on answers.
• Skip to a page or hide pages based on answers.
• Show or hide individual choices and products based on answers.
• Calculate results, copy answers between fields, or set a field’s value when a condition is met.
• Choose a Thank You message, redirect destination, or email recipient based on answers.
• Clear values when fields are hidden.
• Enable or disable a form, set submission limits and closing dates, and customize the closed-form message.
• Configure duplicate-submission checks, accessibility options, and form-cloning restrictions.
• Configure autocomplete, Save and Continue Later, progress and title display, and review before submission.
• Open settings for password protection and form-data encryption.
• Set automatic submission deletion and customize submission display and editing options.
• Enable or disable form draft mode on Jotform Enterprise.

Products and payments

• Add or edit products, prices, descriptions, quantities, and product options.
• Generate product images.
• Add, update, or remove tax rates and surcharges.
• Get guidance and open the settings for connecting a payment gateway.

Emails and the Thank You page

• Create notification and autoresponder emails, including custom welcome and thank-you messages.
• Edit email content, design, and individual sections, or recreate an email from scratch.
• Clone, enable, disable, or delete an email.
• Change email subjects, sender names, recipients, reply-to addresses, and supported CC and BCC settings.
• Configure email timing, sending on new or edited submissions, PDF and file attachments, and whether empty answers appear.
• Send a test email to your own email address.
• Customize the Thank You page’s message, images, icon, layout, and icon position.
• Offer PDF downloads, submission editing, and filling out the form again from the Thank You page.

Languages, testing, and sharing

• Add or remove form languages, improve translations, and fill in missing translations.
• Prepare and send a test submission to check the form experience.
• Get the form’s share link, QR code, or website embed code.
• Open the relevant settings for email invitations, reminder emails, form assignments, and calendar connections.
• Create a workflow for the current form.
• Undo recent copilot changes and get guidance on building, publishing, and troubleshooting forms.

Build and organize an app

• Create an app from a description and make changes to an existing app.
• Create, rename, reorder, or delete pages and choose the landing page.
• Add, edit, move, or remove page elements, including text, headings, images, buttons, forms, and lists.
• Build navigation between pages and configure mobile bottom navigation.
• Create list and detail pages for connected data.
• Add forms, tables, AI agents, and custom AI widgets to the app.
• Create new connected resources or reuse existing ones.
• Add or update dropdowns that get their choices from connected forms or tables.

Design and content

• Apply themes, change colors and fonts, and choose light or dark mode.
• Customize the app name, description, logo, icons, and header background.
• Change header layouts, sizing, alignment, headlines, and call-to-action buttons.
• Adjust page and element appearance, including corner styles.
• Use provided images, stock images, or brand logos in the app.
• Change the app language and translate app content.

Access and app settings

• Require login for an app or selected pages.
• Create role-specific experiences and control which pages and elements each role can see.
• Configure lists to show a user’s own submissions where appropriate.
• Enable or disable the app and its push-notification feature.
• Review connected resources and, after confirmation, make a connected table readable by visitors when needed.
• Review the app’s current pages, elements, settings, and connected content.

Find and understand responses

• Find submissions by their content or filters and review the selected response.
• Ask questions about form fields and submission details.
• Summarize responses and identify trends, comparisons, unusual values, and key findings.
• Calculate totals, averages, minimums, maximums, counts, and unique values.
• Display charts for selected questions.
• Use the selected-answer actions to summarize or translate an answer.

Organize and follow up

• Create Inbox tabs and switch between tabs.
• Mark submissions as read or unread, star or unstar them, and flag or unflag them.
• Archive or unarchive submissions, move them to the trash, or restore them.
• Open a submission for editing.
• View comments, read an individual comment, and add or update comments.
• Prepare an email draft for a response.
• Prepare custom calculations on submission data using the Inbox calculation action.

Share, export, and get help

• Export submissions for download.
• Open Inbox sharing settings.
• Undo supported recent changes.
• Get guidance on Inbox features, settings, and troubleshooting.

Tables, tabs, and columns

• Rename a table and update or remove its description.
• Create grid, card, calendar, or folder tabs, including tabs based on an existing tab or form.
• Rename tabs, change their colors, and update or remove descriptions.
• Add text, choice, date, number, phone, and assignee columns.
• Create advanced-formula columns or generate a formula for use in an existing column.
• Create AI columns that process or summarize other field values.
• Change column titles and descriptions; freeze or unfreeze, show or hide, and lock or unlock supported columns.
• Configure number precision and currency, advanced-formula settings, and assignee notifications.
• Add, change, or remove filters and sorting.

Records and analysis

• Find, filter, and retrieve records, and answer questions about table data.
• Calculate totals, averages, minimums, maximums, counts, and unique values.
• Analyze trends, distributions, comparisons, outliers, and other findings, and display charts.
• Create blank records, records with values, and sample records for testing.
• Update record values where editing is supported.
• Star or unstar, flag or unflag, mark as read or unread, archive or unarchive, and trash or restore records.
• Run configured action buttons.
• Open incomplete payments, unfinished submissions, archived records, and the trash.

Import, export, and collaboration

• Find existing forms and tables to work with.
• Import records from an attached file into a selected tab, map its columns, or open the import screen.
• Export records as CSV, Excel, or PDF, with selected columns or a selected PDF version where supported.
• List available PDF versions and download submission attachments.
• Review the share link, privacy, invited people, and sharing permissions.
• Change the default access role and printing or download permissions for people using the share link.
• Invite people by email and change an invited person’s role.
• Undo recent copilot changes and get guidance on table features and settings.

Create and organize reports

• Generate a report from the available submission data, with a title, pages, charts, and supporting content.
• Rename the report during report creation.
• Add, reorder, update, or delete report pages and change page backgrounds.
• Add, update, or delete text, headers, shapes, icons, images, tables, and charts.
• Move elements between pages and adjust their position, size, and transparency.

Customize report content

• Edit text, titles, subtitles, fonts, alignment, colors, and header lines.
• Change shapes, borders, fills, icons, and images.
• Choose chart types and adjust chart options, labels, entry limits, and sorting.
• Choose the columns shown in a table, reorder them, and freeze columns.

Explore data and get help

• Find and filter submissions and answer questions about the report’s data.
• Calculate totals, averages, minimums, maximums, counts, and unique values.
• Summarize results and identify patterns, trends, comparisons, and outliers.
• Display charts for selected questions and update the report’s data filters.
• Inspect the current report, pages, fields, and field values.
• Get guidance on report settings, sharing, and publishing.

Build and change a workflow

• Create a workflow from a description through the workflow creation experience.
• Add steps, including supported approvals, tasks, forms, emails, conditions, and integrations.
• Connect existing steps and change how the process moves between them.
• Edit step content, settings, and outcomes.
• Remove steps and revise the workflow’s structure.
• Find available forms and review product details when choosing resources for the workflow.

Review, troubleshoot, and test

• Explain the current workflow, its steps, connections, and paths.
• Identify configuration problems, including an unconfigured starting trigger or incomplete step setup.
• Help resolve supported step, connection, and configuration problems.
• Start a workflow test run.
• Undo recent copilot changes and redo a change that was undone.

Page layout and appearance

• Change page size and portrait or landscape orientation.
• Set background colors, images, and patterns.
• Change page-number placement, text direction, and field spacing.
• Apply a coordinated document style or update only selected parts of the style.
• Customize heading, label, and answer fonts, sizes, colors, alignment, bold or italic styling, and text decoration.
• Get suggested fonts, patterns, colors, and other design options.

Content, fields, and images

• Add text, headings, images, lines, signature elements, spacing, sections, and page breaks.
• Add fields from the connected form.
• Update field text, background, list style, direction, and typography.
• Delete selected document fields or elements.
• Use an attached image as a logo, page background, or image element, or replace an existing image.
• Remove the background from a logo.
• Organize document content into a clearer layout.

Review and guidance

• Undo and redo document changes.
• Get guidance on PDF Editor features and document design.

Profile, knowledge, and connected forms

• Update the agent’s name, persona, tone, language, and response length.
• Add, edit, or remove knowledge provided as text, questions and answers, or website URLs.
• Browse available forms and connect a form to the agent.
• Review connected forms and disconnect a form.

Conversation actions

• Create, edit, or delete conditional actions, and configure when and on which conversation channels they apply.
• Trigger actions at the start of a conversation, at a date or time, after a form submission, or based on visitor intent, topics, wording, provided information, sentiment, or page URL.
• Specify an exact message, topics to discuss or avoid, information to always include, and custom conversational instructions.
• Use the knowledge base or search a website to answer a visitor’s question.
• Collect information, consent, photos, or signatures, and help visitors fill out a connected form.
• Help visitors schedule an appointment.
• Show lists, checklists, buttons, images, image choices, videos, PDFs, social-follow prompts, or a screen-sharing button.
• Send emails or mobile push notifications as part of a configured action.
• Send requests to external services or record a Meta conversion event.
• Trigger a form submission or run a connected workflow.
• Create, update, or remove note-taking behavior.

Chatbot appearance

• Change the greeting and greeting message.
• Choose the chatbot’s position, size, welcome layout, and input placeholder.
• Configure whether it opens automatically, its opening delay, and the attention animation.

Prepare the current document

• Rewrite, restructure, shorten, expand, translate, or proofread editable draft document content.
• Restyle supported draft content.
• Add signature, text, date, email, name, and other supported fillable fields.
• Assign a new field to a signer role and specify its position.
• Review document information and signer details, including names, email addresses, roles, assigned fields, and status.

Send and track signatures

• Send the current document to its assigned signers.
• Customize the signature-request subject and message, signing order, and automatic reminders.
• Generate a signing link for a participant.
• Check overall signing progress and each signer’s status.
• List signing submissions and identify who has signed.

Guidance

• Get help with Sign features, document settings, and troubleshooting.
• Get instructions for editing or removing existing fields and signer roles, or changing content in a document format that does not support direct editing.