Glean vs Jotform AI Agents

Make an informed decision with our comprehensive comparison. Discover which RAG solution perfectly fits your needs.

Priyansh Khodiyar's avatar
Priyansh KhodiyarDevRel at CustomGPT.ai

Fact checked and reviewed by Bill Cava

Published: 01.04.2025Updated: 25.04.2025

In this comprehensive guide, we compare Glean and Jotform AI Agents across various parameters including features, pricing, performance, and customer support to help you make the best decision for your business needs.

Overview

When choosing between Glean and Jotform AI Agents, understanding their unique strengths and architectural differences is crucial for making an informed decision. Both platforms serve the RAG (Retrieval-Augmented Generation) space but cater to different use cases and organizational needs.

Quick Decision Guide

  • Choose Glean if: you value permissions-aware ai is genuinely differentiated - real-time enforcement across 100+ datasources addresses critical enterprise concern
  • Choose Jotform AI Agents if: you value omnichannel excellence: 7 native channels (whatsapp, facebook messenger, instagram, sms, voice/phone, website, standalone) vs most competitors requiring third-party integrations

About Glean

Glean Landing Page Screenshot

Glean is enterprise work ai with permissions-aware rag across 100+ apps. Glean is a premium enterprise RAG platform with permissions-aware AI as its core differentiator. Founded by ex-Google Search engineers, Glean achieved $100M ARR in three years and a $7.2B valuation (2025). It connects 100+ enterprise apps with real-time access controls, supports 15+ LLMs, and offers comprehensive APIs with 4-language SDKs. Trade-offs: enterprise-only sales (~$50/user/month, ~$60K minimum), no consumer messaging channels, and premium positioning over plug-and-play simplicity. Founded in 2019, headquartered in Palo Alto, CA, the platform has established itself as a reliable solution in the RAG space.

Overall Rating
96/100
Starting Price
$50/mo

About Jotform AI Agents

Jotform AI Agents Landing Page Screenshot

Jotform AI Agents is online form builder with ai-powered automation. Form-centric RAG platform with omnichannel reach (WhatsApp, Instagram, SMS, Voice) and 7,000+ templates, built atop Jotform's 35-million-user form builder ecosystem. Runs GPT-4o with confirmed RAG architecture achieving 4.5/5 accuracy rating. Critical gap: NO dedicated AI Agents API for programmatic management—existing REST API covers forms only. $39/month entry, HIPAA/SOC 2/GDPR certified. Best for SMBs needing no-code multi-channel deployment, not developers building custom RAG integrations. Founded in 2006, headquartered in San Francisco, CA, USA, the platform has established itself as a reliable solution in the RAG space.

Overall Rating
88/100
Starting Price
$39/mo

Key Differences at a Glance

In terms of user ratings, Glean in overall satisfaction. From a cost perspective, pricing is comparable. The platforms also differ in their primary focus: Enterprise RAG versus Form Builder. These differences make each platform better suited for specific use cases and organizational requirements.

⚠️ What This Comparison Covers

We'll analyze features, pricing, performance benchmarks, security compliance, integration capabilities, and real-world use cases to help you determine which platform best fits your organization's needs. All data is independently verified from official documentation and third-party review platforms.

Detailed Feature Comparison

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Glean
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Jotform AI Agents
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CustomGPTRECOMMENDED
Data Ingestion & Knowledge Sources
  • 100+ native connectors covering major enterprise categories
  • Cloud Storage: Google Drive, SharePoint, OneDrive, Dropbox, Box
  • Communication: Slack, Microsoft Teams, Gmail, Outlook, Zoom
  • Collaboration: Confluence, Notion, Jira, GitHub, GitLab, Miro
  • CRM/Support: Salesforce, ServiceNow, Zendesk
  • Custom sources: Indexing API for proprietary systems, web crawling for internal sites
  • File formats: PDFs, Word documents, HTML, spreadsheets, structured data
  • Note: Video/YouTube ingestion not explicitly documented as core capability
  • Real-time sync: Content appears within minutes via API, permission changes reflect immediately
  • Initial indexing: Few days depending on data volume
  • Scale: 10,000-100,000 users managing hundreds of millions of documents
  • Metadata ingestion: Content, metadata, identity data, permissions, activity signals
  • Indexing API: 10 requests/second for bulk operations, ProcessAll limited to once per 3 hours
  • PDF Uploads: Document knowledge ingestion via PDF format
  • Website URL Crawling: Automatic subpage detection with configurable auto-recrawl (daily, weekly, monthly schedules)
  • YouTube Integration: Video and channel ingestion with automatic transcript extraction
  • PPTX/Presentation Files: Upload PowerPoint presentations for knowledge base
  • Direct Text Input: Manual text snippets and custom Q&A pairs via dashboard
  • Conversational Training: Refine agent behavior by chatting directly with it - unique training method
  • Help Desk Sync: Zendesk, Freshdesk, Salesforce Knowledge article imports with automatic recrawling (Salesforce: daily/weekly/monthly)
  • Knowledge Base Limits: 10M chars (Free ~2.5K pages), 25M (Bronze ~6.2K pages), 50M (Silver ~12.5K pages), 100M (Gold ~25K pages), unlimited (Enterprise)
  • CRITICAL: CRITICAL GAP - NO Word Documents: .doc/.docx not explicitly supported - PDF uploads only for document ingestion
  • CRITICAL: CRITICAL GAP - NO Cloud Storage Ingestion: Google Drive, Dropbox, Notion function only as outbound file storage destinations, NOT knowledge sources - cannot auto-sync cloud repositories
  • Developer Workflow Friction: Must manually download cloud documents before upload vs competitors offering native cloud sync
  • Lets you ingest more than 1,400 file formats—PDF, DOCX, TXT, Markdown, HTML, and many more—via simple drag-and-drop or API.
  • Crawls entire sites through sitemaps and URLs, automatically indexing public help-desk articles, FAQs, and docs.
  • Turns multimedia into text on the fly: YouTube videos, podcasts, and other media are auto-transcribed with built-in OCR and speech-to-text. View Transcription Guide
  • Connects to Google Drive, SharePoint, Notion, Confluence, HubSpot, and more through API connectors or Zapier. See Zapier Connectors
  • Supports both manual uploads and auto-sync retraining, so your knowledge base always stays up to date.
L L M Model Options
  • Model Hub supports 15+ LLMs across multiple hosting providers
  • OpenAI: GPT-3.5, GPT-4
  • Azure OpenAI: GPT models
  • Google Vertex AI: Gemini 1.5 Pro
  • Amazon Bedrock: Claude 3 Sonnet
  • Per-step model selection: Different LLMs for each workflow step
  • Temperature controls: Factual, balanced, or creative output settings
  • Model tiers: Basic, Standard, Premium (premium consumes FlexCredits on Enterprise Flex)
  • Two access options: Glean Universal Key (managed) or Customer Key (BYOK)
  • Zero data retention: Customer data never used for model training
  • Automatic model updates: Deprecated models replaced with latest versions
  • Automatic routing: Optimizes using best-in-class models per query type
  • Primary Model: OpenAI GPT-4o for all standard accounts
  • HIPAA-Compliant Model: Google Gemini via Vertex AI exclusively for Gold/Enterprise accounts with BAA
  • Confirmed RAG Implementation: "Jotform utilizes the RAG technique to ensure all generated responses...are based on accurate, verified information from an agent's knowledge base"
  • Hallucination Prevention: RAG grounding + continuous monitoring of user-flagged responses with development team review
  • Third-Party Validation: 4.5/5 accuracy and reliability rating, 4.6/5 performance and speed (Futurepedia)
  • CRITICAL: NO Model Selection: Users CANNOT choose between providers or bring own API keys - Jotform manages routing internally
  • CRITICAL: NO Model Switching: Locked to GPT-4o (or Gemini for HIPAA) with no flexibility for cost/quality optimization
  • NO Benchmark Transparency: No published hallucination rates, retrieval accuracy percentages, or latency metrics - relies on third-party ratings only
  • Taps into top models—OpenAI’s GPT-5.1 series, GPT-4 series, and even Anthropic’s Claude for enterprise needs (4.5 opus and sonnet, etc ).
  • Automatically balances cost and performance by picking the right model for each request. Model Selection Details
  • Uses proprietary prompt engineering and retrieval tweaks to return high-quality, citation-backed answers.
  • Handles all model management behind the scenes—no extra API keys or fine-tuning steps for you.
Performance & Accuracy
  • 74% human-agreement rate on AI Evaluator benchmarks
  • 25% precision increases reported in customer case studies
  • 20% response time decreases documented
  • 141% ROI over 3 years (Forrester Total Economic Impact study)
  • $15.6M NPV for composite organizations
  • 110 hours saved per employee annually
  • AI Evaluator metrics: Context relevance, recall, answer relevance, completeness, groundedness
  • Hallucination prevention: RAG grounding, permission-aware retrieval, citation/source attribution
  • Note: Uptime SLA not publicly disclosed
  • Futurepedia Third-Party Ratings: 4.5/5 accuracy and reliability, 4.6/5 performance and speed
  • RAG Grounding: Responses based on verified knowledge base information vs general model knowledge
  • Continuous Monitoring: Development team reviews AI-flagged responses for negative feedback to enhance detection tools
  • Feedback System: Thumbs up/down on individual responses enables ongoing improvement
  • Hallucination Prevention: RAG technique + user feedback monitoring for accuracy maintenance
  • 24/7 Availability: All deployment channels support continuous operation
  • 99.9% Uptime SLA: Enterprise tier with service level guarantees
  • Hourly Replication: Google Cloud and AWS backup infrastructure with data redundancy
  • CRITICAL: NO Published Benchmarks: No quantitative hallucination rates, retrieval accuracy percentages, or latency metrics - transparency gap vs competitors
  • Delivers sub-second replies with an optimized pipeline—efficient vector search, smart chunking, and caching.
  • Independent tests rate median answer accuracy at 5/5—outpacing many alternatives. Benchmark Results
  • Always cites sources so users can verify facts on the spot.
  • Maintains speed and accuracy even for massive knowledge bases with tens of millions of words.
Developer Experience ( A P I & S D Ks)
  • Client API: Search, Chat, Agents, Documents, Collections, Answers, Shortcuts, Insights, Governance
  • Indexing API: Document operations, People/Teams, Permissions management
  • Official SDKs: Python (pip install glean), Java (Maven), Go, TypeScript
  • Web SDK: @gleanwork/web-sdk for embeddable components (chat, search, autocomplete, recommendations)
  • Python features: Async support, FastAPI/Django/Streamlit integrations
  • Java features: POJOs, fluent builders, Reactive Streams
  • Go features: Context-based, standard net/http
  • Authentication: OAuth 2.0 (recommended), user-scoped tokens, global tokens with X-Glean-ActAs impersonation
  • Indexing API auth: Glean-issued tokens only (OAuth not supported, Super Admin creation only)
  • Rate limits: Agent Runs 30/min, /indexdocument 10/sec, /processalldocuments once per 3 hours
  • Framework integrations: LangChain (langchain-glean), Agent Toolkit (OpenAI Assistants, CrewAI, Google ADK)
  • MCP Server: 5-minute setup for Claude Desktop, Cursor, VS Code, Windsurf, ChatGPT
  • Pre-built tools: glean_search, employee_search, calendar_search, gmail_search, code_search
  • Documentation: Excellent at developers.glean.com with OpenAPI specs, CodeSandbox demos
  • GitHub: github.com/gleanwork with SDK repositories and examples
  • CRITICAL: CRITICAL LIMITATION - NO AI Agents API: No dedicated API for programmatically creating, managing, or querying AI agents
  • Jotform REST API: Exists at api.jotform.com but covers forms and form submissions ONLY, NOT AI agents
  • Cannot Perform Programmatically: Create agents, upload/update knowledge bases, query agents through API endpoints, integrate agent conversations into custom applications beyond embedding
  • Outbound API Capability: Agents can send requests to external webhooks/APIs based on conversation triggers (ticket creation, CRM updates) - agent-to-external-system direction only
  • 11 SDKs Available: Python, JavaScript, PHP, Java, Go, C#, Ruby, Scala, iOS, Android, NodeJS - forms API coverage ONLY, NOT AI agents
  • Documentation: api.jotform.com/docs provides comprehensive code samples for forms - NO technical API reference for AI agents
  • Architectural Positioning: Platform designed as no-code consumer tool, NOT developer toolkit or RAG-as-a-Service API
  • Developer Gap: Fundamentally limits Jotform AI Agents to visual builder use cases vs programmatic integration workflows
  • Ships a well-documented REST API for creating agents, managing projects, ingesting data, and querying chat. API Documentation
  • Offers open-source SDKs—like the Python customgpt-client—plus Postman collections to speed integration. Open-Source SDK
  • Backs you up with cookbooks, code samples, and step-by-step guides for every skill level.
Integrations & Channels
  • Slack: Official Marketplace app, Gleanbot auto-responses, Real-Time Search API
  • Microsoft Teams: Native Teams app and agent integration
  • Zoom: Custom AI Companion integration
  • No WhatsApp: No native integration
  • No Telegram: No native integration
  • No Zapier: No native integration (different product "Glean.ly" exists)
  • Browser extensions: Chrome (300K+ users), Firefox, Safari, Edge with sidebar search, Command+J access
  • Web SDK embedding: Components for chat, search, autocomplete, recommendations
  • MCP Server: Single server URL enables integration with multiple AI assistants
  • Identity providers: Okta, Microsoft Entra ID, Google Workspace, OneLogin, Shibboleth, ADFS, Duo, Ping Federate
  • SSO protocols: OIDC (strongly recommended), SAML 2.0
  • Website Embedding: 5 styles - page embed, chatbot bubble, lightbox, popup, WordPress shortcode with custom positioning
  • WhatsApp Business: Native robust integration with bidirectional messaging, multi-language support, media sharing
  • Facebook Messenger: Full conversational deployment with native integration
  • Instagram: DM replies, comment responses, story reply automation (Enterprise tier only)
  • SMS: Dedicated phone numbers with NLP-powered text conversations (250 SMS free tier, scales with plan)
  • Voice/Phone: Dedicated numbers at $10/month, Twilio integration option, inbound call handling, web voice calls, website voice chat
  • Standalone Chat: Shareable links, QR codes, progressive web app conversion for kiosk mode
  • WordPress & Shopify: Native plugins for CMS and e-commerce deployment
  • Salesforce Deep Integration: 'Salesforce Agent' with record creation, Knowledge article sync, AppExchange availability
  • Zendesk & Freshdesk: Ticket creation and knowledge import integrations
  • Google Calendar & Outlook: Appointment scheduling within conversations
  • Payment Gateways: 30+ integrations (PayPal, Stripe, Square, etc.) for in-conversation payments
  • Zapier: 3,000+ apps for third-party workflows and automations
  • LIMITATION - Microsoft Teams & Telegram: Zapier integration only, NO native support - B2B messaging gap
  • Cloud Storage: Google Drive, Dropbox, OneDrive, Box (outbound file storage ONLY, not knowledge ingestion)
  • Embeds easily—a lightweight script or iframe drops the chat widget into any website or mobile app.
  • Offers ready-made hooks for Slack, Zendesk, Confluence, YouTube, Sharepoint, 100+ more. Explore API Integrations
  • Connects with 5,000+ apps via Zapier and webhooks to automate your workflows.
  • Supports secure deployments with domain allowlisting and a ChatGPT Plugin for private use cases.
  • Hosted CustomGPT.ai offers hosted MCP Server with support for Claude Web, Claude Desktop, Cursor, ChatGPT, Windsurf, Trae, etc. Read more here.
  • Supports OpenAI API Endpoint compatibility. Read more here.
Customization & Branding
  • UI customization: Custom logos (wordmark + symbol), color schemes, background images
  • Home page: Configurable widgets and quick actions
  • Welcome messages and feature toggles
  • Custom subdomains: your-company.glean.com
  • Note: Complete white-labeling not documented - Glean branding may remain
  • Chat widget styling: CSS positioning, width/height, custom containers
  • Theme customization: Colors, borders, shadows
  • Domain restrictions, SSO enforcement, channel-specific response controls
  • Server-to-server auth: Enables SSO bypass when needed
  • Visual Customization: Color schemes, gradient backgrounds, font families (Inter, Circular, Times New Roman), chat widget positioning
  • Avatar Options: AI-generated faces, custom photo uploads, pulsing effect animation for availability signaling
  • Tone and Personality: Adjustable chattiness levels (separate for chat and voice), tone presets (professional, casual, friendly, formal)
  • Custom Chat Guidelines: Define how agents communicate with personality instructions
  • AI Clone Feature: Replicate individual's communication style and personality - unique differentiator
  • Smart Triggers: Conditional responses triggered by conversation context, sentiment, keywords, date/time, page URL
  • White-Labeling: Remove Jotform branding from Bronze tier+, full white-label with custom domain URLs (Enterprise only)
  • Domain Restrictions: Control widget embedding via whitelisting
  • CRITICAL: CRITICAL LIMITATION - NO Raw CSS Access: All customization flows through visual designer's predefined options - cannot inject custom CSS for pixel-perfect brand matching
  • Fully white-labels the widget—colors, logos, icons, CSS, everything can match your brand. White-label Options
  • Provides a no-code dashboard to set welcome messages, bot names, and visual themes.
  • Lets you shape the AI’s persona and tone using pre-prompts and system instructions.
  • Uses domain allowlisting to ensure the chatbot appears only on approved sites.
Core R A G Features
  • Hybrid search: Combines semantic (vector-based) and lexical (keyword) approaches
  • Knowledge Graph Framework: Proprietary anchors and signals across enterprise data
  • Rich, Scalable Crawler: Permission rule synchronization at scale
  • LLM Control Layer: Optimizes and controls LLM outputs
  • RAG pipeline: Query Planning → Retrieval (permission-safe) → Generation (grounded, cited)
  • Hallucination prevention: RAG grounding, permission-aware retrieval, citation attribution
  • Context-aware query rewriting: LLM determines optimal query set with enterprise-specific rewrites
  • Permission-safe document retrieval with ranking
  • Grounded answers with source citations
N/A
N/A
Permissions- Aware A I ( Core Differentiator)
  • Real-time access control enforcement across all 100+ datasources
  • Identity crawling: Periodic capture of users, groups, memberships, permission models
  • Connector-level permission mirroring: Respects each source's native model (Salesforce, GDrive, etc.)
  • Real-time enforcement: Permission changes reflect immediately in search results
  • Technical implementation: allowedUsers/allowedGroups fields, nested group support
  • Debugging endpoints: Tools for troubleshooting permission issues
  • Zero-trust architecture: Users only see authorized content
  • Compliance-friendly: Meets regulatory requirements for data access control
N/A
N/A
Multi- Language & Localization
  • English: Full support (keyword search, semantic search, assistant, UI)
  • German: Full support
  • Japanese: Full support
  • French: Partial support
  • Spanish: Partial support
  • 20+ languages: Early access or keyword search only
  • Note: Cross-language queries in early access (e.g., English query finding Spanish documents)
N/A
N/A
Observability & Monitoring
  • Insights Dashboard: DAU/WAU/MAU metrics, Search Session Satisfaction (SSAT)
  • Usage metrics: Searches and chats per user per week
  • Department-level filtering with 270-day data retention
  • Coverage metrics: Signups/employees percentage
  • Search behavior analysis: Popular queries, patterns
  • Content engagement metrics
  • Insights API: POST /rest/api/v1/insights for programmatic access
  • Comprehensive audit logging: User activity, access patterns, permission changes, LLM responses
  • SIEM export capability
  • Jotform Insights (Enterprise): Sessions, conversations, success rates, device analytics, geographic data with custom dashboards
  • Custom Dashboards: Line, bar, pie charts with Excel/CSV export capabilities
  • Conversation History: Fully logged interactions with downloadable PDF transcripts and MP3 audio recordings (voice)
  • Agent Conversations Interface: Search, filtering, team sharing for conversation review
  • Thumbs Up/Down Feedback: Individual response rating system with aggregated analytics
  • Development Team Review: Regularly analyzes AI-flagged responses for negative feedback to enhance detection tools
  • Real-Time Monitoring: Live conversation visibility with green dot indicators for active chats
  • Take Over Chat Feature: Human agents see full context and history when intervening
  • Form Analytics Extension: Platform analytics leverage existing Jotform form analytics infrastructure vs purpose-built conversation intelligence
  • Comes with a real-time analytics dashboard tracking query volumes, token usage, and indexing status.
  • Lets you export logs and metrics via API to plug into third-party monitoring or BI tools. Analytics API
  • Provides detailed insights for troubleshooting and ongoing optimization.
Pricing & Scalability
  • Note: No public pricing - enterprise sales only
  • Estimated cost: ~$45-50+ per user/month
  • Minimum ACV: ~$60K (approximately 100 users minimum)
  • Model: Per-seat, annual contracts
  • Free trial: Not available; paid POCs reportedly up to $70K
  • Renewal increases: 7-12% annually unless caps negotiated
  • FlexCredits: For premium LLM usage on Enterprise Flex plan
  • Support tiers: Standard (24x5, included), Premium (24x7 critical, additional fee)
  • Dedicated CSMs: Assigned to enterprise accounts with regular business reviews
  • Starter (Free): $0 - 5 agents, 100 conversations/month, 50 voice minutes, 250 SMS, 10M character KB
  • Bronze: $39/month - 25 agents, 1,000 conversations, 100 voice minutes, 500 SMS, 25M character KB
  • Silver: $49/month - 50 agents, 2,500 conversations, 150 voice minutes, 1,000 SMS, 50M character KB
  • Gold: $129/month - 100 agents, 10,000 conversations, 300 voice minutes, 2,500 SMS, 100M character KB, HIPAA with BAA
  • Enterprise: Custom pricing - Unlimited agents/conversations/sessions, 1,000+ voice minutes, 5,000+ SMS, unlimited KB, 19 data centers across 15 countries, 99.9% SLA, dedicated CSM
  • Dedicated Phone Numbers: $10/month per number (additional to plan cost)
  • Subscription-Based Limits: NOT per-conversation charging - predictable monthly costs with usage caps
  • Nonprofit/Education Discounts: 50% off standard plans (Bronze/Silver/Gold), 30% off Enterprise tier
  • Genuinely Usable Free Tier: 5 agents, 100 conversations enables meaningful testing without credit card requirement
  • Runs on straightforward subscriptions: Standard (~$99/mo), Premium (~$449/mo), and customizable Enterprise plans.
  • Gives generous limits—Standard covers up to 60 million words per bot, Premium up to 300 million—all at flat monthly rates. View Pricing
  • Handles scaling for you: the managed cloud infra auto-scales with demand, keeping things fast and available.
Security & Privacy
  • Yes SOC 2 Type II (annual audits)
  • Yes ISO 27001
  • Yes HIPAA compliant
  • Yes GDPR compliant
  • Yes TX-RAMP Level 2
  • Note: No FedRAMP certification
  • AES-256 encryption at rest, TLS 1.2+ in transit
  • Single-tenant infrastructure
  • Zero data retention for LLMs - customer data never used for training
  • Cloud-Prem deployment: Customer-hosted in AWS or GCP for full data residency control
  • Active Data Governance: Continuous scanning with 100+ predefined infotypes (PII, PCI, M&A)
  • Customizable policies, auto-hide for sensitive content
  • Governance API for programmatic control
  • SOC 2 Type II Certified: Enterprise tier only (audit completed September 2022) - standard plans lack certification
  • HIPAA Compliant: Gold and Enterprise tiers with Business Associate Agreement - uses Google Gemini via Vertex AI for HIPAA accounts
  • GDPR Compliant: All plans with Data Processing Addendum and EU data residency options
  • PCI DSS Level 1: All plans for payment processing security
  • FERPA Compliant: Enterprise tier for educational institutions
  • CCPA Compliant: All plans for California Consumer Privacy Act
  • Encryption: 256-bit SSL/TLS in transit, RSA 2048-bit for forms, encrypted storage at rest
  • Infrastructure: Google Cloud (Iowa US, Frankfurt EU) primary + AWS (Virginia US, Frankfurt EU) backup with hourly replication
  • NO AI Training on Customer Data: Jotform explicitly does NOT use data collected through AI Agents to improve its services
  • OpenAI Data Handling: 30-day retention for abuse detection only - OpenAI does NOT use API Platform data for model training
  • Business Associate Agreements: With both OpenAI and Google for compliance workflows
  • Enterprise Data Sovereignty: 19 data center options across 15 countries for location-specific compliance
  • CRITICAL: NO ISO 27001: Information security management certification absent - compliance gap vs some enterprise platforms
  • CRITICAL: NO On-Premise: Cloud-only SaaS deployment - air-gapped environments cannot use platform
  • Protects data in transit with SSL/TLS and at rest with 256-bit AES encryption.
  • Holds SOC 2 Type II certification and complies with GDPR, so your data stays isolated and private. Security Certifications
  • Offers fine-grained access controls—RBAC, two-factor auth, and SSO integration—so only the right people get in.
No- Code Interface & Usability
  • Natural language agent configuration: Describe goals in plain language
  • Visual builder: Drag-and-drop workflow creation
  • AI-assisted creation: Glean suggests starting points and auto-generates draft agents
  • Agent Library: Pre-built templates for common use cases
  • 30+ prebuilt agents: Sales, engineering, IT, HR use cases
  • RBAC hierarchy: Setup Admin, Admin, Super Admin with granular permissions
  • 4.8/5 ease of use rating on G2
  • Visual Agent Builder: Zero coding required for complete agent creation, training, and deployment
  • Three Onboarding Paths: Start from scratch, convert existing form, or use templates - accommodates different user needs
  • 7,000+ Template Library: Healthcare (1,134), customer service (1,050), HR (1,068), education (760) with predefined roles, responses, settings
  • Form-to-Agent Conversion: One-click transformation of existing Jotform forms into conversational AI - rated 9.5/10 differentiator
  • Conversational Training: Refine agent by chatting directly with it - intuitive improvement method for non-technical users
  • Mobile-First Management: iOS/Android app for agent creation and management from mobile devices - unusual market capability
  • Drag-and-Drop Customization: Visual editor for colors, fonts, avatars, positioning without technical knowledge
  • Smart Trigger Builder: Visual interface for conditional logic without scripting
  • Role-Based Access Control: Enterprise tier with administrator and user roles, form-level permissions, SSO integration (SAML 2.0, Multi-SSO, SCIM provisioning)
  • 5-Minute Setup Time: Rapid deployment for basic agents using templates and form conversion
  • Offers a wizard-style web dashboard so non-devs can upload content, brand the widget, and monitor performance.
  • Supports drag-and-drop uploads, visual theme editing, and in-browser chatbot testing. User Experience Review
  • Uses role-based access so business users and devs can collaborate smoothly.
Support & Ecosystem
  • Standard support: 24x5 (Mon-Fri) via portal, email, Slack Connect
  • Premium support: 24x7 (critical only) with additional fee
  • Dedicated CSMs: Enterprise accounts with hands-on onboarding
  • Documentation: Excellent at developers.glean.com
  • GitHub repositories: SDK examples and sample projects
  • Regular business reviews for enterprise customers
  • 24/7 Live Chat & Email: support@jotform.com with 1-2 hour average response times - significantly faster than industry averages
  • Public Support Forum: Community Q&A with searchable historical threads
  • Comprehensive Help Center: jotform.com/help/ai-agents/ with step-by-step tutorials, integration guides, feature-specific articles
  • Video Tutorials: Visual learning resources supplement written documentation
  • Enterprise Support: Dedicated customer success managers, scheduled Zoom calls with support teams, SLA-based response guarantees
  • Professional Services: Implementation, training, and custom development services for Enterprise customers
  • Mobile App: iOS and Android apps for agent creation, training, management from mobile devices with push notifications
  • CRITICAL: NO Phone Support: Standard plans (Free/Bronze/Silver/Gold) lack phone support - chat and email only
  • NO Dedicated Account Managers: Enterprise tier required for dedicated CSM and scheduled support calls
  • Supplies rich docs, tutorials, cookbooks, and FAQs to get you started fast. Developer Docs
  • Offers quick email and in-app chat support—Premium and Enterprise plans add dedicated managers and faster SLAs. Enterprise Solutions
  • Benefits from an active user community plus integrations through Zapier and GitHub resources.
Conversation & Agent Features
  • Conversation history: Thread tracking in Slack, History tab in interface
  • Version control: All agent versions automatically saved
  • Note: Lead capture not a native feature - designed for internal enterprise use
  • Note: Human handoff requires external integration - ClearFeed, ServiceNow, Zendesk escalation
N/A
N/A
Deployment Options
  • Cloud (SaaS): Standard deployment on Glean infrastructure
  • Cloud-Prem: Customer-hosted in AWS or GCP environment for full data residency control
  • Single-tenant architecture: Isolated infrastructure per customer
  • Browser extensions: Chrome, Firefox, Safari, Edge
  • Web SDK embedding: Custom integration in customer applications
N/A
N/A
R A G-as-a- Service Assessment
  • Yes TRUE RAG PLATFORM - API-first architecture with comprehensive developer tools
  • Data source flexibility: Excellent (100+ native connectors, Indexing API)
  • LLM model options: Excellent (15+ models with per-step selection, BYOK)
  • API-first architecture: Excellent (Client + Indexing APIs, 4-language SDKs)
  • Embeddings control: Via Indexing API and custom datasources
  • Performance benchmarks: Strong (Forrester TEI, customer case studies)
  • Permissions & governance: Best-in-class (real-time enforcement, Active Data Governance)
  • Best for: Large enterprises requiring permissions-aware RAG with compliance needs
  • Not ideal for: SMBs with budget constraints, teams needing consumer messaging channels
  • Platform Type: FORM-CENTRIC NO-CODE CHATBOT PLATFORM with RAG capabilities - NOT pure RAG-as-a-Service like CustomGPT or Progress
  • RAG Implementation: Confirmed and explicitly documented - "Jotform utilizes the RAG technique to ensure all generated responses...are based on accurate, verified information from an agent's knowledge base"
  • Core Identity: Platform positioned as 'form-builder extension' vs developer-first RAG toolkit - fundamentally different target market
  • CRITICAL: NO AI Agents API: Critical gap - cannot create, manage, or query agents programmatically. Existing REST API covers forms only, NOT AI agents
  • Developer Limitation: Platform architected for no-code visual builder use cases vs API-first development workflows
  • Productized Vertical Solution: Exceptional within design parameters (form-to-conversation, multi-channel deployment, templates) but architecturally incompatible with RAG-as-a-Service development patterns
  • Comparison Validity: Architectural comparison to CustomGPT.ai is LIMITED - both implement RAG but serve fundamentally different use cases (no-code SMB vs developer API platform)
  • Use Case Fit: Organizations already using Jotform forms (35M+ users), SMBs needing multi-channel deployment without coding, form-to-conversation workflows - NOT developers needing programmatic RAG access
  • Platform Type: TRUE RAG-AS-A-SERVICE PLATFORM - all-in-one managed solution combining developer APIs with no-code deployment capabilities
  • Core Architecture: Serverless RAG infrastructure with automatic embedding generation, vector search optimization, and LLM orchestration fully managed behind API endpoints
  • API-First Design: Comprehensive REST API with well-documented endpoints for creating agents, managing projects, ingesting data (1,400+ formats), and querying chat API Documentation
  • Developer Experience: Open-source Python SDK (customgpt-client), Postman collections, OpenAI API endpoint compatibility, and extensive cookbooks for rapid integration
  • No-Code Alternative: Wizard-style web dashboard enables non-developers to upload content, brand widgets, and deploy chatbots without touching code
  • Hybrid Target Market: Serves both developer teams wanting robust APIs AND business users seeking no-code RAG deployment - unique positioning vs pure API platforms (Cohere) or pure no-code tools (Jotform)
  • RAG Technology Leadership: Industry-leading answer accuracy (median 5/5 benchmarked), 1,400+ file format support with auto-transcription, proprietary anti-hallucination mechanisms, and citation-backed responses Benchmark Details
  • Deployment Flexibility: Cloud-hosted SaaS with auto-scaling, API integrations, embedded chat widgets, ChatGPT Plugin support, and hosted MCP Server for Claude/Cursor/ChatGPT
  • Enterprise Readiness: SOC 2 Type II + GDPR compliance, full white-labeling, domain allowlisting, RBAC with 2FA/SSO, and flat-rate pricing without per-query charges
  • Use Case Fit: Ideal for organizations needing both rapid no-code deployment AND robust API capabilities, teams handling diverse content types (1,400+ formats, multimedia transcription), and businesses requiring production-ready RAG without building ML infrastructure from scratch
  • Competitive Positioning: Bridges the gap between developer-first platforms (Cohere, Deepset) requiring heavy coding and no-code chatbot builders (Jotform, Kommunicate) lacking API depth - offers best of both worlds
Competitive Positioning
  • vs CustomGPT: Enterprise-premium vs developer-friendly; permissions-aware AI vs flexible customization
  • vs Zendesk: Enterprise search + RAG vs customer service platform
  • Unique strength: Real-time permissions-aware AI across 100+ datasources (no competitor matches this)
  • Target audience: Large enterprises (1K-100K users) with complex permission hierarchies
  • Proven ROI: 141% ROI, $15.6M NPV, 110 hours saved per employee (Forrester)
  • Pricing barrier: ~$50/user/month with ~$60K minimum excludes SMBs
  • Enterprise focus: Security, governance, compliance over plug-and-play simplicity
  • Market Position: Form-centric no-code chatbot platform with strongest appeal to existing Jotform ecosystem (35M+ users) and non-technical SMB teams
  • Omnichannel Leadership: 7 native channels (WhatsApp, Instagram, Facebook Messenger, SMS, Voice/Phone, website, standalone) vs most requiring third-party integrations
  • Form-to-Agent Differentiator: 9.5/10 rated one-click conversion of forms to conversational AI - unique capability absent from pure RAG platforms
  • Template Library Depth: 7,000+ templates vs minimal/none from RAG-as-a-Service competitors - fastest time to production for standard use cases
  • Voice Maturity: Dedicated phone numbers, inbound calls, web voice, customizable accents - more developed than most RAG competitors
  • Pricing Accessibility: $39/month Bronze entry vs $700/month (Progress), $30K+/year (Drift, Yellow.ai) - SMB-friendly with usable free tier
  • Compliance Breadth: HIPAA + SOC 2 + GDPR + PCI DSS + FERPA (though SOC 2 Enterprise-only)
  • vs. CustomGPT: Jotform excels at no-code multi-channel + form integration vs CustomGPT developer-first RAG API access
  • vs. Progress: Jotform $39/month + omnichannel vs Progress $700/month + REMi quality monitoring + open-source NucliaDB
  • vs. Drift: Jotform customer support automation vs Drift B2B sales engagement - different core use cases
  • vs. Chatling: Jotform form integration + voice vs Chatling 32-model selection + WhatsApp - overlapping SMB market with different strengths
  • CRITICAL: CRITICAL Developer Gap: NO AI Agents API disqualifies platform for programmatic use cases - form-builder users only
  • CRITICAL: Cloud Storage Gap: NO Google Drive/Dropbox/Notion knowledge ingestion - manual workflow friction vs competitors
  • CRITICAL: Model Flexibility Gap: Locked to GPT-4o/Gemini with NO user control vs multi-model competitors (Chatling 32 models, Progress 7 providers)
  • Market position: Leading all-in-one RAG platform balancing enterprise-grade accuracy with developer-friendly APIs and no-code usability for rapid deployment
  • Target customers: Mid-market to enterprise organizations needing production-ready AI assistants, development teams wanting robust APIs without building RAG infrastructure, and businesses requiring 1,400+ file format support with auto-transcription (YouTube, podcasts)
  • Key competitors: OpenAI Assistants API, Botsonic, Chatbase.co, Azure AI, and custom RAG implementations using LangChain
  • Competitive advantages: Industry-leading answer accuracy (median 5/5 benchmarked), 1,400+ file format support with auto-transcription, SOC 2 Type II + GDPR compliance, full white-labeling included, OpenAI API endpoint compatibility, hosted MCP Server support (Claude, Cursor, ChatGPT), generous data limits (60M words Standard, 300M Premium), and flat monthly pricing without per-query charges
  • Pricing advantage: Transparent flat-rate pricing at $99/month (Standard) and $449/month (Premium) with generous included limits; no hidden costs for API access, branding removal, or basic features; best value for teams needing both no-code dashboard and developer APIs in one platform
  • Use case fit: Ideal for businesses needing both rapid no-code deployment and robust API capabilities, organizations handling diverse content types (1,400+ formats, multimedia transcription), teams requiring white-label chatbots with source citations for customer-facing or internal knowledge projects, and companies wanting all-in-one RAG without managing ML infrastructure
A I Models
  • Model Hub supports 15+ LLMs across multiple hosting providers with per-step model selection
  • OpenAI: GPT-3.5, GPT-4 via OpenAI or Azure OpenAI endpoints
  • Google Vertex AI: Gemini 1.5 Pro with multimodal capabilities
  • Amazon Bedrock: Claude 3 Sonnet for high-accuracy enterprise use cases
  • Temperature controls: Factual, balanced, or creative output settings per workflow
  • Model tiers: Basic, Standard, Premium (premium consumes FlexCredits on Enterprise Flex plan)
  • Two access options: Glean Universal Key (managed) or Customer Key (BYOK) for data sovereignty
  • Zero data retention: Customer data never used for model training with automatic model updates
  • Automatic routing: Optimizes using best-in-class models per query type for accuracy and cost
  • Primary Model: OpenAI GPT-4o for all standard accounts - latest and most capable model
  • HIPAA-Compliant Model: Google Gemini via Vertex AI exclusively for Gold/Enterprise accounts with Business Associate Agreement
  • RAG Implementation: Confirmed use of Retrieval-Augmented Generation technique for grounded responses based on knowledge base
  • No Model Selection: Users cannot choose between providers or bring own API keys - Jotform manages routing internally
  • No Model Switching: Locked to GPT-4o (or Gemini for HIPAA) with no flexibility for cost/quality optimization
  • Automatic Model Assignment: HIPAA accounts automatically routed to Gemini, standard accounts use GPT-4o
  • Third-Party Validation: 4.5/5 accuracy and reliability rating, 4.6/5 performance and speed (Futurepedia)
  • No Benchmark Transparency: No published hallucination rates, retrieval accuracy percentages, or latency metrics
  • Primary models: GPT-5.1 and 4 series from OpenAI, and Anthropic's Claude 4.5 (opus and sonnet) for enterprise needs
  • Automatic model selection: Balances cost and performance by automatically selecting the appropriate model for each request Model Selection Details
  • Proprietary optimizations: Custom prompt engineering and retrieval enhancements for high-quality, citation-backed answers
  • Managed infrastructure: All model management handled behind the scenes - no API keys or fine-tuning required from users
  • Anti-hallucination technology: Advanced mechanisms ensure chatbot only answers based on provided content, improving trust and factual accuracy
R A G Capabilities
  • Hybrid search: Combines semantic (vector-based) and lexical (keyword) approaches for maximum accuracy
  • Knowledge Graph Framework: Proprietary anchors and signals across enterprise data with rich, scalable crawler
  • LLM Control Layer: Optimizes and controls LLM outputs with permission-safe document retrieval and ranking
  • Real-time permissions enforcement: Users only see authorized content with identity crawling and connector-level permission mirroring
  • Context-aware query rewriting: LLM determines optimal query set with enterprise-specific rewrites
  • Hallucination prevention: RAG grounding, permission-aware retrieval, citation/source attribution for every answer
  • 74% human-agreement rate on AI Evaluator benchmarks with 25% precision increases in customer case studies
  • 141% ROI over 3 years: $15.6M NPV for composite organizations, 110 hours saved per employee annually (Forrester)
  • Permissions-aware AI (unique): Real-time access control enforcement across all 100+ datasources - no competitor matches this capability
  • Confirmed RAG Technique: "Jotform utilizes the RAG technique to ensure all generated responses are based on accurate, verified information from an agent's knowledge base"
  • Knowledge Base Sources: PDFs, website URLs with auto-recrawl (daily/weekly/monthly), YouTube videos with transcript extraction, PPTX presentations, direct text input, conversational training
  • Help Desk Sync: Zendesk, Freshdesk, Salesforce Knowledge article imports with automatic recrawling schedules
  • KB Character Limits: 10M (Free ~2.5K pages), 25M (Bronze ~6.2K), 50M (Silver ~12.5K), 100M (Gold ~25K), unlimited (Enterprise)
  • Hallucination Prevention: RAG grounding + continuous monitoring of user-flagged responses with development team review
  • Feedback System: Thumbs up/down on individual responses enables ongoing improvement and accuracy enhancement
  • No Cloud Storage Ingestion: Google Drive, Dropbox, Notion function only as outbound file storage, NOT knowledge sources
  • No Word Document Support: .doc/.docx not explicitly supported - PDF uploads only for document ingestion
  • No Vector Database Control: Embedding models, chunking strategies, or retrieval parameters not exposed to users
  • Black Box Implementation: No transparency into RAG pipeline internals or optimization capabilities
  • Core architecture: GPT-4 combined with Retrieval-Augmented Generation (RAG) technology, outperforming OpenAI in RAG benchmarks RAG Performance
  • Anti-hallucination technology: Advanced mechanisms reduce hallucinations and ensure responses are grounded in provided content Benchmark Details
  • Automatic citations: Each response includes clickable citations pointing to original source documents for transparency and verification
  • Optimized pipeline: Efficient vector search, smart chunking, and caching for sub-second reply times
  • Scalability: Maintains speed and accuracy for massive knowledge bases with tens of millions of words
  • Context-aware conversations: Multi-turn conversations with persistent history and comprehensive conversation management
  • Source verification: Always cites sources so users can verify facts on the spot
Use Cases
  • Enterprise knowledge retrieval: Unified search across 100+ datasources (Google Drive, SharePoint, Confluence, Salesforce, Zendesk, GitHub, Slack) for 10K-100K user organizations
  • Permissions-aware search: Complex permission hierarchies requiring real-time enforcement - healthcare, finance, legal industries with sensitive data access controls
  • AI agents and automation: 30+ prebuilt agents for sales, engineering, IT, HR use cases with workflow automation capabilities
  • Developer-friendly RAG: Official SDKs (Python, Java, Go, TypeScript), LangChain integration, MCP Server for Claude Desktop/Cursor/VS Code
  • Active Data Governance: Continuous scanning with 100+ predefined infotypes (PII, PCI, M&A) and customizable policies with auto-hide
  • Cloud-Prem deployment: Customer-hosted in AWS or GCP for regulated industries requiring full data residency control
  • NOT suitable for: SMBs with <100 users or <$60K budgets, simple document Q&A without permission requirements, consumer messaging channels (WhatsApp, Telegram)
  • Form-to-Conversation: Transform static Jotform forms (35M+ user ecosystem) into conversational AI experiences
  • Omnichannel Customer Support: WhatsApp, Facebook Messenger, Instagram, SMS, Voice/Phone, Website for unified engagement
  • Lead Capture & Qualification: Conversational lead collection with payment integration through 30+ gateways
  • Healthcare & HIPAA: Gold/Enterprise tiers with BAA and Gemini model for compliant patient engagement
  • E-commerce: Shopify integration with payment collection for in-conversation sales
  • Customer Service Automation: Multi-channel deployment with human handoff and mobile push notifications
  • Event & Kiosk Deployments: Progressive web app conversion for self-service terminals
  • Voice & Phone Support: Dedicated phone numbers with customizable accents, gender, tone for natural conversations
  • SMB Teams: Non-technical teams needing multi-channel deployment without coding knowledge
  • NOT Suitable For: Developers needing programmatic RAG access, cloud document workflows, server-side SDKs
  • Customer support automation: AI assistants handling common queries, reducing support ticket volume, providing 24/7 instant responses with source citations
  • Internal knowledge management: Employee self-service for HR policies, technical documentation, onboarding materials, company procedures across 1,400+ file formats
  • Sales enablement: Product information chatbots, lead qualification, customer education with white-labeled widgets on websites and apps
  • Documentation assistance: Technical docs, help centers, FAQs with automatic website crawling and sitemap indexing
  • Educational platforms: Course materials, research assistance, student support with multimedia content (YouTube transcriptions, podcasts)
  • Healthcare information: Patient education, medical knowledge bases (SOC 2 Type II compliant for sensitive data)
  • Financial services: Product guides, compliance documentation, customer education with GDPR compliance
  • E-commerce: Product recommendations, order assistance, customer inquiries with API integration to 5,000+ apps via Zapier
  • SaaS onboarding: User guides, feature explanations, troubleshooting with multi-agent support for different teams
Security & Compliance
  • SOC 2 Type II certified: Annual audits ensuring enterprise security standards
  • ISO 27001 certified: International information security management compliance
  • HIPAA compliant: Healthcare data protection standards for sensitive medical information
  • GDPR compliant: European data protection regulation adherence with data subject rights
  • TX-RAMP Level 2 certified: Texas state government security standard
  • NO FedRAMP certification: Not authorized for US federal government use
  • AES-256 encryption at rest, TLS 1.2+ in transit with automatic key rotation
  • Single-tenant infrastructure: Isolated environment per customer for maximum security
  • Zero data retention for LLMs: Customer data never used for model training with formal agreements
  • Cloud-Prem deployment: Customer-hosted in AWS or GCP for complete data residency control
  • Active Data Governance: Continuous scanning with 100+ predefined infotypes (PII, PCI, M&A), customizable policies, auto-hide
  • Permissions-aware AI: Real-time access control enforcement with zero-trust architecture meeting regulatory requirements
  • SOC 2 Type II: Enterprise tier only (audit completed September 2022) - standard plans lack certification
  • HIPAA Compliant: Gold and Enterprise tiers with Business Associate Agreement - uses Google Gemini via Vertex AI for HIPAA accounts
  • GDPR Compliant: All plans with Data Processing Addendum and EU data residency options
  • PCI DSS Level 1: All plans for payment processing security with 30+ gateway integrations
  • FERPA Compliant: Enterprise tier for educational institutions handling student data
  • CCPA Compliant: All plans for California Consumer Privacy Act requirements
  • 256-bit SSL/TLS: Encryption in transit, RSA 2048-bit for forms, encrypted storage at rest
  • Multi-Cloud Infrastructure: Google Cloud (Iowa US, Frankfurt EU) primary + AWS (Virginia US, Frankfurt EU) backup with hourly replication
  • No AI Training on Customer Data: Jotform explicitly does NOT use data collected through AI Agents to improve its services
  • OpenAI Data Handling: 30-day retention for abuse detection only - OpenAI does NOT use API Platform data for model training
  • Enterprise Data Sovereignty: 19 data center options across 15 countries for location-specific compliance
  • No ISO 27001: Information security management certification absent - compliance gap vs some enterprise platforms
  • No On-Premise: Cloud-only SaaS deployment - air-gapped environments cannot use platform
  • Encryption: SSL/TLS for data in transit, 256-bit AES encryption for data at rest
  • SOC 2 Type II certification: Industry-leading security standards with regular third-party audits Security Certifications
  • GDPR compliance: Full compliance with European data protection regulations, ensuring data privacy and user rights
  • Access controls: Role-based access control (RBAC), two-factor authentication (2FA), SSO integration for enterprise security
  • Data isolation: Customer data stays isolated and private - platform never trains on user data
  • Domain allowlisting: Ensures chatbot appears only on approved sites for security and brand protection
  • Secure deployments: ChatGPT Plugin support for private use cases with controlled access
Pricing & Plans
  • No public pricing - enterprise sales only with custom quotes
  • Estimated cost: ~$45-50+ per user/month based on third-party reports
  • Minimum ACV: ~$60K (approximately 100 users minimum for entry)
  • Per-seat model: Annual contracts based on number of users
  • No free trial: Paid POCs reportedly up to $70K for large enterprises
  • Renewal increases: 7-12% annually unless renewal caps negotiated upfront
  • FlexCredits (Enterprise Flex): For premium LLM usage with consumption-based billing
  • Support tiers: Standard (24x5, included) or Premium (24x7 critical, additional fee)
  • Dedicated CSMs: Assigned to enterprise accounts with regular business reviews and hands-on onboarding
  • Pricing barrier: Excludes SMBs and startups - targets Fortune 500 and mid-market enterprises with 1K-100K users
  • Starter (Free): $0 - 5 agents, 100 conversations/month, 10,000 sessions, 50 voice minutes, 250 SMS, 10M character KB
  • Bronze: $39/month - 25 agents, 1,000 conversations, 100,000 sessions, 100 voice minutes, 300 SMS, 20M character KB
  • Silver: $49/month - 50 agents, 2,500 conversations, 1,000,000 sessions, 150 voice minutes, 500 SMS, 50M character KB
  • Gold: $129/month - 100 agents, 10,000 conversations, 2,000,000 sessions, 300 voice minutes, 750 SMS, 100M character KB, HIPAA with BAA
  • Enterprise: Custom pricing - Unlimited agents/conversations/sessions, 1,000+ voice minutes, 5,000+ SMS, unlimited KB, 19 data centers, 99.9% SLA, dedicated CSM
  • Dedicated Phone Numbers: $10/month per number (additional to plan cost)
  • Subscription-Based Limits: NOT per-conversation charging - predictable monthly costs with usage caps
  • Nonprofit/Education Discounts: 50% off standard plans (Bronze/Silver/Gold), 30% off Enterprise tier
  • Genuinely Usable Free Tier: 5 agents, 100 conversations enables meaningful testing without credit card requirement
  • No Hidden Costs: Transparent pricing with clear overage charges - no credit-based anxiety
  • Standard Plan: $99/month or $89/month annual - 10 custom chatbots, 5,000 items per chatbot, 60 million words per bot, basic helpdesk support, standard security View Pricing
  • Premium Plan: $499/month or $449/month annual - 100 custom chatbots, 20,000 items per chatbot, 300 million words per bot, advanced support, enhanced security, additional customization
  • Enterprise Plan: Custom pricing - Comprehensive AI solutions, highest security and compliance, dedicated account managers, custom SSO, token authentication, priority support with faster SLAs Enterprise Solutions
  • 7-Day Free Trial: Full access to Standard features without charges - available to all users
  • Annual billing discount: Save 10% by paying upfront annually ($89/mo Standard, $449/mo Premium)
  • Flat monthly rates: No per-query charges, no hidden costs for API access or white-labeling (included in all plans)
  • Managed infrastructure: Auto-scaling cloud infrastructure included - no additional hosting or scaling fees
Support & Documentation
  • Standard support: 24x5 (Mon-Fri) via portal, email, Slack Connect channels
  • Premium support: 24x7 for critical issues with additional fee
  • Dedicated CSMs: Enterprise accounts with hands-on onboarding and regular business reviews
  • Excellent documentation: developers.glean.com with OpenAPI specs, CodeSandbox demos, comprehensive API references
  • Official SDKs: Python (pip install glean), Java (Maven), Go, TypeScript with async support and framework integrations
  • Web SDK: @gleanwork/web-sdk for embeddable components (chat, search, autocomplete, recommendations)
  • GitHub repositories: github.com/gleanwork with SDK repositories and sample projects
  • Framework integrations: LangChain (langchain-glean), Agent Toolkit (OpenAI Assistants, CrewAI, Google ADK)
  • MCP Server: 5-minute setup for Claude Desktop, Cursor, VS Code, Windsurf, ChatGPT with pre-built tools
  • Regular business reviews: Quarterly check-ins for enterprise customers with strategic planning
  • 24/7 Live Chat & Email: support@jotform.com with 1-2 hour average response times - significantly faster than industry averages
  • Public Support Forum: Community Q&A with searchable historical threads for peer assistance
  • Comprehensive Help Center: jotform.com/help/ai-agents/ with step-by-step tutorials, integration guides, feature-specific articles
  • Video Tutorials: Visual learning resources supplement written documentation for all skill levels
  • Enterprise Support: Dedicated customer success managers, scheduled Zoom calls with support teams, SLA-based response guarantees
  • Professional Services: Implementation, training, and custom development services for Enterprise customers
  • Mobile App: iOS and Android apps for agent creation, training, management from mobile devices with push notifications
  • 7,000+ Template Library: Healthcare (1,134), customer service (1,050), HR (1,068), education (760) with predefined roles and responses
  • No Phone Support: Standard plans (Free/Bronze/Silver/Gold) lack phone support - chat and email only
  • No Dedicated Account Managers: Enterprise tier required for dedicated CSM and scheduled support calls
  • Documentation hub: Rich docs, tutorials, cookbooks, FAQs, API references for rapid onboarding Developer Docs
  • Email and in-app support: Quick support via email and in-app chat for all users
  • Premium support: Premium and Enterprise plans include dedicated account managers and faster SLAs
  • Code samples: Cookbooks, step-by-step guides, and examples for every skill level API Documentation
  • Open-source resources: Python SDK (customgpt-client), Postman collections, GitHub integrations Open-Source SDK
  • Active community: User community plus 5,000+ app integrations through Zapier ecosystem
  • Regular updates: Platform stays current with ongoing GPT and retrieval improvements automatically
Limitations & Considerations
  • High cost barrier: ~$50/user/month with ~$60K minimum ACV excludes SMBs, startups, and budget-conscious teams
  • No public pricing: Requires sales contact creating friction for evaluation and budget planning vs transparent competitors
  • Paid POCs: No free trial, POCs reportedly cost up to $70K for large enterprise pilots
  • Renewal increases: 7-12% annual price increases unless renewal caps negotiated upfront
  • NO FedRAMP certification: Not suitable for US federal government deployments
  • Limited consumer channels: No native WhatsApp, Telegram integrations - designed for internal enterprise use only
  • Complex implementation: Initial indexing takes "few days" depending on data volume, requires enterprise IT coordination
  • Cross-language queries in early access: English query finding Spanish documents still in testing phase
  • Best for: Large enterprises (1K-100K users) with complex permission hierarchies, $60K+ budgets, and need for permissions-aware AI across 100+ datasources
  • NOT suitable for: SMBs, startups, simple document Q&A without permission requirements, organizations prioritizing transparent pricing
  • CRITICAL: NO AI Agents API: No dedicated API for programmatically creating, managing, or querying AI agents - major developer limitation
  • Forms API Only: Existing REST API at api.jotform.com covers forms and form submissions ONLY, NOT AI agents
  • No Cloud Storage Ingestion: Google Drive, Dropbox, Notion function only as outbound file storage, NOT knowledge sources - critical workflow friction
  • No Word Document Support: .doc/.docx not explicitly supported - must convert to PDF before upload
  • No Model Selection: Users CANNOT choose between providers or bring own API keys - Jotform manages routing internally
  • No Benchmark Transparency: No published hallucination rates, retrieval accuracy percentages, or latency metrics
  • Limited B2B Messaging: Microsoft Teams & Telegram via Zapier integration only, NO native support
  • No Raw CSS Access: All customization flows through visual designer's predefined options - cannot inject custom CSS
  • SOC 2 Enterprise Only: Standard plans lack SOC 2 Type II certification - Enterprise tier required
  • Platform Positioning: Form-centric no-code chatbot platform with RAG - NOT developer-first RAG toolkit
  • Analytics Depth: More focused on "conversations + form analytics" vs comprehensive CX suite
  • Online Interactions Only: Primarily focuses on digital channels - may not suit businesses with significant offline engagement
  • Managed service approach: Less control over underlying RAG pipeline configuration compared to build-your-own solutions like LangChain
  • Vendor lock-in: Proprietary platform - migration to alternative RAG solutions requires rebuilding knowledge bases
  • Model selection: Limited to OpenAI (GPT-5.1 and 4 series) and Anthropic (Claude, opus and sonnet 4.5) - no support for other LLM providers (Cohere, AI21, open-source models)
  • Pricing at scale: Flat-rate pricing may become expensive for very high-volume use cases (millions of queries/month) compared to pay-per-use models
  • Customization limits: While highly configurable, some advanced RAG techniques (custom reranking, hybrid search strategies) may not be exposed
  • Language support: Supports 90+ languages but performance may vary for less common languages or specialized domains
  • Real-time data: Knowledge bases require re-indexing for updates - not ideal for real-time data requirements (stock prices, live inventory)
  • Enterprise features: Some advanced features (custom SSO, token authentication) only available on Enterprise plan with custom pricing
Core Agent Features
  • Autonomous AI agents: Agents use AI to understand tasks and take action on behalf of users from answering questions and retrieving information to executing work autonomously
  • Natural language agent builder: Build agents by describing desired output in simple natural language - Glean understands goal and designs complex multi-step workflows
  • Agentic reasoning engine: LLM-agnostic engine enables agents to go beyond retrieval and generation - powers sophisticated automation and decision-making by understanding outcomes, building multi-step plans, and using action library
  • 100+ native actions: Supports 100+ new native actions across Slack, Microsoft Teams, Salesforce, Jira, GitHub, Google Workspace and other applications
  • MCP host support: Gives agents dramatically larger surface area to operate across enterprise applications
  • Human-in-the-loop design: Agents can autonomously do work end-to-end with human review checkpoints - process customer support tickets, conduct research, prepare responses for employee review before execution
  • Vibe coding: Upgraded builder makes agent creation as simple as chatting - anyone (not just developers) can create and refine agents without understanding or interacting with code
  • Grounded in enterprise data: Autonomous agents grounded in most relevant authoritative information for confident work automation
  • Automatic agent triggering: Orchestrates agents automatically based on schedules or events and surfaces agent recommendations across enterprise
  • Visual and conversational workflow design: Turn ideas into structured workflows using simple natural language prompts or visual builder
  • Multilingual Auto-Detection: 20+ languages with automatic mid-conversation detection and switching to user's preferred language
  • Human Handoff - 'Take Over Chat': Green dot indicators for active conversations, seamless control transfer, full context preservation
  • Mobile Push Notifications: iOS/Android app alerts for takeover requests enabling intervention from anywhere
  • Configurable Escalation Triggers: Automatic flagging based on sentiment analysis, specific keywords, or explicit user requests
  • Lead Capture: Deep form integration linking to multiple Jotform forms with real-time validation during conversational flows
  • Payment Collection: 30+ gateway integrations for sales/donations directly within conversations
  • Conversation History: Fully logged with downloadable PDF transcripts and MP3 audio recordings (voice interactions)
  • Thumbs Up/Down Feedback: Individual response rating system for continuous improvement
  • Smart Triggers: Conditional responses based on conversation start, user intent, mentioned topics, sentiment (positive/negative/neutral), keywords, date/time, page URL
  • Trigger Actions: Show buttons, play videos, display presentations, send emails, create tickets, schedule appointments, start workflows, collect payments
  • Custom AI Agents: Build autonomous agents powered by GPT-4 and Claude that can perform tasks independently and make real-time decisions based on business knowledge
  • Decision-Support Capabilities: AI agents analyze proprietary data to provide insights, recommendations, and actionable responses specific to your business domain
  • Multi-Agent Systems: Deploy multiple specialized AI agents that can collaborate and optimize workflows in areas like customer support, sales, and internal knowledge management
  • Memory & Context Management: Agents maintain conversation history and persistent context for coherent multi-turn interactions View Agent Documentation
  • Tool Integration: Agents can trigger actions, integrate with external APIs via webhooks, and connect to 5,000+ apps through Zapier for automated workflows
  • Hyper-Accurate Responses: Leverages advanced RAG technology and retrieval mechanisms to deliver context-aware, citation-backed responses grounded in your knowledge base
  • Continuous Learning: Agents improve over time through automatic re-indexing of knowledge sources and integration of new data without manual retraining
Additional Considerations
  • Cannot create content directly: Glean focuses purely on search and retrieval - not suitable for organizations needing content creation within platform
  • Platform designed for large organizations: Feature set and pricing optimized for large enterprises - smaller teams may find it overkill and less cost-effective
  • AI production challenges: 68% of organizations report moving only 30% or fewer AI experiments into full production highlighting persistent scaling difficulties beyond proof-of-concept
  • Integration complexity: Requires strategic overhaul of processes to ensure seamless technology incorporation into existing workflows
  • Change management: Overcoming resistance to change demands strong leadership and commitment to fostering innovation and adaptability environment
  • Data reliability monitoring: Potential for inaccuracies in AI outputs necessitates rigorous monitoring frameworks to ensure data reliability and trustworthiness
  • Cybersecurity concerns: As AI deployment expands, cybersecurity threats become more pronounced requiring enhanced protective measures for sensitive information
  • Bias in AI models: Models can inadvertently learn and replicate biases in training data leading to unfair or discriminatory outcomes particularly in hiring, customer service, legal decisions
  • Training investment required: Enterprises must invest in training workforce to effectively use AI tools - upskilling employees, hiring AI talent, or partnering with consultants
  • Security risks and shadow IT: Many organizations hesitate due to uncertainties from security risks and shadow IT - ad hoc generative AI adoption comes with heavy risks and costs
  • Form-Centric Innovation: Unique positioning transforming static Jotform forms (35M+ user ecosystem) into conversational AI experiences - natural migration path for existing customers Help Guide
  • 9.5/10 Rated Differentiator: One-click form-to-agent conversion that preserves data validation and structure while enabling natural dialogue - capability absent from pure RAG platforms
  • SMB Accessibility: $39/month Bronze entry point vs $700+/month enterprise-only competitors - 17x cheaper with genuinely usable free tier (5 agents, 100 conversations)
  • Omnichannel Leadership: 7 native channels (Website, WhatsApp Business, Facebook Messenger, Instagram (Enterprise), SMS, Voice/Phone, Standalone chat) vs most requiring third-party integrations
  • Voice Maturity: Dedicated phone numbers ($10/month), inbound call handling, web voice calls, customizable accents/gender/tone - more developed than most RAG competitors
  • Rapid Deployment: "5-minute setup time" using 7,000+ templates (Healthcare 1,134, Customer Service 1,050, HR 1,068, Education 760) with predefined roles and responses
  • Mobile-First Management: iOS and Android apps for agent creation and management from mobile devices - unusual capability enabling on-the-go administration
  • NOT a RAG-as-a-Service Platform: Form-centric no-code chatbot platform WITH RAG capabilities - fundamentally different target market (form builders vs RAG developers)
  • Developer Gap: NO AI Agents API disqualifies platform for programmatic use cases - architected for no-code visual builder workflows, NOT API-first development
  • Cloud Storage Friction: NO Google Drive/Dropbox/Notion knowledge ingestion - requires manual download-before-upload workflow vs competitors with native cloud sync
  • Model Inflexibility: Locked to GPT-4o/Gemini with NO user control - cannot bring own API keys or switch models for cost optimization vs multi-model competitors
  • Slashes engineering overhead with an all-in-one RAG platform—no in-house ML team required.
  • Gets you to value quickly: launch a functional AI assistant in minutes.
  • Stays current with ongoing GPT and retrieval improvements, so you’re always on the latest tech.
  • Balances top-tier accuracy with ease of use, perfect for customer-facing or internal knowledge projects.
Core Chatbot Features
  • Glean Chat interface: Primary interface for interacting with Glean Assistant offering familiar chat-like experience enabling natural conversations with company knowledge base
  • Multi-turn conversations: Supports conversational AI with natural language and context awareness maintaining context across conversation turns
  • Streaming responses: Real-time response streaming for better user experience with automatic source citations for transparency
  • Chatbot context understanding: Understands thread and sequence of conversations tracking references like "their" and "they" across multiple exchanges
  • Enterprise knowledge integration: Works across all company apps and knowledge sources including Microsoft 365, Google Workspace, Salesforce, Jira, GitHub and nearly 100 more applications
  • Personalization and security: Delivers answers highly customized to each user based on deep understanding of company content, employees, and activity while adhering to real-time enterprise data permissions and governance rules
  • Citation and transparency: Provides full linking to source information across documents, conversations and applications for transparency and trust
  • Simple chatbot API: Powerful tool for integrating conversational AI into products creating custom conversational interfaces leveraging Glean's AI capabilities
  • Use case flexibility: Build chatbots answering customer questions using help documentation, FAQs, knowledge bases or create internal tools helping employees find company policies, procedures, documentation
  • Autonomous AI Agents: Operate autonomously to perform specific tasks, solve problems, and interact with systems without needing human interaction at every stage - agents figure things out and act on their own AI Agents Overview
  • Conversational Form Completion: One of the core features is use of conversational prompts that interactively assist users in completing every field of forms, ensuring accuracy and minimizing errors - unique form-to-conversation capability
  • Multi-Channel Deployment: AI Agents assist users via multiple channels - chatbot on website, phone, SMS, WhatsApp, QR Code - offering seamless interactions across 7 native platforms Features Overview
  • 24/7 Availability: AI Agents available around the clock and can handle customer inquiries and questions at any time of day - continuous autonomous operation
  • Natural Language Understanding: Agents understand customer inquiries and provide immediate, natural responses via web, voice, SMS, WhatsApp enabling human-like conversations
  • Custom Response Configuration: Set custom responses to frequently asked questions, personalize chatbot questions, and integrate with business's internal data or knowledge base for highly relevant answers
  • Training & Triggers: Agents trained with data such as FAQs, workflows, user scenarios to enhance responses, with specific triggers and outcomes defined (sending emails, searching websites, creating tickets)
  • Voice & Phone Capabilities: AI Agents answer questions and assist users via phone with customizable accents, gender, tone settings for natural voice conversations - advanced telephony integration
  • Human Handoff Excellence: Seamlessly switch from AI chatbot assistance to human agents when needed for exceptional customer service - preserves full context during transition
  • 20+ Language Support: Automatic mid-conversation language detection and switching based on user preference without manual configuration
  • Lead Capture Integration: Deep form integration linking to multiple Jotform forms with real-time validation during conversational flows for structured data collection
  • Payment Collection: 30+ gateway integrations (PayPal, Stripe, Square) for in-conversation sales/donations directly within chatbot flows
  • Reduces hallucinations by grounding replies in your data and adding source citations for transparency. Benchmark Details
  • Handles multi-turn, context-aware chats with persistent history and solid conversation management.
  • Speaks 90+ languages, making global rollouts straightforward.
  • Includes extras like lead capture (email collection) and smooth handoff to a human when needed.
Customization & Flexibility ( Behavior & Knowledge)
  • Natural language configuration: Build and configure agents by describing goals in plain language without technical expertise
  • Visual builder option: Alternative drag-and-drop workflow creation for those preferring visual interface
  • AI-assisted creation: Glean suggests starting points and auto-generates draft agents based on description
  • Agent Library templates: 30+ prebuilt agents for sales, engineering, IT, HR use cases as starting points
  • Per-step model selection: Different LLMs for each workflow step with temperature controls (factual, balanced, creative)
  • Model tiers: Basic, Standard, Premium models with FlexCredits for premium consumption on Enterprise Flex
  • Two access options: Glean Universal Key (managed) or Customer Key (BYOK) for data sovereignty
  • Zero data retention: Customer data never used for model training with automatic model updates
  • RBAC hierarchy: Setup Admin, Admin, Super Admin roles with granular permissions
  • Process knowledge integration: Glean uses underlying process knowledge to inform agent design and workflow optimization
  • Custom Chat Guidelines: Define agent communication style, personality, behavior rules
  • Chattiness Levels: Adjustable verbosity separately for chat and voice channels
  • Tone Presets: Professional, casual, friendly, formal with custom instructions overlay
  • AI Clone: Replicate specific individual's communication style and personality - unique market capability
  • Smart Triggers: Conditional logic based on conversation context, sentiment, keywords, time, location
  • Multi-Action Triggers: Single trigger can show buttons, play videos, send emails, create tickets, schedule appointments, collect payments
  • Knowledge Base Auto-Recrawl: Configurable schedules (daily, weekly, monthly) for website and Salesforce Knowledge sync
  • Conversational Training: Chat with agent to refine responses and behavior in real-time
  • Voice Customization: Customizable accents, gender options, tone settings for voice/phone channels
  • Lets you add, remove, or tweak content on the fly—automatic re-indexing keeps everything current.
  • Shapes agent behavior through system prompts and sample Q&A, ensuring a consistent voice and focus. Learn How to Update Sources
  • Supports multiple agents per account, so different teams can have their own bots.
  • Balances hands-on control with smart defaults—no deep ML expertise required to get tailored behavior.
Form-to- Agent Conversion ( Core Differentiator)
N/A
  • 9.5/10 Rated Differentiator: One-click transformation of static Jotform forms into conversational AI experiences
  • 35M+ User Ecosystem: Built atop Jotform's massive form builder user base - natural migration path for existing customers
  • Structured Data Capture: Agent guides users through form fields in natural dialogue while maintaining data validation and structure
  • Payment Integration: 30+ gateway integrations work within conversational flows for sales/donations
  • Multi-Form Linking: Agents can link to multiple Jotform forms for complex data collection workflows
  • Real-Time Validation: Form field validation rules apply during conversation to ensure data quality
  • Conversion Optimization: Conversational interface increases form completion rates vs static forms
  • Approval Workflows: Multi-step approval processes integrated into conversational flows
  • Unique Market Position: No pure RAG platform offers comparable form-to-conversation capability - Jotform-specific advantage
N/A
Omnichannel Deployment ( Core Differentiator)
N/A
  • 7 Native Channels: Website, WhatsApp Business, Facebook Messenger, Instagram (Enterprise), SMS, Voice/Phone, Standalone chat - broadest native coverage
  • WhatsApp Business: Bidirectional messaging, multi-language support, media sharing with full chatbot functionality
  • Instagram Integration (Enterprise): DM replies, comment responses, story reply automation - social commerce strength
  • Voice Capabilities: Dedicated phone numbers ($10/month), inbound call handling, web voice calls, website voice chat with customizable accents/gender/tone
  • SMS Platform: Dedicated numbers with NLP-powered text conversations (250 SMS free tier scaling with plans)
  • Standalone Chat: Shareable links, QR codes, progressive web app conversion for kiosk mode deployments
  • Website Embedding: 5 styles (page embed, chatbot bubble, lightbox, popup, WordPress shortcode) with positioning control
  • Twilio Integration: Custom phone number routing options for advanced voice deployments
  • Competitive Advantage: Most competitors require third-party integrations or Zapier for multi-channel - Jotform offers native depth
N/A
Voice & Phone Capabilities ( Differentiator)
N/A
  • Dedicated Phone Numbers: $10/month per number with full agent functionality
  • Inbound Call Handling: Agents answer phone calls with conversational AI responses
  • Web Voice Calls: Make voice calls directly from web interface
  • Website Voice Chat: Add voice interaction to website chatbots
  • Voice Customization: Customizable accents, gender options, tone settings for natural conversations
  • Twilio Integration: Advanced routing and custom number porting options
  • Voice Forwarding: Route calls to human agents when needed
  • MP3 Recordings: Downloadable audio logs of voice interactions for quality assurance
  • Mature Implementation: Voice capabilities more developed than most RAG competitors - unusual market depth
N/A
Multi- Lingual Support
N/A
  • 20+ Languages Supported: English, French, Spanish, German, Japanese, Arabic, Korean, Russian, and more
  • Automatic Detection: Mid-conversation language switching based on user preference without manual configuration
  • Separate Settings: Greeting language versus conversation language configuration
  • Multi-Channel Language Support: Language detection works across WhatsApp, Instagram, SMS, Voice, website, and all deployment channels
  • Voice Language Options: Accent and language customization for phone/voice channels
  • Global Deployment: 19 data center options across 15 countries (Enterprise) for regional language optimization
N/A
Deployment & Infrastructure
N/A
  • Cloud-Only SaaS: NO on-premise or hybrid deployment options - cloud-hosted exclusively
  • Primary Infrastructure: Google Cloud (Iowa US, Frankfurt Germany) with AWS backup (Virginia US, Frankfurt Germany)
  • Hourly Replication: Data backed up hourly across Google Cloud and AWS for redundancy
  • Enterprise Data Sovereignty: 19 data center options across 15 countries for regional compliance and performance
  • 99.9% Uptime SLA: Enterprise tier with service level guarantees
  • Website Deployment: 5 embed styles (page, bubble, lightbox, popup, WordPress shortcode) with custom domain support (Enterprise)
  • Mobile Deployment: iOS and Android apps for agent management (not consumer-facing SDKs)
  • Progressive Web App: Standalone chat can convert to PWA for kiosk mode deployments
  • Multi-Channel Infrastructure: Native integrations with WhatsApp Business, Facebook Messenger, Instagram, SMS, Voice maintained by Jotform
  • NO On-Premise: Air-gapped environments and private infrastructure deployments not supported
N/A
Unique Capabilities
N/A
  • Form-to-Agent Conversion: One-click transformation of static forms into conversational AI - 9.5/10 rated differentiator
  • Presentation Agents: AI-narrated slide presentations with live Q&A capabilities
  • Gmail Agents: Auto-draft email responses in users' Gmail inboxes
  • Kiosk Mode: Deploy agents as self-service terminals for events and retail with progressive web app conversion
  • AI Clone: Replicate individual communication styles and personalities - unique personalization capability
  • Screen Sharing Guidance: Visual step-by-step instructions within conversations
  • Voice Forwarding: Route phone calls to human agents when AI cannot handle request
  • Multi-Form Workflows: Link multiple Jotform forms within single conversational flow for complex data collection
  • Payment Collection: 30+ gateways integrated for in-conversation sales/donations - uncommon in RAG platforms
  • Approval Workflows: Multi-step approval processes embedded in conversational flows
N/A

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Final Thoughts

Final Verdict: Glean vs Jotform AI Agents

After analyzing features, pricing, performance, and user feedback, both Glean and Jotform AI Agents are capable platforms that serve different market segments and use cases effectively.

When to Choose Glean

  • You value permissions-aware ai is genuinely differentiated - real-time enforcement across 100+ datasources addresses critical enterprise concern
  • Strong developer experience - comprehensive APIs, 4-language SDKs (Python, Java, Go, TypeScript), LangChain integration
  • Model flexibility without vendor lock-in - 15+ LLMs with per-step selection and bring-your-own-key option

Best For: Permissions-aware AI is genuinely differentiated - real-time enforcement across 100+ datasources addresses critical enterprise concern

When to Choose Jotform AI Agents

  • You value omnichannel excellence: 7 native channels (whatsapp, facebook messenger, instagram, sms, voice/phone, website, standalone) vs most competitors requiring third-party integrations
  • Genuinely usable free tier: 5 agents, 100 conversations, 50 voice minutes, 10M character KB - meaningful testing capacity without credit card
  • Form-to-agent conversion rated 9.5/10 differentiator - transforms static data collection into interactive conversation with one click

Best For: Omnichannel excellence: 7 native channels (WhatsApp, Facebook Messenger, Instagram, SMS, Voice/Phone, website, standalone) vs most competitors requiring third-party integrations

Migration & Switching Considerations

Switching between Glean and Jotform AI Agents requires careful planning. Consider data export capabilities, API compatibility, and integration complexity. Both platforms offer migration support, but expect 2-4 weeks for complete transition including testing and team training.

Pricing Comparison Summary

Glean starts at $50/month, while Jotform AI Agents begins at $39/month. Total cost of ownership should factor in implementation time, training requirements, API usage fees, and ongoing support. Enterprise deployments typically see annual costs ranging from $10,000 to $500,000+ depending on scale and requirements.

Our Recommendation Process

  1. Start with a free trial - Both platforms offer trial periods to test with your actual data
  2. Define success metrics - Response accuracy, latency, user satisfaction, cost per query
  3. Test with real use cases - Don't rely on generic demos; use your production data
  4. Evaluate total cost - Factor in implementation time, training, and ongoing maintenance
  5. Check vendor stability - Review roadmap transparency, update frequency, and support quality

For most organizations, the decision between Glean and Jotform AI Agents comes down to specific requirements rather than overall superiority. Evaluate both platforms with your actual data during trial periods, focusing on accuracy, latency, ease of integration, and total cost of ownership.

📚 Next Steps

Ready to make your decision? We recommend starting with a hands-on evaluation of both platforms using your specific use case and data.

  • Review: Check the detailed feature comparison table above
  • Test: Sign up for free trials and test with real queries
  • Calculate: Estimate your monthly costs based on expected usage
  • Decide: Choose the platform that best aligns with your requirements

Last updated: December 11, 2025 | This comparison is regularly reviewed and updated to reflect the latest platform capabilities, pricing, and user feedback.

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Priyansh Khodiyar's avatar

Priyansh Khodiyar

DevRel at CustomGPT.ai. Passionate about AI and its applications. Here to help you navigate the world of AI tools and make informed decisions for your business.

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