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Building AI Agents with Jotform - A No-Code Guide

Kevin Stratvert via YouTube

Overview

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Learn to create no-code AI chatbots and virtual assistants in this 16-minute video tutorial that walks through building automated customer service solutions using Jotform AI Agents. Master the complete process of developing AI-powered agents for customer support, lead generation, and scheduling - from selecting communication channels and designing the interface to building knowledge bases and configuring automated actions. Discover how to customize AI personas, integrate with popular platforms like WhatsApp and Messenger, implement intelligent workflows, and deploy agents that can handle FAQs, process orders, and manage customer inquiries. Follow along with detailed demonstrations of form creation, chat training, and conversation monitoring to create professional AI assistants that align with brand guidelines and business needs.

Syllabus

00:00 - Introduction
00:49 - Get Jotform AI Agents
01:05 - Select a Channel
02:12 - Create an AI Agent
03:02 - Describe the Agent
03:27 - Customize Design & Style
06:49 - Build Knowledge Base
08:44 - Configure Actions
10:13 - Extend Capabilities with Tools
11:48 - Collect Data with Forms
12:10 - Teach Agent with Chat
13:01 - Set AI Persona
13:39 - Publish Agent
14:30 - Preview
15:14 - Review Conversations
15:44 - Wrap Up

Taught by

Kevin Stratvert

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