Jotform Boards Debuts to Streamline Capturing Customer Requests
Jotform Boards is designed to capture and resolve every customer request.
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Jotform, an online form builder and automation platform, announced the launch of Jotform Boards. This powerful new product auto-generates tasks from form responses, AI Agent conversations and every communication channel imaginable for easy tracking and team assignment.
Jotform Boards is designed to capture and resolve every customer request. With robust task management features, including automated task creation, custom fields and real-time collaboration, it gives users a seamless way to collect, organise and take action on their tasks all in one place.
Key Features of Jotform Boards:
- Turn Form Submissions into Tasks: Users can collect customer requests directly from forms and automatically turn them into actionable tasks.
- Turn AI Conversations into Tasks: Jotform AI Agents can convert requests from chats, calls and other channels into collaborative tasks.
- Turn Workflows into Tasks: Jotform Workflows can automatically generate tasks, triggered by predetermined actions for increased efficiency.
- Turn Orders into Tasks: Merchants can sell products and subscriptions directly from payment forms to instantly capture and keep track of every order.
- Turn E-Signatures into Tasks: Gather e-signatures and convert signed documents into tasks for easy tracking and workflow management.
- 1,000+ Free Board Templates: Streamline workflows with 1,000+ ready-to-use templates that fit a variety of industries and business needs.
Benefits of Jotform Boards:
- User-Friendly: Organise work and visualise progress at a glance in an intuitive, kanban-style drag-and-drop user interface.
- Seamless Collaboration for Teams: Share boards with teammates and manage their level of access, assign tasks, add comments, track changes and more.
- Customisable: Create custom task fields, control how cards are displayed, set up new task group columns and personalise board background themes.
- Connected: Link a single board to multiple channels so inputs from form submissions, AI Agent conversations and workflows appear in the same place. Or link a single channel to different boards based on the request — e.g., if a user places an order through an AI Agent, that task is routed to a new order board, but if the user asks for a refund, that task is routed to a refund board.
“Jotform Boards is more than just another task management solution; it’s a major step forward for customer service,” said Aytekin Tank, Founder and CEO of Jotform.
“By connecting AI Agents, form submissions and more in a centralised place without needing to manually enter data or export it to third-party platforms, organisations can collaborate so much more efficiently — helping them stay organised and responsive when dealing with customer requests from any channel.”
