Building a Customer Service AI Agent with Jotform AI Agents

Introduction to Jotform AI Agents

Today, we're going to learn how to build a customer service AI agent using Jotform AI Agents, completely free and without writing a single line of code. At the Kevin Cookie Company, we receive numerous customer inquiries via our website, text, SMS, WhatsApp, Messenger, and even phone calls. Customers often ask about ingredients, placing orders, and sometimes they want to schedule factory tours. Introduction to building a customer service AI agent with Jotform AI Agents

Creating an AI Agent

To create an AI agent, we need to head to the Jotform website and click on the "Create AI Agent" button. This brings us to a page where we can start building our AI agent. The first step is to select a channel, which is where our customers will interact with the AI agent. We can choose from various options, including a standalone experience, embedding it into our website, or using voice-based interactions. Selecting a channel for the AI agent to interact with customers

Describing the Agent

Once we've selected a channel, we need to describe the agent we want to create. We can type in some text or choose from preselected options. In this case, we want our AI agent to help customers place orders, book factory tours, and answer common questions. Describing the AI agent's purpose and functionality

Customizing the Agent's Design and Style

After creating our AI agent, we can customize its design and style. We can adjust the look and feel of the agent, including the avatar, background, and conversation style. We can also upload our own logo and customize the welcome page. Customizing the AI agent's design and style to match our brand

Building the Knowledge Base

To train our AI agent, we need to build its knowledge base. We can do this by linking to a website, uploading a file, or typing in text-based information. We can also use actions to give specific instructions to our agent. Building the knowledge base for the AI agent

Configuring Actions

We can configure actions to handle specific situations, such as when a customer has a negative experience. We can set up the agent to send an email or take other actions in response to certain conditions. Configuring actions for the AI agent to handle specific situations

Integrating with Google Calendar

We can integrate our AI agent with Google Calendar to allow customers to book factory tours directly on our calendar. Integrating the AI agent with Google Calendar

Teaching the Agent

We can teach our AI agent by chatting with it and building up its knowledge base. This is especially useful for handling frequently asked questions. Teaching the AI agent by chatting with it

Setting the AI Persona

We can adjust the AI persona to change the agent's name, role, language, tone of voice, and conversation style. Setting the AI persona for the agent

Publishing the Agent

Finally, we can publish our AI agent and share it with our customers. We can embed it into our website, share a direct link, or set up a phone agent. Publishing the AI agent and sharing it with customers

Reviewing Conversations

We can review conversations between our customers and the AI agent to identify areas for improvement and add more knowledge to the agent's knowledge base. Reviewing conversations between customers and the AI agent

Testing the Agent

We can test our AI agent by previewing it and asking questions to ensure it's working as expected. Testing the AI agent to ensure it's working correctly

Conclusion

In conclusion, building a customer service AI agent with Jotform AI Agents is a straightforward process that can help automate customer support and improve the overall customer experience. Conclusion and final thoughts on building a customer service AI agent

Final Thoughts

By following these steps, you can create your own customer service AI agent using Jotform AI Agents and start automating your customer support. Final thoughts and recommendations for building a customer service AI agent