What are the main differences between Jotform AI Agents and SimplyRetrieve?

Jotform AI Agents excels in Omnichannel excellence: 7 native channels (WhatsApp, Facebook Messenger, Instagram, SMS, Voice/Phone, website, standalone) vs most competitors requiring third-party integrations and Genuinely usable free tier: 5 agents, 100 conversations, 50 voice minutes, 10M character KB - meaningful testing capacity without credit card, scoring 88/100 in user ratings with N/A% accuracy. SimplyRetrieve leads in Completely free and open source and Strong privacy focus - fully localized with 82/100 overall rating and 86% accuracy. Key technical difference: Jotform AI Agents focuses on GPT-4o (primary) + Google Gemini via Vertex AI (HIPAA accounts) with confirmed RAG implementation grounding responses in knowledge bases while SimplyRetrieve emphasizes Retrieval-Centric Generation (RCG). Pricing differs by $39/month.

Which is better for enterprises: Jotform AI Agents or SimplyRetrieve?

Jotform AI Agents offers SOC 2 compliance for enterprise security. HIPAA compliance is available in Jotform AI Agents. For scalability, both offer cloud-based deployment options. Jotform AI Agents leads with 88/100 enterprise readiness score.

How much does Jotform AI Agents cost vs SimplyRetrieve?

Jotform AI Agents starts at $39/monthly (paid model), while SimplyRetrieve begins at contact sales/forever (open-source model). SimplyRetrieve provides a free tier. Pricing is relatively comparable. See our detailed pricing breakdown for complete tier comparisons.

Can I migrate from SimplyRetrieve to Jotform AI Agents?

Migration from SimplyRetrieve to Jotform AI Agents typically requires API-based data export/import, which Jotform AI Agents provides. Jotform AI Agents provides comprehensive API access good documentation for the migration process. Estimated migration time: 1-2 weeks for full deployment. Contact Jotform AI Agents support for migration assistance and best practices.

What integrations do Jotform AI Agents and SimplyRetrieve support?

Jotform AI Agents integrates with Native channels: WhatsApp Business, Facebook Messenger, Instagram DMs (Enterprise), SMS, Voice/Phone, Website: 5 embed styles (page embed, chatbot bubble, lightbox, popup), WordPress shortcode/plugin, Shopify plugin, Salesforce: Deep 'Salesforce Agent' with record creation, Knowledge sync, AppExchange availability, Help desk: Zendesk and Freshdesk (ticket creation, knowledge import), Calendar: Google Calendar and Outlook for appointment scheduling (9 integrations total). SimplyRetrieve supports Hugging Face models, Gradio, PyTorch, FAISS, Various open-source LLMs (6 integrations available). Both offer REST APIs for custom integrations. Jotform AI Agents offers 50% more integrations.

What are the main differences between Jotform AI Agents and SimplyRetrieve?

Jotform AI Agents offers strong capabilities, scoring 0/100 in user ratings. SimplyRetrieve provides unique strengths with 0/100 overall rating. Key technical difference: Jotform AI Agents focuses on advanced features while SimplyRetrieve emphasizes specialized capabilities.

Which is better for enterprises: Jotform AI Agents or SimplyRetrieve?

Both platforms provide enterprise-grade security. HIPAA compliance varies - contact vendors for details. For scalability, both offer cloud-based deployment options. SimplyRetrieve leads with strong/100 enterprise readiness score.

How much does Jotform AI Agents cost vs SimplyRetrieve?

Jotform AI Agents starts at custom pricing/month (subscription model), while SimplyRetrieve begins at contact sales/month (subscription model). Both require paid plans. Pricing is relatively comparable. See our detailed pricing breakdown for complete tier comparisons.

Can I migrate from Jotform AI Agents to SimplyRetrieve?

Migration from Jotform AI Agents to SimplyRetrieve typically requires manual data transfer since API access may be limited. SimplyRetrieve offers standard documentation for the migration process. Estimated migration time: 1-2 days for cloud setup. Contact SimplyRetrieve support for migration assistance and best practices.

What integrations do Jotform AI Agents and SimplyRetrieve support?

Jotform AI Agents integrates with (multiple platforms). SimplyRetrieve supports (various tools). API availability varies by plan. Integration coverage is comparable.

Jotform AI Agents vs SimplyRetrieve

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

More about SimplyRetrieve More about Jotform AI Agents Get Started Today

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 Jotform AI Agents and SimplyRetrieve 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 Jotform AI Agents and SimplyRetrieve, 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 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
Choose SimplyRetrieve if: you value completely free and open source

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

About SimplyRetrieve

SimplyRetrieve is lightweight retrieval-centric generative ai platform. SimplyRetrieve is an open-source tool providing a fully localized, lightweight, and user-friendly GUI and API platform for Retrieval-Centric Generation (RCG). It emphasizes privacy and can run on a single GPU while maintaining clear separation between LLM context interpretation and knowledge memorization. Founded in 2019, headquartered in Tokyo, Japan, the platform has established itself as a reliable solution in the RAG space.

Overall Rating

82/100

Starting Price

Custom

Key Differences at a Glance

In terms of user ratings, Jotform AI Agents in overall satisfaction. From a cost perspective, SimplyRetrieve offers more competitive entry pricing. The platforms also differ in their primary focus: Form Builder versus RAG Platform. 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

Jotform AI Agents	SimplyRetrieve	CustomGPTRECOMMENDED
Data Ingestion & Knowledge Sources
PDF uploads – Document knowledge ingestion via PDF format Website crawling – Auto-recrawl (daily, weekly, monthly schedules) YouTube integration – Video with automatic transcript extraction Help desk sync – Zendesk, Freshdesk, Salesforce Knowledge imports ⚠️ No Word docs – .doc/.docx not supported, PDF only ⚠️ No cloud ingestion – Drive/Dropbox/Notion for storage only, not sources	File-Based Workflow – Drop PDFs, DOCX, PPTX, HTML into folder and embed via script GUI Knowledge Editor – Add documents on-the-fly through basic interface Manual Processing – ⚠️ No web crawler or automatic refresh capabilities Local Storage – ✅ All data stays on your machine for air-gapped deployments	1,400+ file formats – PDF, DOCX, Excel, PowerPoint, Markdown, HTML + auto-extraction from ZIP/RAR/7Z archives Website crawling – Sitemap indexing with configurable depth for help docs, FAQs, and public content Multimedia transcription – AI Vision, OCR, YouTube/Vimeo/podcast speech-to-text built-in Cloud integrations – Google Drive, SharePoint, OneDrive, Dropbox, Notion with auto-sync Knowledge platforms – Zendesk, Freshdesk, HubSpot, Confluence, Shopify connectors Massive scale – 60M words (Standard) / 300M words (Premium) per bot with no performance degradation
Integrations & Channels
7 native channels – Website, WhatsApp, Messenger, Instagram, SMS, Voice, Standalone Website embedding – 5 styles (bubble, lightbox, popup, embed, WordPress) Salesforce deep integration – Record creation, Knowledge sync, AppExchange Payment gateways – 30+ integrations (PayPal, Stripe, Square) ⚠️ No Teams/Telegram native – Zapier integration only	Local Gradio GUI – Python scripts for queries with no pre-built channels No Native Integrations – ⚠️ No Slack, Teams, or website widgets out-of-box Custom Wrappers Required – Build your own connectors to forward messages	Website embedding – Lightweight JS widget or iframe with customizable positioning CMS plugins – WordPress, WIX, Webflow, Framer, SquareSpace native support 5,000+ app ecosystem – Zapier connects CRMs, marketing, e-commerce tools MCP Server – Integrate with Claude Desktop, Cursor, ChatGPT, Windsurf OpenAI SDK compatible – Drop-in replacement for OpenAI API endpoints LiveChat + Slack – Native chat widgets with human handoff capabilities
Form-to- Agent Conversion ( Core Differentiator)
✅ 9.5/10 rated – One-click form-to-conversational AI transformation 35M+ user ecosystem – Natural migration for existing Jotform customers Structured data capture – Maintains validation in natural dialogue Multi-form linking – Complex data collection workflows Payment integration – 30+ gateways work in conversational flows	N/A	N/A
Core Agent Features
20+ languages – Auto mid-conversation detection and switching Human handoff – "Take Over Chat" with green dot indicators Mobile push notifications – iOS/Android alerts for takeover requests Lead capture – Deep form integration with real-time validation Smart triggers – Sentiment, keywords, date/time, page URL conditions	Retrieval-Centric Generation – Research approach separating reasoning from knowledge Retrieval Tuning Module – ✅ Developer transparency showing document selection Knowledge Base Mixing – Route queries across multiple sources Single-Turn Focus – ⚠️ Limited multi-turn conversation memory No Chatbot UI – ⚠️ Gradio for developers only No Production Features – ⚠️ No lead capture, handoff, or multi-channel support	Custom AI Agents – Autonomous GPT-4/Claude agents for business tasks Multi-Agent Systems – Specialized agents for support, sales, knowledge Memory & Context – Persistent conversation history across sessions Tool Integration – Webhooks + 5,000 Zapier apps for automation Continuous Learning – Auto re-indexing without manual retraining
Voice & Phone Capabilities ( Differentiator)
Dedicated phone numbers – $10/month per number Inbound call handling – Full conversational AI responses Voice customization – Accents, gender, tone settings Twilio integration – Custom number routing options MP3 recordings – Downloadable voice interaction logs	N/A	N/A
L L M Model Options
GPT-4o – Primary model for all standard accounts Google Gemini – HIPAA-compliant via Vertex AI (Gold/Enterprise) Confirmed RAG – Responses grounded in knowledge base ⚠️ No model selection – Users cannot choose or bring own keys ⚠️ No benchmarks – No published accuracy metrics	WizardVicuna-13B Default – Instruction-tuned open-source model included Hugging Face Compatible – Swap any model with sufficient GPU resources Full Local Control – ✅ No external APIs or cloud dependencies Model Limitations – ⚠️ Smaller models won't match GPT-4 depth	GPT-5.1 models – Latest thinking models (Optimal & Smart variants) GPT-4 series – GPT-4, GPT-4 Turbo, GPT-4o available Claude 4.5 – Anthropic's Opus available for Enterprise Auto model routing – Balances cost/performance automatically Zero API key management – All models managed behind the scenes
Developer Experience ( A P I & S D Ks)
⚠️ NO AI Agents API – Cannot create, manage, or query agents programmatically Forms API only – api.jotform.com covers forms, NOT AI agents 11 SDKs – Python, JS, PHP, etc. for forms API only Outbound webhooks – Agents can send to external systems No-code positioning – Platform designed as consumer tool, not dev toolkit	Python Script Interface – No formal REST API or SDK Subprocess Integration – Call scripts directly or build custom wrapper Open Source Access – ✅ Full code access for modification	REST API – Full-featured for agents, projects, data ingestion, chat queries Python SDK – Open-source `customgpt-client` with full API coverage Postman collections – Pre-built requests for rapid prototyping Webhooks – Real-time event notifications for conversations and leads OpenAI compatible – Use existing OpenAI SDK code with minimal changes
Performance & Accuracy
4.5/5 accuracy – Futurepedia third-party rating 4.6/5 performance – Speed rating from Futurepedia RAG grounding – Responses from verified knowledge base Feedback system – Thumbs up/down for improvement ⚠️ No published benchmarks – No quantitative metrics	Slower Inference – ⚠️ 3-10+ seconds per reply on single GPU Decent Accuracy – Good when relevant docs found, struggles with complexity FAISS Vector Search – Fast retrieval using Facebook's library	Sub-second responses – Optimized RAG with vector search and multi-layer caching Benchmark-proven – 13% higher accuracy, 34% faster than OpenAI Assistants API Anti-hallucination tech – Responses grounded only in your provided content OpenGraph citations – Rich visual cards with titles, descriptions, images 99.9% uptime – Auto-scaling infrastructure handles traffic spikes
Security & Compliance
SOC 2 Type II – Enterprise tier only (Sept 2022 audit) HIPAA compliant – Gold/Enterprise with BAA GDPR/PCI DSS – All plans for privacy and payments FERPA – Enterprise for educational institutions ⚠️ No ISO 27001 – Certification absent ⚠️ No on-premise – Cloud-only SaaS	Complete Data Isolation – ✅ Ideal for classified, PHI, PII data No Third-Party APIs – Zero external calls to cloud providers Open-Source Auditing – Full code transparency for security reviews Self-Managed Security – ⚠️ You control all security layers	SOC 2 Type II + GDPR – Regular third-party audits, full EU compliance 256-bit AES encryption – Data at rest; SSL/TLS in transit SSO + 2FA + RBAC – Enterprise access controls with role-based permissions Data isolation – Never trains on customer data Domain allowlisting – Restrict chatbot to approved domains
Pricing & Plans
Free: $0 – 5 agents, 100 conversations/month Bronze: $39/mo – 25 agents, 1,000 conversations Silver: $49/mo – 50 agents, 2,500 conversations Gold: $129/mo – 100 agents, 10,000 conversations, HIPAA 50% nonprofit/edu discount – 30% off Enterprise	MIT License – ✅ Free with no subscription or API charges GPU Costs Only – Hardware or cloud compute are sole expenses Unlimited Queries – No per-request pricing or rate limits	Standard: $99/mo – 10 chatbots, 60M words, 5K items/bot Premium: $449/mo – 100 chatbots, 300M words, 20K items/bot Enterprise: Custom – SSO, dedicated support, custom SLAs 7-day free trial – Full Standard access, no charges Flat-rate pricing – No per-query charges, no hidden costs
Customization & Branding
Visual customization – Colors, gradients, fonts, positioning AI Clone – Replicate individual's communication style Tone presets – Professional, casual, friendly, formal White-labeling – Remove branding Bronze+, custom domain Enterprise ⚠️ No raw CSS – Visual designer only, no custom injection	Plain Gradio Interface – Minimal theming with developer-focused design Source Code Customization – Tweak code or build custom front-end for branding	Full white-labeling included – Colors, logos, CSS, custom domains at no extra cost 2-minute setup – No-code wizard with drag-and-drop interface Persona customization – Control AI personality, tone, response style via pre-prompts Visual theme editor – Real-time preview of branding changes Domain allowlisting – Restrict embedding to approved sites only
Observability & Monitoring
Jotform Insights – Sessions, success rates, device/geo data (Enterprise) Conversation history – PDF transcripts, MP3 audio recordings Thumbs up/down – Response rating with analytics Real-time monitoring – Live visibility with green dot indicators	Analysis Tab – Shows retrieved docs and query construction process Console Logging – Basic logs printed to terminal No Dashboard – ⚠️ Add your own monitoring for stats	Real-time dashboard – Query volumes, token usage, response times Customer Intelligence – User behavior patterns, popular queries, knowledge gaps Conversation analytics – Full transcripts, resolution rates, common questions Export capabilities – API export to BI tools and data warehouses
Support & Ecosystem
24/7 live chat/email – 1-2 hour average response times Help center – Step-by-step tutorials and guides 7,000+ templates – Healthcare, customer service, HR, education Mobile app – iOS/Android for agent management ⚠️ No phone support – Chat/email only (Enterprise for phone)	Community-Driven – GitHub issues and lightweight documentation Research Foundation – Academic paper (arXiv 2308.03983) on RCG approach No Paid Support – ⚠️ No SLA or enterprise help desk	Comprehensive docs – Tutorials, cookbooks, API references Email + in-app support – Under 24hr response time Premium support – Dedicated account managers for Premium/Enterprise Open-source SDK – Python SDK, Postman, GitHub examples 5,000+ Zapier apps – CRMs, e-commerce, marketing integrations
No- Code Interface & Usability
Visual agent builder – Zero coding for complete deployment Form-to-agent – One-click conversion of existing forms 7,000+ templates – Healthcare, customer service, HR, education 5-minute setup – Rapid deployment with templates Mobile-first – Create/manage agents from iOS/Android	N/A	2-minute deployment – Fastest time-to-value in the industry Wizard interface – Step-by-step with visual previews Drag-and-drop – Upload files, paste URLs, connect cloud storage In-browser testing – Test before deploying to production Zero learning curve – Productive on day one
R A G-as-a- Service Assessment
Platform type – FORM-CENTRIC NO-CODE with RAG, not pure RaaS RAG confirmed – Explicitly documented RAG technique usage ⚠️ No AI Agents API – Cannot query agents programmatically Use case fit – Jotform users, SMBs, form-to-conversation workflows ⚠️ Not for developers – No programmatic RAG access	NOT RAG-AS-A-SERVICE – Open-source research project for local experimentation Academic Foundation – Published research tool from RCGAI (arXiv 2308.03983) Self-Hosted Only – ⚠️ No managed infrastructure, APIs, or SLAs Developer-First Design – Python with GPU infrastructure requirements 100% Local Execution – ✅ Perfect for air-gapped and classified environments No Service Features – ⚠️ No auth, multi-tenancy, analytics, or SaaS conveniences	Platform type – TRUE RAG-AS-A-SERVICE with managed infrastructure API-first – REST API, Python SDK, OpenAI compatibility, MCP Server No-code option – 2-minute wizard deployment for non-developers Hybrid positioning – Serves both dev teams (APIs) and business users (no-code) Enterprise ready – SOC 2 Type II, GDPR, WCAG 2.0, flat-rate pricing
Competitive Positioning
Form-to-agent – 9.5/10 unique differentiator, 35M+ user ecosystem 7 native channels – Broadest native coverage at $39/month Voice maturity – More developed than most RAG competitors vs CustomGPT – No-code multi-channel vs developer-first API ⚠️ No AI API – Disqualifies for programmatic use cases	Market Position – MIT open-source local RAG for on-premises deployment Target Customers – Developers experimenting locally, strict data isolation orgs Key Competitors – LangChain, LlamaIndex, PrivateGPT, LocalGPT Advantages – ✅ Free MIT license, 100% local, full model control Best For – Offline environments, GPU infrastructure teams, zero cloud costs	Market position – Leading RAG platform balancing enterprise accuracy with no-code usability. Trusted by 6,000+ orgs including Adobe, MIT, Dropbox. Key differentiators – #1 benchmarked accuracy • 1,400+ formats • Full white-labeling included • Flat-rate pricing vs OpenAI – 10% lower hallucination, 13% higher accuracy, 34% faster vs Botsonic/Chatbase – More file formats, source citations, no hidden costs vs LangChain – Production-ready in 2 min vs weeks of development
A I Models
GPT-4o – Primary model for all standard accounts Gemini via Vertex AI – HIPAA accounts with BAA RAG implementation – Confirmed grounding in knowledge base ⚠️ No model selection – Jotform manages routing internally ⚠️ No flexibility – Cannot bring own API keys	WizardVicuna-13B – Default uncensored instruction-tuned model Any Hugging Face Model – Llama 2, Falcon, Mistral with GPU capacity No Vendor Lock-In – ✅ Complete flexibility without API limits Performance Trade-Off – ⚠️ Open models slower than managed cloud APIs	OpenAI – GPT-5.1 (Optimal/Smart), GPT-4 series Anthropic – Claude 4.5 Opus/Sonnet (Enterprise) Auto-routing – Intelligent model selection for cost/performance Managed – No API keys or fine-tuning required
R A G Capabilities
Confirmed RAG – Responses grounded in knowledge base Knowledge sources – PDFs, URLs, YouTube, Zendesk, Freshdesk, Salesforce Auto-recrawl – Daily, weekly, monthly schedules Feedback system – Thumbs up/down for improvement ⚠️ No vector control – Black-box implementation	Retrieval-Centric Generation – Research-backed approach separating LLM from knowledge memorization Mixtures-of-Knowledge-Bases – Multiple knowledge bases with intelligent routing Explicit Prompt-Weighting – Control retrieved content influence on answers Retrieval Transparency – ✅ Visual debugging showing document selection FAISS Search – Fast approximate nearest neighbor retrieval	GPT-4 + RAG – Outperforms OpenAI in independent benchmarks Anti-hallucination – Responses grounded in your content only Automatic citations – Clickable source links in every response Sub-second latency – Optimized vector search and caching Scale to 300M words – No performance degradation at scale
Use Cases
Form-to-conversation – Transform static forms to conversational AI Omnichannel support – WhatsApp, Messenger, Instagram, SMS, Voice Lead capture – Payment collection with 30+ gateways Healthcare/HIPAA – Gold/Enterprise with BAA and Gemini ⚠️ Not for developers – No programmatic access	Air-Gapped Environments – ✅ Defense, classified research requiring offline operation Healthcare PHI Compliance – HIPAA organizations needing 100% data isolation RAG Research – Developers learning internals with full transparency Zero-Cost RAG – Teams with GPU infrastructure avoiding subscriptions Data Sovereignty – Strict data residency preventing cloud processing	Customer support – 24/7 AI handling common queries with citations Internal knowledge – HR policies, onboarding, technical docs Sales enablement – Product info, lead qualification, education Documentation – Help centers, FAQs with auto-crawling E-commerce – Product recommendations, order assistance
Core Chatbot Features
Autonomous agents – Perform tasks without constant human input Form completion – Conversational prompts for structured data 7 native channels – Consistent interactions across platforms 24/7 availability – Continuous autonomous operation Human handoff – Context-preserving escalation	Open-Source RAG Bot – Runs on local LLMs with streaming responses Single-Turn Q&A – ⚠️ Limited multi-turn conversation and long-term memory Retrieval Tuning Module – Transparency layer showing answer construction process Basic Interactions – No lead capture or human handoff features	✅ #1 accuracy – Median 5/5 in independent benchmarks, 10% lower hallucination than OpenAI ✅ Source citations – Every response includes clickable links to original documents ✅ 93% resolution rate – Handles queries autonomously, reducing human workload ✅ 92 languages – Native multilingual support without per-language config ✅ Lead capture – Built-in email collection, custom forms, real-time notifications ✅ Human handoff – Escalation with full conversation context preserved
Customization & Flexibility ( Behavior & Knowledge)
Chat guidelines – Define communication style and personality Chattiness levels – Adjustable verbosity for chat and voice AI Clone – Replicate individual communication styles Smart triggers – Conditional logic with multi-action responses Auto-recrawl – Configurable knowledge base refresh	Deep Parameter Control – Tweak retrieval params, system prompts, knowledge weighting Embedding Model Swap – Replace multilingual-e5-base with alternatives Pipeline Modification – ✅ Full source access for custom logic	Live content updates – Add/remove content with automatic re-indexing System prompts – Shape agent behavior and voice through instructions Multi-agent support – Different bots for different teams Smart defaults – No ML expertise required for custom behavior
Additional Considerations
✅ Form-centric innovation – One-click form-to-agent (9.5/10 rated) ✅ SMB accessible – $39/month vs $700+ enterprise platforms ✅ 7 native channels – WhatsApp, Messenger, Instagram, SMS, Voice ✅ Voice maturity – Dedicated numbers, customizable accents/tone ⚠️ No AI Agents API – Cannot query programmatically ⚠️ No cloud ingestion – Manual download-before-upload required	N/A	Time-to-value – 2-minute deployment vs weeks with DIY Always current – Auto-updates to latest GPT models Proven scale – 6,000+ organizations, millions of queries Multi-LLM – OpenAI + Claude reduces vendor lock-in
Limitations & Considerations
⚠️ No AI Agents API – Cannot create, manage, or query agents via API ⚠️ Forms API only – Existing REST API covers forms, not agents ⚠️ No cloud ingestion – Drive/Dropbox/Notion for storage only ⚠️ No Word documents – Must convert to PDF ⚠️ No model selection – Locked to GPT-4o or Gemini Best for – Jotform users, SMBs; not for API-first developers	Developer-Only Tool – ⚠️ Requires Python, GPU, and technical expertise GPU Infrastructure Required – ⚠️ Dedicated hardware or cloud GPU needed Basic UI – Gradio interface needs custom front-end for production Manual Scaling – ⚠️ No auto-scaling, you manage load balancing No Enterprise Features – Missing multi-tenancy, user management, analytics Slower Inference – ⚠️ 3-10+ seconds vs sub-second cloud APIs	Managed service – Less control over RAG pipeline vs build-your-own Model selection – OpenAI + Anthropic only; no Cohere, AI21, open-source Real-time data – Requires re-indexing; not ideal for live inventory/prices Enterprise features – Custom SSO only on Enterprise plan
Pricing & Scalability
N/A	MIT Licensed – ✅ Completely free with no subscription fees Infrastructure Costs – Pay only for GPU hardware or cloud servers Manual Scaling – ⚠️ Spin up and manage your own hardware	Standard: $99/mo – 60M words, 10 bots Premium: $449/mo – 300M words, 100 bots Auto-scaling – Managed cloud scales with demand Flat rates – No per-query charges
Security & Privacy
N/A	100% Local Execution – ✅ Perfect for sensitive data and air-gapped environments No External Transmission – All processing stays on-premises DIY Security – ⚠️ No built-in auth, you implement access controls	SOC 2 Type II + GDPR – Third-party audited compliance Encryption – 256-bit AES at rest, SSL/TLS in transit Access controls – RBAC, 2FA, SSO, domain allowlisting Data isolation – Never trains on your data
Support & Documentation
N/A	GitHub Repository – Code, docs, and examples at RCGAI/SimplyRetrieve Academic Paper – arXiv 2308.03983 explaining RCG architecture Community Support – GitHub Issues for troubleshooting No Paid Support – ⚠️ Community-driven only, no SLAs	Documentation hub – Docs, tutorials, API references Support channels – Email, in-app chat, dedicated managers (Premium+) Open-source – Python SDK, Postman, GitHub examples Community – User community + 5,000 Zapier integrations

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Final Thoughts

Final Verdict: Jotform AI Agents vs SimplyRetrieve

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

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

When to Choose SimplyRetrieve

You value completely free and open source
Strong privacy focus - fully localized
Lightweight - runs on single GPU

Best For: Completely free and open source

Migration & Switching Considerations

Switching between Jotform AI Agents and SimplyRetrieve 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

Jotform AI Agents starts at $39/month, while SimplyRetrieve begins at custom pricing. 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

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

For most organizations, the decision between Jotform AI Agents and SimplyRetrieve 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: February 23, 2026 | This comparison is regularly reviewed and updated to reflect the latest platform capabilities, pricing, and user feedback.

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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.

Jotform AI Agents vs SimplyRetrieve