Very straightforward to use for non-technical executives. High-value solutions that are secure, reliable and available 24/7. Our Customer Support agent lets us know immediately if it cannot answer a question, so that we can resolve the issue ASAP. It's already saved us thousands of dollars in development and staffing costs. Super easy to implement and always accurate. Simply amazing! Review collected by and hosted on G2.com.

The platform has a slight learning curve. I've noticed it improving over time. For instance, there was a shift in background/text colors once, that was a little difficult to resolve directly. It happened again, and the fix was much easier. Review collected by and hosted on G2.com.

I use Jotform AI Agents for my magic and children's entertainment business, and it's brilliant. The AI agent speaks with my clients to address any problems they might have, makes bookings for me, and updates my calendar. It frees up so much time that I used to spend on bookings, allowing me to do other things. I like how easy it is to use; it's so straightforward. You just type in what you want the agent to do, and it does it. The integrations are incredible, like connecting to my emails and directly linking to my YouTube channel to share videos with clients. It's very easy, simple, and straightforward to set up. It's fulfilling all of my needs, so it's brilliant. Review collected by and hosted on G2.com.

I have nothing to say here. Really Review collected by and hosted on G2.com.

What I like most is that it helps me automatically respond to customer questions on my website. I run a small print-on-demand store, and visitors often ask about product customization, shipping timelines, and how to place orders. The AI chat agent can reply instantly through live chat, which saves time and ensures visitors get quick answers even when I’m not immediately available. I also like how easy it is to set up and train the AI agent with information about my products so it can give more relevant responses. The interface is simple and straightforward, which makes it easy to start using without much technical setup. Review collected by and hosted on G2.com.

One improvement I would like to see is a built-in place to store reusable response templates or macros for common replies. It would also be helpful if conversations could be grouped or organized by topic so reviewing chats is easier. Another limitation is that the AI mainly works through website live chat. When customers send questions directly to our support email, it can help create draft replies but cannot automatically respond yet. Expanding automation to email responses would make it even more useful. Review collected by and hosted on G2.com.

The features that they give for the ai agents. They are also quite generous with tokens for ai and things like that. Review collected by and hosted on G2.com.

Even though they are generous, the training still uses tokens. Also, everything is everywhere. For example, why are the Addons in the training tab? Also I think that their mobile app needs a lot of improvement. There should be a way to make the ai slow down their texts etc. Review collected by and hosted on G2.com.

I have a specialized website with a chatbot that answers very specific questions, and it's working great. Jotform AI Agents solves countless problems, even answering questions I didn't imagine users could have. I find it highly configurable, and being able to train it with specific documents is the most useful for me, especially because I work in a very specific field of knowledge. The simplicity of configuration is a strong point, as it only requires installing it, and that's a big plus for me. Review collected by and hosted on G2.com.

It happened to me once that it gave wrong answers and was loaded with documentation that included the correct answer. I think it took the answer from the question history and gave me the same answer. They could refine the review of the materials with which the chats are trained. Review collected by and hosted on G2.com.

I like using Jotform AI Agents for organizing my soccer tournaments. It helps with the forms and payments, which is really convenient. I also appreciate that it can talk to the team for me and help answer questions they might have. Messaging on Instagram and making voice calls are other features I find valuable. The knowledge it provides about the tournament gives me confidence and helps teams who want to sign up to understand things more clearly. The initial setup was very easy for me too. Review collected by and hosted on G2.com.

Nothing so far Review collected by and hosted on G2.com.

I really like the Jotform AI Agent overall. One of the biggest benefits is that it can answer basic, common questions automatically. In the past, we would receive a lot of repetitive inquiries that a staff member had to triage manually. They would answer what they could and then forward the rest to me. That process took a lot of time and created unnecessary back-and-forth. The AI agent eliminates much of that, which has been a huge time saver.

I also really like how easy it is to build and update the knowledge base. Being able to add questions and answers directly into the training is extremely straightforward, and the generous character limit (up to about 10,000 characters per entry) makes it possible to provide detailed information when needed.

Implementation was also surprisingly simple. I was able to install the agent on our Squarespace website without any coding experience. As a complete novice, I was able to copy and paste the code and get it running without any issues. That ease of setup and integration has been fantastic. Review collected by and hosted on G2.com.

Main Issues with Jotform AI Agents

Overall, I like the tool, but there are several usability issues that make it much more time-consuming than it should be.

1. Cannot Copy or Paste in the Q&A Editor

In the Questions and Answers section, the editor does not allow copying or pasting text.

This creates a major workflow problem. Often, multiple questions share the same answer. Normally I would copy and reuse the response, but the system prevents both copying from the answer field and pasting into it.

For example, I might draft a response in another tool (like ChatGPT) and try to paste it into Jotform. The platform will not allow it. That means I have to manually retype the same answer repeatedly, sometimes five or more times for different questions.

In 2026, not being able to copy and paste text inside a text field is honestly pretty shocking. This should be fixed as soon as possible because it wastes a significant amount of time.

2. No Effective Way to Reset or Clear Chat History

Another issue is that there’s no reliable way to clear the chat history when testing the chatbot.

A common workflow looks like this:

I ask the chatbot a question.

It gives an incorrect or incomplete answer.

I update the knowledge base with the correct information.

I go back to the chat to test it again.

However, when I ask the same question again, the chatbot often responds as if the earlier answer still applies, saying something like “I already answered that question.” It seems to rely on the previous conversation context instead of pulling the updated information from the knowledge base.

This makes it difficult to know whether:

the knowledge base actually updated correctly, or

the chatbot is still relying on old information.

A reset or refresh button for testing would solve this. Ideally something like:

“Reset conversation”

“Reload knowledge base”

or a message that says “Knowledge base updated — allow X minutes for refresh.”

Right now the lag and persistent chat memory make testing extremely frustrating.

3. Limited Control Over the Agent’s Directives and Purpose

The system seems heavily designed for retail use cases (sales, returns, orders, etc.), which makes it harder to configure for other types of organizations.

In my case, I’m using the AI agent for event information and public inquiries, not retail support. Because of that, I had to write custom instructions explaining that the business is not a retail business and that the chatbot should behave differently.

There should be more flexibility in defining the agent’s role and purpose, or templates for different contexts (for example: events, nonprofits, education, etc.).

4. Chat Guidelines Interface Is Too Small and Difficult to Use

The chat guidelines fields are extremely small, allowing only about one visible line of text.

If you write anything longer, the text disappears off the side and becomes difficult to read or edit. That means you can’t easily review what you wrote for your own guidelines.

It would be much more usable if:

the fields were larger multi-line text boxes, or

the interface allowed expanding the field while editing.

Editing and deleting guidelines was also unexpectedly difficult.

5. Inconsistent Greeting Behavior

Even when I specify the greeting in both the chat guidelines and the knowledge base, the chatbot sometimes generates its own greeting.

For example, instead of a simple greeting like:

“Hi! How can I help you?”

It will say something oddly specific like:

“Hi, I'm the AI assistant. Can I help you with the festival dates today?”

That kind of response feels awkward and overly scripted. It would be helpful to have stronger control over the greeting behavior so the chatbot reliably follows the defined instructions.

Summary of the biggest improvements that would help:

Enable copy and paste in the Q&A editor

Add a clear/reset conversation button for testing

Improve control over the chatbot’s role and directives

Expand the chat guidelines text fields

Improve consistency in greetings and instruction-following

These changes would make the system dramatically easier to use, especially for organizations using the agent for information services rather than retail customer support. Review collected by and hosted on G2.com.

The AI features of Jotform AI Agents are easy to set up and require minimal technical knowledge to implement. The configuration process is straightforward, allowing us to quickly train the agent using our forms, FAQs, or uploaded information.

Once deployed, the agent can obtain and deliver the answers it needs in a simplified and structured way. It guides users through questions step by step, collects essential information efficiently, and provides clear responses without unnecessary complexity. This makes it practical for handling general inquiries and basic client interactions while saving time and reducing manual effor Review collected by and hosted on G2.com.

The AI features of Jotform AI Agents stand out because they can handle tasks that some other AI tools cannot, such as guiding users through conversational forms, collecting structured data automatically, and triggering workflows based on responses. The agent understands natural language, answers common questions, and captures client information efficiently, which helps streamline customer interactions.

However, one limitation is that certain regional dialects or informal expressions are not always recognized accurately. When users refer to things using slang or local terms, the agent may misunderstand or fail to provide the correct response. Overall, while the AI is powerful and practical for structured tasks and general inquiries, improvements in dialect recognition would make it even more effective. Review collected by and hosted on G2.com.

I really like Jotform AI Agents because it has already responded to more than 3000 messages completely automatically, which has been incredibly positive. The way we trained the agent and it follows all the instructions we give has really increased the retention of our customers' inquiries on Instagram, without needing to involve our staff via email. Additionally, I really appreciate that we can train the agent, something that other artificial intelligence tools did not allow us, and I see that the responses improve every day as we continuously feed it with new information. It was also a pleasant surprise how easy it was to set up and understand, with no problems throughout the process. Review collected by and hosted on G2.com.

From time to time, some instructions we give to the agent, it ends up not interpreting, even though we have given instructions several times for it to always be a receptive contact and not active, since we do not have human service on Instagram. But it always asks for the customer's email and says that we will make contact. We have tried several times to configure it not to do this, but it continues to do so. Review collected by and hosted on G2.com.

I am using Jotform AI Agents for participation form filling for my upcoming event. It is easy to deploy and user-friendly for my possible participants. The most interesting thing about the agents is that I can train them manually using some knowledge files and chat. Being able to create a totally customized agent to invite participants is very important since the minutiae I needed weren't available in any automated solution. The initial setup was as easy as writing, which is a big plus for me. Review collected by and hosted on G2.com.

The chatbot replies very shortly. That can be improved. Review collected by and hosted on G2.com.