How to Build AI Agents with Jotform – No Code, Free & Beginner-Friendly

About this video

Kevin builds a free, no-code customer service AI agent for the Kevin Cookie Company in Jotform, sponsored by Jotform. Starting from ‘Create AI Agent,’ he picks a channel — standalone (linked or embedded), chatbot, phone voice, voice on website/app, WhatsApp, or Messenger — noting the channel can be changed later. He chooses Start from Scratch over starting from a form, one of thousands of templates, or cloning himself, and describes the agent: help customers place orders for cookies, book factory tours, and get answers to common questions. In the Builder’s Build step he replaces the default man-in-a-suit avatar by generating a friendly cartoon bear wearing a chef’s hat and holding a cookie — Benny the Bear — sets the title to Benny the Bear, customer service specialist, applies brand colors and a logo, and sets the welcome page heading to ‘Customer Service, Baked to Perfection.’ In Train, he builds the knowledge base by crawling the company website, uploading an Excel spreadsheet of cookie prices with instructions to use it for price questions, and pasting text on hours, location, website, and phone. He adds an Action: when user sentiment is negative/upset, send an email asking a human specialist to reach out. Under Tools he connects Google Calendar to book factory tours — 60-minute tours at 11 a.m. to noon and 2 p.m. to 3 p.m., collecting full name and email — alongside other tools like Google Drive, PDF display, and API requests, and attaches a cookie order form under Forms. He also teaches the agent by chatting (it ships cookies worldwide; children of all ages are welcome on tours) and sets the AI Persona to friendly with short responses. Publishing offers a share link, embed code, and a dedicated phone number for $10 a month. In testing, the agent correctly answers chocolate chip cookies are $2 each and gives business hours, and steers a Tuesday 10 a.m. tour request to 11 a.m. Past conversations can be reviewed to find knowledge gaps.

Key takeaways

• Pick a channel first (standalone, chatbot, voice/phone, WhatsApp, or Messenger) — you are not locked in and can add channels later
• Train from multiple sources at once: crawl your website, upload files like a pricing spreadsheet with usage instructions, and paste text such as hours and location
• Add sentiment-based actions to escalate upset customers to a human by email instead of leaving them with the AI
• Extend the agent with tools and forms: Google Calendar booking with set availability and required fields, plus an order form for transactions
• Teach by chatting and review past conversations after publishing; distribution is via share link, site embed, or a $10/month phone number

Episode details: published February 25, 2025 · 16:03 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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