Jambo

Features

Forms, email, routing, and knowledge-grounded AI in one workspace, so first touch goes out in seconds.

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Jambo Contact feature overview

How it flows

Capture → Ground → Respond, one rhythm.

01

Capture every lead

Branded embeddable forms with custom fields and routing on your site, not buried in generic templates. Form submissions and inbound email land in one workspace, so messages do not get lost in scattered inboxes.

02

Ground your replies

Draft responses grounded in your files, links, FAQs, and brand voice. Knowledge base, routing rules, and agent config keep drafts accurate, on-brand, and assigned to the right teammate.

03

Review and respond

Form submissions and inbound email land in one workflow: review, assign, and respond without switching tools. Enable automatic first touch for speed-to-lead, or review and approve AI drafts before they send, on brand and in your voice.

Why teams switch

One workflow beats duct-taping Typeform, Gmail, Notion, and a chatbot together.

Capability
Jambo
Typical stack

  • Branded forms + embeds

    Jambo
    Often separate tool

  • Inbound email in same inbox

    Jambo
    Usually another app

  • Knowledge-grounded AI drafts

    Jambo
    Generic chatbot tone

  • Optional human review before send

    Jambo
    Usually all manual or all auto

  • Per-form lead routing

    Jambo
    Manual triage

  • Contacts tied to threads

    Jambo
    Disconnected tickets

At a glance

A really capable tool.

INTAKE

Form builder

AI-assisted and visual intake that matches your site

INTAKE

Lead routing

Right lead, right owner, instantly

AI

Knowledge base

Answers grounded in your docs

AI

Agentic replies

AI drafts you still own

INBOX

Unified inbox

Forms, email, and replies in one queue

INBOX

Task management

Action items your team can actually finish

CRM

Contacts

One record per person

AI

Agent config

Tune how AI works for you

ADMIN

Team

Invite the people who reply

ADMIN

Workspace

One home per brand or client

Every feature, in depth

USPs, workflows, and guides.

INTAKE

Form builder

AI-assisted and visual intake that matches your site

Start with the AI form builder: describe your form or paste a reference URL, or design multi-step forms in the visual editor with custom fields, validation, and embed codes. Every submission creates a tracked conversation in your workspace.

  • AI form builder: generate fields from a prompt or reference URL
  • Drag-and-drop fields with conditional logic
  • Embed on any site with a single snippet
  • Custom branding and thank-you flows
  • Spam protection and submission metadata
Read the guide
INTAKE

Lead routing

Right lead, right owner, instantly

Route form submissions and emails by rules you define (team, tag, priority, or custom fields) so nothing sits in a shared queue.

  • Rule-based assignment on submit
  • Use natural language to build routes
  • Audit trail for every routing decision
Read the guide
AI

Knowledge base

Answers grounded in your docs

Upload files, and sync links so AI drafts and agents pull from sources you control, grounded in your knowledge and voice.

  • Files, URLs, in one library
  • Per-workspace scoping
  • Freshness cues for outdated sources
  • Used automatically in reply drafts
Read the guide
AI

Agentic replies

AI drafts you still own

Let agents propose full replies from thread context and your knowledge. Review and approve when you want a human in the loop, or enable automatic first touch when your routing policy allows.

  • Thread-aware suggestions in one click
  • Tone and policy guardrails
  • Optional human review before send
  • Learns from your knowledge base
Read the guide
INBOX

Unified inbox

Forms, email, and replies in one queue

Form submissions and inbound mail land in one workspace: triage, assign, and respond without switching tools. Reply from the same thread view so every conversation stays coherent from first touch to follow-up.

  • Combined form and email threads
  • Workspace inbound addresses with contact threading
  • Filters by assignee, status, and tag
  • Send from verified identity with templates and delivery status
Read the guide
INBOX

Task management

Action items your team can actually finish

Turn inbound messages into owned follow-ups. Create tasks manually or let the agent extract action items from conversations, then assign, prioritize, and track them alongside the thread they came from.

  • Agent extracts tasks from inbound messages
  • Assign to teammates with priorities and due dates
  • Mine, unassigned, and done views in one checklist
  • Tasks linked to the conversation they came from
CRM

Contacts

One record per person

Contacts unify submissions and email history so your team always sees the full relationship, not isolated tickets.

  • Auto-merge by email and custom keys
  • Timeline of every touchpoint
  • Custom fields for CRM-style context
  • Export when you need a spreadsheet
AI

Agent config

Tune how AI works for you

Define agent persona, knowledge scope, and escalation paths so automation stays on policy.

  • Knowledge attachments
  • System prompt and safety boundaries
  • Handoff to humans
ADMIN

Team

Invite the people who reply

Roles, invites, and shared ownership so agencies and inbound teams collaborate without sharing one login.

  • Invite teammates by email
  • Assign conversations and watch queues
  • Activity visible across the workspace
  • Works with routing
ADMIN

Workspace

One home per brand or client

Separate settings, forms, inboxes, and knowledge per workspace, ideal for agencies managing multiple brands.

  • Isolated data per workspace
  • Switch contexts without new accounts
  • Per-workspace branding and domains
  • Billing and limits at workspace level

Ready to greet every lead back?

Spin up a workspace, connect intake, and stop losing conversations to slow or missing replies.

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