Guides and how-tos for Jambo Contact — set up forms, configure agent automations, manage your inbox, build a knowledge base, and connect integrations.
What Jambo Contact is, the core concepts, and how to set up your workspace.
A tour of the product: capture inbound leads, triage them in one inbox, and reply with AI grounded in your own knowledge.
4 min readThe first-run flow that names your workspace, sets your timezone and address, configures your agent, and creates your first form.
5 min readA map of the left navigation, the home screen, and where each feature lives.
3 min readCreate, build, design, publish, embed, and import branded lead-capture forms.
The four ways to start a form: with AI, from scratch, from a template, or by importing an existing form.
3 min readAdd fields, set validation and mapping, organize pages, apply themes, customize the design, and configure the after-submit experience.
7 min readPublish your form, then share the hosted link, embed it on your site (script, iframe, WordPress, popup), or distribute via QR, email, and PDF.
4 min readRecreate an existing form from a public URL, a PDF, or a screenshot, and turn it into an editable Jambo form.
2 min readConfigure how the AI scores, routes, drafts, and sends replies — per form and workspace-wide.
Use a form's Routing and Automation tabs to score submissions, route them to the right teammate, and send AI-drafted first-touch replies.
6 min readSet the agent's identity, soul, personality, and guidance in Settings → Agent. These apply workspace-wide.
4 min readConfigure how inbound email that has no linked form is answered and routed, and manage email templates.
4 min readChat with the workspace AI copilot to take actions like sending email, importing team contacts, or editing a form — with approval gates.
3 min readTriage conversations, reply with AI help, manage contacts and routing targets, and track follow-ups.
Triage form submissions and email in one queue, set priority, assign teammates, review AI drafts, and send replies.
5 min readHow contacts are created from inbound activity and how to browse them.
2 min readMaintain the internal directory of people the AI can route leads to, including import/export.
3 min readTrack action items created manually or extracted by the agent, assign them, and link them to conversations.
3 min readGive the agent source material so its replies are grounded in your real content.
Manage workspace details, your profile, team members and roles, and your plan.
Edit workspace identity, contact details, branding, timezone, the tasks feature, and your personal profile.
3 min readInvite teammates to the workspace, assign roles, and manage seats.
2 min readView your plan, usage, and invoices, and upgrade or change plans through checkout.
3 min readConnect Jambo Contact to other tools with native apps, Zapier, webhooks, and the REST API.
The three ways to connect Jambo Contact to other tools — custom webhooks, Zapier, and native apps — and when to use each.
3 min readConnect ActiveCampaign and Google Sheets from your dashboard, with field mapping and event filters.
3 min readRegister HTTPS endpoints, choose events, and verify the signed JSON payloads Jambo sends.
4 min readSend Jambo events to Zapier using Webhooks by Zapier → Catch Hook — with worked examples for Slack alerts on new contacts and form submissions.
7 min readCreate workspace API keys and call the public REST API to read and upsert contacts and submissions.
3 min read