GoonBuilding Your Own AI Customer Service Agent with Jotform
Automating customer service, sales, and scheduling with AI has never been easier, thanks to Jotform AI Agents. In this step-by-step guide, we'll learn how to build AI agents using Jotform AI Agents, completely free and without requiring any coding knowledge.
Introduction to Jotform AI Agents
Jotform AI Agents is a powerful tool that allows you to create AI chatbots and assistants for customer support, lead generation, and booking. With Jotform AI Agents, you can train AI to answer FAQs, process orders, and handle inquiries. You can also integrate AI with websites, WhatsApp, Messenger, and even phone calls.
Introduction to Jotform AI Agents
Selecting a Channel
The first step in building an AI agent is to select a channel. A channel is where your customers will interact with your AI agent. For example, you can choose a standalone experience, a chatbot, or even voice-based interactions. You can also set up the agent to receive calls or messages on platforms like WhatsApp and Messenger.
Creating an AI Agent
Once you've selected a channel, you can start building your AI agent. You can choose to start from scratch, use a template, or even clone yourself. Jotform offers thousands of AI agent templates that you can use as a starting point.
Describing the Agent
The next step is to describe the agent you want to create. You can choose from preselected options or type in your own description. For example, you can create an AI agent that helps customers place orders, books factory tours, and answers common questions.
Customizing the Design and Style
After creating your AI agent, you can customize its design and style. You can choose from various avatars, colors, and fonts to match your brand's identity. You can also upload your own logo and background image to make the agent more personalized.
Building the Knowledge Base
The knowledge base is where you can train your AI agent to answer customer questions. You can add links to websites, upload files, and even chat with the agent to build its knowledge base. The more information you provide, the more accurate and helpful your AI agent will be.
Configuring Actions
Actions allow you to give specific instructions to your AI agent. For example, you can set up the agent to send an email or make a phone call when a customer has a negative experience. You can also integrate the agent with Google Calendar to schedule appointments.
Extending Capabilities with Tools
Tools allow you to extend the power of your AI agent. For example, you can integrate the agent with Google Drive, display a PDF, or even take photos. You can also use tools to send data to a database or read from a database.
Collecting Data with Forms
Forms allow you to collect data from customers. You can create forms to collect information such as names, emails, and phone numbers. You can also use forms to collect orders or schedule appointments.
Teaching the Agent with Chat
You can teach your AI agent by chatting with it. This is a great way to build up the agent's knowledge base and ensure it can answer customer questions accurately.
Setting the AI Persona
The AI persona allows you to adjust the agent's name, role, language, and tone of voice. You can also adjust the conversation style and response length to match your brand's identity.
Publishing the Agent
Once you've completed all the steps, you can publish your AI agent. You can share the agent through various channels such as email, WhatsApp, or Messenger. You can also embed the agent directly into your website.
Reviewing Conversations
After publishing your AI agent, you can review all the conversations it has with customers. This is a great way to see how the agent is performing and identify areas for improvement.
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Conclusion
Building an AI customer service agent with Jotform AI Agents is a straightforward process that requires no coding knowledge. By following these steps, you can create an AI agent that can help you automate customer service, sales, and scheduling. With Jotform AI Agents, you can provide 24/7 support to your customers and improve their overall experience. So why not get started today and see how Jotform AI Agents can help your business thrive?